Projects view introduction

What can I see in the Projects view?

The Project view Shows the following:

• Project type (T&M, FP)
• Project code and Project name - clicking this will take you to the project page in Harvest
• Client name - clicking this will take you to the client tab in Harvest Dashboard
• Budget
• Spent Budget
• Remaining Budget
• Costs
• Most importantantly - Profitability

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Sorting Project View

You can sort your Project view by any column clicking on the column header. By default, Project view is sorted by Profitability.

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Filtering Project view

You can filter the Project view by:

• Project code or name
• Client
• Manager

You can also chose to include archived projects (those are excluded by default)

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Why are there some exceptions shown for my projects, like missing Budgets or Costs, incomplete/missing Profitability?

If you look at the way we calculate Budgets and Internal Cost, there are a number of datapoints we sync from Harvest to successfully calculate the metrics (i.e. Budget settings, Bill Rates, Cost Rates). If some of those are missing or incomplete, we'll do our best to still show the metrics, but those metrics will end up being incomplete. In some cases, we won't be able to calculate profitability at all.

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Why are some profitability metrics highlighted green and some - red?

This colour-coding is a result of comparing the profitability of a project to the Profitability Goal setting (you can easily change it). By default, we are using a 50% profitability goal to highlight the profitability in Project list and Client list. Anything above that is green, anything below - red.

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How often is the information updated?

Please see more information about the types and frequency of updates here.