Once a project has started and some tasks are complete, you may want to see its overall progress. On Cloud, you can easily monitor a project via the "Overview" tab in the project's left navigation menu.
Under the "Overview" tab, you can see an actionable dashboard with key project metrics, including phase-wise execution status, change orders, billing and payments, and job status. You can also add to-dos, notes, and files for the project under this tab.
Cloud displays 5 horizontal tabs under the Overview tab: Dashboard, To-Dos, Notes, Activity, and Files.
Dashboard
The Project Dashboard shows several widgets. Here is a screenshot of the project dashboard.
Here is the description of the data displayed in the widgets.
Contract information
This widget displays the project cost, project value, and margin, as well as product and labor costs and margins.
Project schedule
This widget displays the project's overall schedule, along with the start and end dates for each phase. You can add key dates and also switch between 1-month, 6-month, and 12-month views.
Change orders
This widget displays the counts of internal, external, pending, accepted, and declined change orders, along with their overall impact on labor hours, cost, and margin.
You can also create new change orders and click the change order count to view individual change orders.
Billing and Payments
This widget displays the total project amount, payment milestones, relevant invoices, and their payment status.
You can also see the percentages of payments deposited, overdue, and not invoiced. For each payment milestone, you can do the following to the relevant invoice:
If invoiced and not deposited or overdue, you can view the invoice
If not invoiced, you can send the invoice
If overdue, resend the invoice
Job status
The project completion percentage by product and labor.
Product: For a product to count toward completion, you should set the product's installation status to "Installed."
Labor: For labor to count toward completion, you should add time entries against events scheduled for installation tasks.
You need the "View contract information widget" permission to view data in the Contract Information widget and the "View billing and payments widget" permission to view data in the Billing and Payments widget. Both permissions are available in the "Projects" permissions group.
Set "New" to ON to see the following widgets:
Products ordered: This widget shows the amount committed to buying products through purchase orders versus the project's total budget. You can also see the breakdown by phase. Clicking a phase takes you to a filtered view of products for that phase.
Hours used: This widget shows the project's total labor hours versus the hours used. You can also see the breakdown by phase. Clicking a phase takes you to a filtered view of tasks for that phase.
To-Dos
Go to the "To-Dos" tab to see all the to-dos created for the project. You can filter to-dos by status, priority, assignee, and due date.
To add a new to-do, click "New to-do" in the top-right corner and add it.
Check out this article for more details.
Notes
Go to the "Notes" tab to see all the notes created for the project. You can search the notes by their text.
If you want to add a new to-do, enter the note text and click "Create."
Check out this article for more details.
Activity
Go to the "Activity" tab to see all activity for the project and the opportunity it was created for. The actions here are read-only.
The Activity tab lists actions such as creating opportunities, creating quotes, changing opportunity stages, marking an opportunity as Won, creating change orders, changing project stages, and more.
Files
Go to the "Files" tab to view all files, including plan views, site images, and any other files created since the opportunity was created. You can also add new files or file links under this tab.