A unique upload link is created for each selected project and emailed to its client's document contact (using the "File Request — Sent to Contact" template).
Projects
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Team load — open tasks per person; a name opens that person's tasks
Project Health (open)
Load by Manager
Member Allocation
Status Breakdown
Priority Split
Projects by Client
Projects by Category
Monthly Trend — created vs completed
Budget vs Actual (top 10 budgets)
Load by Manager
Manager
Open
On track
At risk
Overdue
No due date
Due ≤30d
Completed
Member Allocation
Member
Open projects
At risk
Overdue
Managing
Task load
Due in the Next 30 Days
Code
Project
Client
Manager
Due Date
Days Left
Progress
Health
Budget vs Actual
Code
Project
Budget
Actual Cost
Used
Status
At risk = an open project behind schedule by more than 20 points
(more of its start→due time used up than work done), or due within 7 days
and under 80% done. Overdue = open and past its due date.
Manager = the project's Assigned To; Department = the manager's department.
Every number opens the projects it counted.
Due Date
Code
Project Name
Client
Category
Status
Priority
Progress
Assigned To
Due Date
Completed On
Start Date
Budget
Hours
Description
Notes
Created
Action
New Project
Send Reminder
Bulk Create Repeating Projects
Confirm
A reason is required.
Link
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