Project detail
In the Project Detail we find all the information and entities related to the project. In the upper part there are data related to the project, work performance, time and budget; in the lower part there are work units and documents.
If you want to change the name of the project you can click on the pencil next to the name.
In the top right corner we find the main data:
Budget: the sum of the budgets of all the Work Units of the project
Time Limit: the sum of time limits of all Work Units of the project
Margin: percentage difference between the budget and the time consumed (as long as it remains positive, it means that you still have time available to deliver the project budget)
Below, on the left, are the progress bars related to the budget analysis:
Budget: PURPLE progress bar that shows the budget paid out of the total budget
Time: BLUE progress bar that shows the time actually worked against the planned time
Billed: YELLOW progress bar that shows the billed budget on the total budget
Paid: GREEN progress bar that shows the paid budget on the total budget
On the right hand side we find the Project Performance:
Starting rate: weighted average of the initial rates of all the client's work units, i.e. the rate at which they were created and planned
Actual rate: weighted average of the actual rates of the work units, i.e. the rate calculated on the actual work time and not on the estimates
Gap: percentage difference between initial rate and actual rate
Effectiveness: Percentage of tasks completed without being left undone.
Efficiency: Percentage of tasks completed within the hourly estimate.
Punctuality: Percentage of tasks completed within the work unit's deadline
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In the lower part we find a panel with several tabs, in which it is possible to manage work units, estimates and invoices associated with the project.
Work units - in the first tab we find the list of work units that make up the project. Here you can filter the list by status, create a new work unit associated with the project or insert hours already worked on the project by choosing the work unit. In addition, for each work unit, there is a progress bar for budget analysis similar to the one seen in the project list, but in this case it is relative to the single work unit.
If there are archived work units, there will be another tab called Archived, where it is possible to restore the work units or delete them permanently.
Quotes - In the second tab you can find the quotes associated with the project. You can filter the quotes by status and create a new one. For detailed information on the available actions you can consult the article on the Quotes list.
Invoices - on the third tab you will find the invoices associated with the project. You can filter them by status and create a new one. For detailed information on the available actions you can consult the article on the invoices list.
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➔ If you want to start getting the most out of Taskomat™ right away book a 1to1 demo call.
If you want to change the name of the project you can click on the pencil next to the name.
Information and performance
In the top right corner we find the main data:
Budget: the sum of the budgets of all the Work Units of the project
Time Limit: the sum of time limits of all Work Units of the project
Margin: percentage difference between the budget and the time consumed (as long as it remains positive, it means that you still have time available to deliver the project budget)
Below, on the left, are the progress bars related to the budget analysis:
Budget: PURPLE progress bar that shows the budget paid out of the total budget
Time: BLUE progress bar that shows the time actually worked against the planned time
Billed: YELLOW progress bar that shows the billed budget on the total budget
Paid: GREEN progress bar that shows the paid budget on the total budget
On the right hand side we find the Project Performance:
Starting rate: weighted average of the initial rates of all the client's work units, i.e. the rate at which they were created and planned
Actual rate: weighted average of the actual rates of the work units, i.e. the rate calculated on the actual work time and not on the estimates
Gap: percentage difference between initial rate and actual rate
Effectiveness: Percentage of tasks completed without being left undone.
Efficiency: Percentage of tasks completed within the hourly estimate.
Punctuality: Percentage of tasks completed within the work unit's deadline
.
Work Unit Management, Estimates and Invoices
In the lower part we find a panel with several tabs, in which it is possible to manage work units, estimates and invoices associated with the project.
Work units - in the first tab we find the list of work units that make up the project. Here you can filter the list by status, create a new work unit associated with the project or insert hours already worked on the project by choosing the work unit. In addition, for each work unit, there is a progress bar for budget analysis similar to the one seen in the project list, but in this case it is relative to the single work unit.
If there are archived work units, there will be another tab called Archived, where it is possible to restore the work units or delete them permanently.
Quotes - In the second tab you can find the quotes associated with the project. You can filter the quotes by status and create a new one. For detailed information on the available actions you can consult the article on the Quotes list.
Invoices - on the third tab you will find the invoices associated with the project. You can filter them by status and create a new one. For detailed information on the available actions you can consult the article on the invoices list.
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➔ If you want to start getting the most out of Taskomat™ right away book a 1to1 demo call.
Updated on: 02/01/2024
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