Project Overview Tab

Overview

The Overview tab in a project provides a financial summary of estimated values of a project rolled up by resource or top-level task. You can use the tables in this tab to get a quick look at the estimated hours, estimated fees, estimated margin, and other information per resource or per top-level task.

The Overview tab is especially useful when a project is in the Estimate stage. You can see a financial summary that updates in real-time as you make changes to resources, hours, and rates. When you’re ready to provide a proposal to your client, you can easily configure the tables to show only the information you want to share, then export the data and add it to your proposal.

The Overview tab is available to users with the Project Administrator, Edit Financials, or View Financials project permission. To see cost information, you must also have the the Report Viewer with Cost account permission or above.

Summary Bar

At the top of the Overview tab is the Summary Bar, which displays a summary of the total resource estimated hours, cost, fees, and other information.

To learn more, see the Summary Bar Overview article.

Team Members Table

The Team Members table provides a financial summary rolled up by resource.

The following columns are available in the Team Members table:

• Resource—The resource’s name.
• Project Role—The resource’s role on the project, as set in the project Rates & Roles page. If a person has multiple roles in the project, they will appear in this table multiple times.
• Res. Est. Hours—The total amount of resource estimated hours for this resource, as set in the Resource Estimated Hours column in the Task Tracker for the tasks the resource is assigned to.
• Bill Rate—The resource’s current bill rate, as set in the currently selected rate card. If rate cards are not enabled, the bill rate is set in the Financial section of the Account Member side panel or overridden in the project Rates & Roles page.
• Est. Fees—The total estimated fees for the resource, calculated as Bill Rate ✕ Resource Estimated Hours (excluding non-billable tasks). See the Task Tracker Columns article for detailed information on how estimated fees are calculated.
• Allocated Hours—The total allocated hours for the resource in this project.
• Scheduled Hours—The total scheduled hours for the resource in this project.
• Cost Rate—The resource’s cost rate, as set in the Financial section of the Account Member side panel or overridden in the project Rates & Roles page. For unnamed resources, the cost rate is the average cost rate for that role.
  Note: This column is only available to users with the Report Viewer with Cost account permission or above.
• Est. Cost—The total estimated cost for the resource, calculated as Cost Rate ✕ Resource Estimated Hours.
  Note: This column is only available to users with the Report Viewer with Cost account permission or above.

You can filter the Team Members table to see only resources who have resource estimated hours. To open the Filters modal, click the Filters button above the table. 

For more information about the filters modal, see the Filters Overview article.

You can save combinations of filters and columns as Saved Views to quickly switch between views without having to manually reapply the same filters each time you visit the page. For more information about Saved Views, see the Saved Views Overview article.

Project Summary Table

The Project Summary table provides a financial summary rolled up by top-level task and sorted by the WBS number.

If Expense Budgets are activated, an “Expense Budgets” row appears in the table and rolls up the estimated cost and fees of all expense budgets that impact the margin. The estimated fees appear in both the Est. Fees and Task Budgets columns. The estimated costs and fees of these expense budgets are also added to the Total row at the bottom of the table.

The following columns are available in the Project Summary table:

• WBS—The unique number assigned to each task, also commonly referred to as the “row number”.
• Type—The icon that represents the task type—Task (“   ”), Milestone (“   ”), Deliverable (“   ”), or Issue (“   ”).
• Title—The task name.
• Est. Cost—The total estimated cost for the task and its subtasks, calculated as Resource Estimated Hours ✕ Cost Rate for each assignee and each task. This column is only available to users with the Report Viewer with Cost account permission or above.
• Est. Fees—The total estimated fees for the task and its subtasks, calculated as Resource Estimated Hours ✕ Bill Rate for each assignee and each task, excluding non-billable tasks. See the Task Tracker Columns article for detailed information on how estimated fees are calculated.
• Task Budgets—The total task budget for the task and its subtasks, as set in the Task Budget column in the Task Tracker or the Task Budget field in the Time & Fees section in the Task side panel.
• Res. Est. Hours—The total resource estimated hours for the task and its subtasks, as set in the Resource Estimated Hours column in the Task Tracker.
• Est. Margin—The total estimated margin for this task, calculated as ([Estimated Fees - Estimated Cost] / Estimated Fees). This column is only available to users with the Report Viewer with Cost account permission or above.
• Task Est. Hours—The total estimated hours for the task and its subtasks, as set in the Task Est. Hours column in the Task Tracker or the Task Est. Hours field in the Time & Fees section in the Task side panel.
• Scheduled Hours—The total scheduled hours for the task and its subtasks.

You can save combinations of filters and columns as Saved Views to quickly switch between views without having to manually reapply the same filters each time you visit the page. For more information about Saved Views, see the Saved Views Overview article.

Configure Columns

Select the Configure Columns (“   ”) icon above a table to choose which columns display and in what order. In the Configure Columns modal, select the columns you want to include in the view by clicking the checkbox or column row. To adjust the column order, click and drag each column row to its new position.

Export as CSV

Select the Export (“   ”) icon above a table to download the information as a CSV file. Only the columns that you currently have configured will be included in the CSV file. Any filters you've applied to the table will also be applied to the export.