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Project Details

Financial Summary

The Project Review Screen

The Project Review screen contains a number of project management tabs.

To open the Project Review screen, carry out these steps:

Click Projects in the left-hand pane.
Select the relevant client, and then the relevant project.

The Project Review screen opens. This contains all the details of a particular project.

The screen is divided into two main working areas:

Tabs

Project details are organised into a number of tabs:

Right-Hand Toolbar

The right-hand tool bar provides:

Information about projects associated with the client.
A summary analysis of WIP.
Invoicing buttons.
Budget value (for the project being reviewed).
% of unbilled (the Unbilled value as a percentage of the Budget value).
Current WIP as a % of budget.
Navigation buttons for projects with multiple pages.
Project reporting.
E-mail to contact the client being viewed.
A drop-down menu to view individual phases of a project.

See also

Project Management