Status

The Project Status Page offers project managers in the architecture and engineering sectors detailed, project-specific insights to streamline project management. By focusing on the unique aspects of each project, this view helps managers stay aligned with their goals, track progress, and optimize resource use without being distracted by high-level aggregate metrics.

---

Key features

1. Hours Registered vs. Estimated

• Overview: Track time spent on a project compared to initial estimates to ensure accurate time management.

• How it works:

  • The first graph displays registered hours vs. estimated hours, excluding activities that lack estimates.

  • The second graph breaks down billable hours vs. non-billable hours, with hours on activities lacking price models counted as non-billable.

• Use Case: Quickly identify projects approaching or exceeding estimated hours to address potential overruns.

---

2. Billable Hours

• Overview: Provides visibility into logged billable hours, ensuring financial oversight and effective client billing.

• How it Works: Billable and non-billable hours are calculated both in hours and in a percentage of the total registered hours.

First bar graph: Hours registered on activities without an hour estimate are not counted in the calculations.

Second bar graph: Displays billable versus non-billable hours, counting hours on activities without a price model as non-billable.

• Use Case: Verify that project work aligns with billing expectations to maintain profitability and transparency with clients.

---

3. Resource Allocation

• Overview: Compares planned hours with registered hours for the previous, current, and upcoming weeks to support resource optimization.

• How it Works: Displays hours allocated to team members, originating from the Resource Planner or Project Plan.

• Use Case: Identify discrepancies between planned and actual resource use to make adjustments and ensure optimal scheduling.

---

4. Checklists for Compliance (Requires Professional subscription level)

• Overview: Displays the status of project checklists to ensure that all necessary tasks and standards are met.

• How it Works:

  • Tracks items as completed, controlled, or awaiting control (not started).

  • Gives managers an at-a-glance view of compliance progress.

• Use Case: Promote consistency and ensure regulatory adherence by completing all checklist items.

---

5. Absences Widget (Cross-project)

• Overview: Unlike other project-specific widgets, this feature provides a broader view of team availability by highlighting absences across all projects.

• How it Works:

  • Displays ongoing absences and upcoming ones (up to 5 entries, sorted by date).

  • Enables project managers to view absences by team members for all their projects where they are project owner (blue star).

• Use Case: Proactively address potential resource gaps caused by absences to avoid disruptions.

---

How to Use the Project Status Page

Navigation

1. Access the Project Overview page from the main menu.

2. Choose the card view/status button in the top right corner

   1. 

Interpreting the Data

• Hover over info icons next to widgets for detailed explanations.

• Use the filters to customize what you see..

Widget Interactions

• Drill down: Click any graph or checklist item to access further details or adjust project settings.

• Adjust resource allocation: Use data insights to reassign hours or redistribute tasks in the Resource Planner.

---

Comparison with Dashboard

The Project Status Page complements the Project Manager Dashboard:

• Project Status Page:

  • Focused on individual project metrics for detailed, hands-on management.

  • Helps address unique challenges and goals of specific projects.

• Project Manager Dashboard:

  • Provides a high-level view across all projects for strategic decision-making and trend analysis.

Together, these tools deliver a comprehensive solution for both granular project oversight and organization-wide performance tracking.

---

Tips for Success

• Regularly review Hours Registered vs. Estimated to ensure projects stay on track.

• Use Billable Hours insights to improve financial management and client billing accuracy.

• Optimize resource use by monitoring the Resource Allocation widget weekly.

• Ensure compliance by keeping checklists up-to-date and resolving outstanding tasks.

• Stay proactive by addressing gaps flagged in the Absences Widget.

Leverage the Project Status Page to tackle project-specific challenges and achieve better outcomes for your team and clients.