Project views: overview, timeline, team workload and milestones

A project's page has five tabs: Overview, Tasks, Timeline, Team and Milestones.

Overview

• Project Health — Task Completion, Time Progress (how much of the time between the start and due dates has passed) and Budget Used, with the reasons for the health badge, for example Behind schedule.
• Timeline Forecast — Estimated Completion from the pace of the finished tasks, its Confidence and the Variance against the due date. Until two tasks are done it says Not enough finished tasks yet.
• Burndown Chart — the open tasks over time.
• Task Distribution by Status.
• Time — the hours Logged, Billable, Billed and Not billed yet, by person. See Time tracking.
• Critical Path Tasks — the tasks the due date depends on.

Tasks

The project's tasks as a List or on Boards. See Tasks.

Timeline

Project Duration from the start to the due date, the Milestones in order with their status, and the Upcoming Tasks. Without milestones and due dates the tab says there is nothing to show yet.

Team

• Team Members — the project's members; the owner is marked Owner. A manager adds them with + Add Member and takes them out with Remove.
• Workload — who carries how much open work: Green: no open tasks · blue: up to 5 tasks and 20 hours · amber: up to 10 tasks and 40 hours · red: more.
• Open tasks by person, and Nobody yet — the tasks without anyone, each with Give to… to assign it.

Milestones

Milestones are the points the project must reach — Design approved, Launch.

1. + Add Milestone: Milestone Name, Description and Due Date.
2. Open a milestone to Mark as Achieved or Mark as Missed, Edit Milestone or Delete Milestone.

Each milestone shows Pending, Achieved (with the date) or Missed. Adding and changing milestones needs the right to change the project.

If something doesn't work

Not enough finished tasks yet

The forecast needs at least two finished tasks.

I cannot add members

Adding and removing project members is for managers (the CRM Admin role).