All Projects
Displays all projects across accounts
The 'All Projects' page lists all projects you (the active user) are involved in.
The following project information is accessible from the project list page for an easy understanding of the complete project status and details:
Account Name
Lists the name of the account the project belongs to
Click to view account information. This is a role-based privilege.
Project Name
Lists the name of the account the project belongs to
Click to view project information/onboarding plan.
Status
Denotes the status of the project
Milestone
Denotes the number of milestones in the project
You can view upto 5 milestones. If the selected project has more then 5 milestones, the active milestone would be displayed with an arrow on either side with an option to view the other milestones.
Progress
Denotes the number and progress status of all tasks within the project.
The progress status is colour coded for easy understanding.
Start Date/Due Date
Lists the start and due dates of the project as per the initial configuration
Forecasted End Date
Displays the forecasted end date based on the current progress.
Updated on a daily basis in the project summary based on the due date vs. the progress and the risks involved in the the project. This also contributes to the health score of the project.
Insights
Displays the status of the project
Project Team
Displays the list of users within your team, assigned to the project.
Customer Team
Displays the list of users from the customer's team, assigned to the project.
ARR
Displays the ARR value of the project
ARR is added at the time of project creation. Projetly auto-calculates the ARR if MRR is added at the time of project configuration.
Region
Displays the region of the customer
On-Hold Tasks
Shows that count of tasks that are on-hold within each project.
Tags
Used to create tags for the project.
Tags can be used as filters.
Recent Activities
Displays the recent activity of the project.
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