The Project Analysis page contains crucial information about a project. You can get to a project’s Analysis page by going to Projects, then clicking on the name of the project you need. Here’s a quick rundown of what the Project Analysis page shows.
There are two types of project graphs. You can switch between the two by clicking these buttons in the top left of your graphs:
Project Progress Graph
The line graph shows you how hours for the project have accumulated over time. If you have a budget set up, the graph will show you the budget burned compared to the budget total, and will show that in hours or fees, depending how your project is budgeted.
You can see the velocity of how the project approaches its budget as well as when and where the project goes over budget. Here’s an example with an hours-based budget:
Hours Per Week Graph
The other graph is a discrete bar graph that shows you each week’s hours. It’s a handy way for you to compare each week’s time put into the project.
The graph also shows billable hours versus non-billable hours. Non-billable hours appear in a lighter shade of gray.
Right below the graph is a series of important data for the project: total hours spent, billable vs. non-billable hours, budget summary, internal costs, and the uninvoiced amount.
If you’re looking at a Time & Materials or Fixed Fee project that budgets by project fees, you’ll see an “i” icon in the Budget Remaining section. Click on it to see a breakdown of the budget:
Internal costs consist of labor costs (calculated from your team’s cost rates) and expenses.
Note that the information available here will differ depending on the type of project you’re viewing, the project’s settings, and your permissions.
Tasks, Team, and Invoices Tabs
The top portion of the Project Analysis page shows you summary data. In the bottom half of the page, the Tasks and Team tabs show tables with the summary data broken down by tasks or team members. The Invoices tab shows all invoices linked to the project.
In the tables, you can click on any column’s header to sort by that column. You can also change the time period of the data you’re viewing using the dropdown at the top left of the table.
Click any row to get a breakdown of that row’s hours. For example, clicking on a task name will show you who tracked time to that task and how much. Clicking on the blue Spent hours will bring you to a Detailed Time Report that shows each individual entry included in that number.
For Time & Materials projects, the Billable Amount column will show hourly rates multiplied by the time tracked, and you can see a Total Billable Amount at the bottom of the table.
For Fixed Fee projects budgeted by Total Project Fees, the If Billed Hourly column will show hourly rates multiplied by the time tracked. This number tells you what the billable amount for the project would be, if you were billing your client at an hourly rate.
In the Invoices tab, you’ll find all invoices that have been linked to the project. For each invoice, you’ll see only the portion of that invoice that applies to the project you’re viewing.