Project Dashboard

Use the Project Dashboard to review work assigned to you. Open Dashboards > Project Dashboard from the main menu. To make it your starting page after signing in, ask an administrator to select Project Dashboard under Default Dashboard on your user record.

Read the summary cards

• Live Projects counts unarchived projects with at least one stage where you are the main owner and no completion date is recorded. A project is counted once even if you own several stages.
• Open Quotes counts unaccepted, unarchived quotes with an unfinished stage where you are the main stage owner or the quote owner. Draft quotes can count too.
• Forecast adds the prices of your uninvoiced fee-earning stages on unarchived projects. Projects and stages on hold are excluded. This is a remaining-work figure, not a total for the current month.

Click a figure to open the corresponding list or report. The main project and quote lists have their own filters and can show more records than your personal summary.

The Forecast card can include completed stages that have not been invoiced. The linked Project Stage Forecast report lists unfinished stages, so its rows need not account for the entire card value. See Project Stage Forecast for the report's filters.

Choose a billing figure or target

Use the three-dot menu on the financial card to choose:

Choice	What it shows
Billed this month	Net invoice-line amounts for stages assigned to you, using invoice dates within the current calendar month.
Minimum monthly target	The minimum monthly target saved on your user record.
Monthly performance target	The monthly target saved on your user record.
Billed this financial year	Your net invoiced stage fees from the current financial-year start through today.

Billing includes draft invoices and excludes VAT. It uses the saved invoice-line amount for stage fees, rather than payments received. Standalone manual lines and expense lines are not part of this stage-fee figure. Stage fees are attributed to the stage's main owner; additional owners do not divide the amount between them.

If a target says Not set, ask an administrator to enter Minimum Monthly Target or Monthly Target under Setup > Users. Financial-year billing needs a Financial Year Start in Company Details. The app uses your company's time zone to determine today's date for these personal billing periods.

Your selection is remembered in this browser for your account. Choosing a target changes the displayed amount; it does not change your saved target or invoice any work.

Find work ready to invoice

Click View uninvoiced work beneath the financial card to open Projects Due For Invoicing. This is a separate link from the billing figure.

That report finds projects with completed, uninvoiced fee-earning stages. Non-fee-earning stages are excluded. Review the project, then use its Invoices tab to create an invoice. See Projects Due For Invoicing for the full steps.

Work through your lists

• My Ongoing Project Stages shows stages whose main owner is you and whose status is Ongoing. Compare Quoted Hours with Hours Spent, and open the stage or project to continue the work. A not-started, on-hold or completed stage will not appear in this list.
• My Projects includes unarchived projects that you own or for which you are a stage's main owner. Its scope is broader than the Live Projects count.
• My Outstanding Quotes includes unaccepted, unarchived quotes that you own or for which you are a stage's main owner.
• My Reminders shows unfinished stage dates for stages whose main owner is you. Use the date link to open the project's stages. Where your permissions allow it, use Completed to finish the reminder.

Use each table's search box to find a record. Editing and time-recording controls depend on your permissions. See Active Projects and Time Recording.

Use My Calendar

Use the arrows, today, and month, week or day controls to change the view. The calendar combines project dates, assigned stage dates, events, leave entries and submission deadlines; it is not simply a copy of My Projects.

Open a linked item for its details. Click an empty date to open the event form, or open an existing calendar event to edit it where available. iCal feed copies a subscription link for use in another calendar app.

The calendar is hidden on narrow screens. Use a wider window or desktop display if you cannot see it. For the wider company view, open the Global Dashboard.