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Projects

Project & task management

5 sections · 33 screens

My Workspace

3 screens in the Projects menu

Real Estate

2 screens in the Projects menu

Overview

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.

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All Projects

Every project you can see, as cards or a list, with income, expense and net profit totals for whatever the current filter covers.

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Create 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.

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Time 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.

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Weekly 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.

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Work Items

The master grid of every work item across your projects, with filters, sorting, bulk actions and time logging in the row.

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Boards

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.

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Backlog

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.

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Areas

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.

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Iterations

The iteration tree for a project — dated time boxes that work items are scheduled into, optionally tied to a sprint.

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Milestones

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.

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Sprints

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.

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User 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.

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Reports

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.

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Budget Analysis

Budget, spend and remaining balance for every project, with a utilisation percentage and a count of projects over budget or close to it.

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Income 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.

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Expense by Project

The costs recorded against each project over a chosen period, combining direct expenses with purchase bills, and printable for review.

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All Reports

The index of project reporting, split into financial reports about money and agile reports about how work is flowing.

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Sprint 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.

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Sprint 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.

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Velocity

Work completed per sprint over the last several sprints, with an average, so you can judge how much a team can realistically take on.

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Cumulative 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.

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Cycle & 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.

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Created vs Resolved

New work raised each week charted against work completed each week, which shows whether the backlog is growing or shrinking.

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Team Workload

How work items are distributed across team members, broken down by state, with overdue counts and estimated against actual hours.

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Time Tracking

Logged hours summarised by project and by team member for a chosen period, with the underlying entries listed beneath.

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Organization

2 screens in the Projects menu

Related modules

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