Get there
- Go to Projects from the navigation bar
- Access the corresponding project
- Click on the tab Summary
Viewing the summary of your projects
In this section, you can see an overview of the content of the project you are currently working on. This information is very useful to have an overview of the distribution of work among employees, as well as the tasks pending and completed.
Check out the following widgets or sections to get an overview of what is happening with your projects and related tasks:
| Tasks | From this widget you can check the number of tasks that are in the following statuses: To do, Progress, Done. By clicking on each of the statuses, you can directly access the associated tasks in the project. |
| Tasks by status | From here you can check the number of tasks that are in one of the following statuses: All, To do, New, Rejected, Duplicate, In progress, Done, Testing, Verified. If you click on these statuses, you can access the corresponding tasks. |
| Tasks by users | With this widget, you can view the number of tasks assigned to each member. By clicking on each number, you will be directed to the corresponding tasks. |
| Categories | From here you can check the billable amount in each of the categories. |
| Hours logged this month | Through this section, you can view the number of hours entered each day of the current month. You can consult and filter this number both for your own tracking and that of the company in general. |
| Budget remaining and project total billable amount |
Information about the total amount of outstanding budgets and everything that has been invoiced in the project is displayed. |
| Documents |
Quickly visualize the profitability of your project based on revenues, expenses, and employee hours recorded. |
| Hours by user |
In this widget, you will be able to see the total hours registered by each employee. You will be able to filter by those pending and approved records. In addition, by displaying the name of each member, you will be able to see the specific time recorded for each task. |