Once a project is in progress and some tasks are completed, you may want to get a bird' s-eye view of the project. On Cloud, projects can be easily monitored via the "Overview" tab in the project's left navigation menu.

Under the "Overview" tab, you will have access to 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.

You will see 5 horizontal tabs under the Overview tab: Dashboard, To-Dos, Notes, Activity, and Files.

The Project Dashboard will show some widgets. Here is a screenshot of the dashboard for a project.

The following is the description of the data displayed in the widgets.

Here, you will see the project cost, project value, and margin, as well as the costs and margins for product and labor.

Here you can see 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.

Here, you can see the counts of internal, external, pending, accepted, and declined change orders, along with their overall impact on labor hours, cost, and margin.

This widget displays the project's payment terms, along with the invoice and payment status. You will also see the percentages of payments collected, due, and not invoiced.

The project completion percentage by product and labor.

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.

If you want to add a new to-do, click "New to-do" at the top-right corner and add it.

Check out this article for more details.

Go to the "Notes" tab to see all the notes created for the project. You can search the notes by the text in them.

If you want to add a new to-do, enter the note text and click "Create."

Check out this article for more details.

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.

Actions such as creating opportunities, creating quotes, changing opportunity stages, marking an opportunity as Won, creating change orders, changing project stages, and more are listed under the Activity tab.

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.