Projects Views

Projects views enable you to see all the projects in a list and in a graph. You can narrow down the data based on your needs with a wide variety of filters.

Projects main graph can be viewed in different grouping types: by projects, by customers, by organization nodes and by categories.

Project report filters can be found above the graph and listing.
Filters allow you to pinpoint the data you wish to view

The two views for Projects are called 'Listing' and 'Allocations' and both of them serve different kinds of outlooks to the resource allocations from the projects' point of view.


Projects > Listing


Projects > Listing offers you a view of your projects based on chosen filters. The list can be viewed in different ways by clicking the headers:

- Basic info
- Numbers (readiness, hour budget, actuals, reservations, expense budget)
- Risks (all the risks inserted for the project)
- Risk history (simple logging data regarding risk history)

You can also export the data in .CSV and .XLSX by clicking the export-icon located top-right of the listing.


Projects > Allocations


Projects > Allocations produces you a list of projects according to the chosen filters. The list offers you information about the project and current allocations. In the same list you can modify the resourcing situation for any of the projects visible.

The list sorts projects, project members and unassigned roles for all the projects based on your filters. You can als allocate in this view and - for example - add multiple people to the project at the same time.

Project's allocation view


You can also export the data in .CSV and .XLSX by clicking the export-icon located top-right of the listing.


In both of these views you can use the Project Mass Edit -tool to edit masses of projects at once.
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