The Project Detail Page

The project detail page is the home of a single project. The top of the page shows the project's key facts and a row of tabs; each tab opens one part of the project — its tasks, files, milestones, money, discussions and more.

How to open it

1. In the sidebar, open Work → Projects.
2. Click a project's name in the list.

You can also reach a project from anywhere it is linked, for example from a task, an invoice, or the Projects tab of a contact. The Projects link above the project name takes you back to the project list.

You only see the projects your role allows (for example, all projects, projects you added, or projects you are a member of). Public projects are visible to everyone. See Projects overview.

The header

The header at the top stays the same on every tab.

The health bar

Just below the header, team members (not contacts) see the project's health bar: an On track, At risk, Off track or Done badge, the percent complete, tasks done, overdue tasks, hours used, the next milestones and the latest status update. It appears on every tab. The full explanation of how health is worked out is in Project health, status updates, and Portfolio.

Post status update

Use Post status update on the health bar when the automatic health does not tell the whole story.

1. Click Post status update.
2. Choose On track, At risk or Off track.
3. Type a short note in the box ("What changed, what is blocked, what is next"), for example "Waiting for Acme Ltd to send the content".
4. Click Save. Click Cancel to close the form without saving.

Your update overrides the automatic health for 14 days and shows as Latest status update on the bar and on the Portfolio page.

Who sees the button: the project admin, and anyone whose role lets them edit this project. It is hidden on archived projects.

Save as template

Save as template (below the health bar, on the right) turns this project into a reusable project template.

1. Click Save as template.
2. Enter a Template name (it starts with the project's name) and confirm.
3. BusinessHRM creates the template and opens it, with a message saying how many tasks were copied.

The template gets the project's tasks (with their checklists, assignees and labels), members, milestones, folder and sub-category, summary and notes. Milestones are copied as incomplete. The project itself is not changed.

Who sees the button: users whose role has the Manage project template permission (set to All or Added). It is hidden on archived projects.

The tabs

Tabs appear in the order below. Each tab is shown only to people who are allowed to see it, so your strip may have fewer tabs than this list.

Switching tabs with the keyboard

You can jump between tabs without the mouse: press P, then the tab's letter. For example, P then T opens Tasks, and P then N opens Notes. Hover over a tab to see its letter. The shortcut does nothing while you are typing in a field.

Overview

The Overview is a summary of the whole project.

• Status picker — change the project status straight from the drop-down. Available if your edit-projects permission is All, or Added and you added the project, or you are the project admin. Others see the status as a badge.
• Action menu:
  • Edit Project — opens the edit panel.
  • Public Gantt Chart and Public Task Board — open shareable public views in a new browser tab (shown if you can edit the project).
  • Pin Project / Unpin Project — pinned projects show a Pinned badge.
• Restore — on an archived project, people who can edit it see Restore instead of the status picker and menu. See Duplicating and archiving projects.
• Contact card — the contact's photo, name and details, with a Message button when your company's message settings allow it.
• Tasks — a pie chart of the project's tasks by status (click the expand icon for full screen).
• Statistics — depending on your permissions: Project Budget, Hours Logged, Earnings (contacts see Spending), Expenses and Profit, plus charts comparing hours logged and money spent against the plan.
• Project Details — the project summary.
• Other Details — any custom fields.

Members

Everyone working on the project. See Project members and the project admin.

• Add Project Members — add people (needs the add-members permission, or being the project admin).
• Hourly Rate — type a new rate for a member right in the list (if you may edit members).
• Project Admin — pick the member who acts as project admin. Remove Project Admin takes the role away.
• Click the bin icon to remove a member (needs the delete-members permission).

Each member's name links to their employee page.

Files

Upload files to the project with Upload File (or drag and drop), then View, Download or Delete them from each file's menu. You only see delete options for files you are allowed to delete. See Project files.

Credentials

Logins and passwords the contact has shared for this project. Only people with access to the project and the credentials permission see this tab.

Milestones

The project's milestones with their cost, status and number of tasks. Create Milestone adds one (needs the add-milestones permission, or being the project admin); each row has View, Edit and Delete. See Milestones.

Tasks

A list of the project's tasks.

• Add Task creates a task in this project.
• Filters: Status (including Hide completed task), Assigned To (including Unassigned), Milestones, and a search box. Clear Filters resets them.
• A board picker lets you show the tasks of one task board.
• Tick tasks to use bulk actions such as Change Status or Delete.
• If some tasks have no one assigned, a notice tells you how many, with a link to show them.

Task Board

The project's tasks as a Kanban board. Use the Switch Board drop-down to pick which task board to show (each board shows how many of this project's tasks it holds), or All Boards to go to the boards gallery. Add Task and Add Status Column are available here too, and you can drag cards between columns on a desktop. See Task Boards and the Kanban board.

Gantt Chart

The tasks and milestones on a timeline. Filter by date range or status, tick Hide completed task, and jump to Today. See Gantt chart and project roadmap.

Invoices, Estimates, Orders, Payments

Each of these tabs lists the matching records for this project, with a status filter, a search box and Clear Filters.

If the project has no contact yet, you are told "You need to assign a contact to the project." first.

Time Logs

All time logged against the project. Log Time adds an entry by hand. Filter by employee, status (Approved, Pending, Active) and Invoice Generated (Yes / No); tick entries to Change Status (Pending or Approve) or Delete them in bulk. See Timesheet overview.

Expenses

Expenses linked to the project. Add Expense creates one; filter by status (Pending, Approved, Rejected); tick rows for Change Status or Delete.

Miroboard

The project's Miro board, embedded in the page.

Discussion

Threads for talking about the project. Click New Discussion to start one, and filter by Discussion Category. People who manage discussion categories can add and edit categories here.

Notes

Public and private notes. Add Note creates one; tick notes to delete them in bulk. Some notes can be password-protected. See Project notes.

Rating

The contact's star rating and comment for the project. Rate it, then Save; Edit or Delete it later if your permissions allow.

Burndown Chart

Shows how open work is going down over time, as an Actual line against an Ideal line. Pick a start and end date to change the period (it starts with the current month).

Activity

A dated timeline of what has happened on the project. Not shown to contacts.

Tickets

Support tickets linked to the project, with totals for open, pending, resolved and closed tickets. Create Ticket adds one; filter by status and use bulk Change Status or Delete.

Tips

• Bookmark a tab. Each tab has its own web address (for example ...?tab=tasks), so you can bookmark it or send the link to a colleague.
• Missing a tab? It is hidden by your role's permissions, a module that is turned off, or the project itself (for example Invoices needs a contact, and the Task Board and Gantt Chart are hidden on archived projects). Ask your company admin.
• Post a status update whenever something important changes; your note is what managers see first on the Portfolio page.
• Save as template once a project goes well, so the next similar project starts with the same tasks and milestones.
• Press ? anywhere to see the keyboard shortcuts for the current page.