Project Progress: This is the total physical/actual progress (in %) of the project. It can be updated manually for each WP within the ‘Work Breakdown’ > Progress tab.

Budget Progress: This is the actual vs planned cost for the project.

Budget: This is the total planned price/revenue of the project. It will be updated along with approved variations.

Project Status: This is the current status of the project (Actual Progress) vs the planned status (Planned Progress).

Budget Chart: The budget graph changes depending on the project Billing Type.

For Reimbursable billing type, the graph will be tracking price/revenue. For Fixed price billing type, the graph will be tracking cost.

Forecast: This shows the invoice forecast across the project timeline. To update the planned line for this graph, select Finance > Payment Schedule then complete the invoice amounts for each month or add payment milestones.

Project Progress Chart: This displays the planned, actual and forecast progress (%).

Hours: These are the tracked hours of the project, divided by status.

Margin: This shows the estimated/planned margin against the current/actual margin.

Deliverables: This is a summary of all deliverables and their current progress. Deliverables are updated manually and can be done so by moving the slider for % completion within the ‘Work Breakdown’ > Deliverables tab.

Select the Blue pen icon to edit the details

Most details should not be changed during the project

Enter/Change the Project title and/or description

Change the Project Manager if required

Enter Keywords so that the Project can be better identified when searching on the index page

Change the start date to change the start date of the project