My Workspace
3 screens in the Projects menu
My Work Items
The work-items grid narrowed to the items that are yours, so you can see everything assigned to you across every project in one list.
Read the full guideMy Projects
The projects you belong to, shown as cards with a progress bar, how many items are assigned to you and how many are in progress.
Read the full guideMy Timesheets
Your own time entries across every project, with totals for hours and billable hours, and filters for project and date range.
Read the full guideReal Estate
2 screens in the Projects menu
Plots & Units
The register of every plot or unit in your projects: who bought it, what it was priced at, how much has been invoiced and how much is still outstanding.
Read the full guideBrands
The names your projects are sold under. Each brand carries a code and a contact, and shows how many projects and units sit beneath it.
Read the full guideOverview
13 screens in the Projects menu
Dashboard
A single view of the project portfolio: how many projects are running, project income and expenses, net profit or loss, and the state of tasks, hours and milestones.
Read the full guideAll Projects
Every project you can see, as cards or a list, with income, expense and net profit totals for whatever the current filter covers.
Read the full guideCreate Project
The form for setting up a new project: its name and code, the client it is for, its status, and a colour used to identify it elsewhere.
Read the full guideTime Entries
Every hour logged against projects and tasks by the whole team, with totals for hours, billable hours, value and the amount not yet invoiced.
Read the full guideWeekly Timesheet
One week of logged time laid out as a grid, with a row per project, a column per day, and totals down each day and across each project.
Read the full guideWork Items
The master grid of every work item across your projects, with filters, sorting, bulk actions and time logging in the row.
Read the full guideBoards
A project board where work items sit in columns by state and you move them between columns by dragging. Filter by type, assignee, state or keyword.
Read the full guideBacklog
Stories in priority order with their child work items nested beneath them, so you can shape and re-order what the team takes on next.
Read the full guideAreas
The area tree for a project — a nested breakdown of the product or the work, used to file work items by which part of the project they belong to.
Read the full guideIterations
The iteration tree for a project — dated time boxes that work items are scheduled into, optionally tied to a sprint.
Read the full guideMilestones
The dated checkpoints in your projects, each with a progress bar built from the tasks beneath it and a due date that turns red once passed.
Read the full guideSprints
The list of sprints across your projects, each with its goal, status, the count of stories and tasks it holds, and its start and end dates.
Read the full guideUser Stories
The user stories across your projects, with story points, priority, status, the sprint each is planned into and how many tasks sit beneath it.
Read the full guideReports
13 screens in the Projects menu
Project P&L
Income against expenses for each project over a chosen period, so you can see which projects are actually making money.
Read the full guideBudget Analysis
Budget, spend and remaining balance for every project, with a utilisation percentage and a count of projects over budget or close to it.
Read the full guideIncome by Project
Invoiced, collected, pending and overdue amounts for each project, with a collection rate showing how much of what you billed has actually come in.
Read the full guideExpense by Project
The costs recorded against each project over a chosen period, combining direct expenses with purchase bills, and printable for review.
Read the full guideAll Reports
The index of project reporting, split into financial reports about money and agile reports about how work is flowing.
Read the full guideSprint Burndown
How much work remains on each day of a single sprint, charted against the days the sprint runs, so you can see whether it will finish on time.
Read the full guideSprint Report
A completion summary for one sprint: totals done, in progress and not started, the completion rate, plus what was added mid-sprint and what was carried over.
Read the full guideVelocity
Work completed per sprint over the last several sprints, with an average, so you can judge how much a team can realistically take on.
Read the full guideCumulative Flow
A stacked chart of how many work items sat in each status on each day, which makes bottlenecks visible as a band that keeps widening.
Read the full guideCycle & Lead Time
Average lead time from when an item was raised to when it was finished, and average cycle time from when work actually started, with the slowest items listed.
Read the full guideCreated vs Resolved
New work raised each week charted against work completed each week, which shows whether the backlog is growing or shrinking.
Read the full guideTeam Workload
How work items are distributed across team members, broken down by state, with overdue counts and estimated against actual hours.
Read the full guideTime Tracking
Logged hours summarised by project and by team member for a chosen period, with the underlying entries listed beneath.
Read the full guideOrganization
2 screens in the Projects menu
Tags
The company-wide tag list. Tags are short coloured labels used to categorise records across the system, and each shows how many times it is in use.
Read the full guideStatus Management
Where project statuses are defined. Each status has a name, a colour and an icon, and can be marked as the default or as one that closes the record.
Read the full guideRelated modules
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