Find your way around a project

Open any project from the Projects list to see its overview. It brings together the project’s invoices and expenses, project details, margin on time and expenses (for one-off, recurring and media work), who’s out today, your daily tasks, Your Focus and the project’s Workstream.

Use + Add New Scope to add more work to the project, and Chat to talk with the project team.

• Tasks – One-off tasks, Recurring tasks and Media. See Work with one-off and recurring tasks.
• Social Planner – plan and approve social posts on a calendar. See Plan social content with the Social Planner.
• Media Planner – build the project’s media plans.
• Briefing – create briefs by category and scope, and track their status.

• Time Entries – every hour logged on the project, with its service, task, cost rate and total. See Track time on tasks.
• Budgets – allocated budget, budget used and remaining, worked and billable time, cost and current profit, with a breakdown for each scope.
• Forecast – budget, burn, remaining balance and invoiced versus uninvoiced amounts for each scope, month by month.
• Expenses and Billing – the project’s costs and invoices.

• People – who’s working on the project.
• Resourcing – resourced versus worked value by month, plus each member’s role, billable rate and future resourcing.

• Scoping – the scopes and services that make up the project.
• Documents – scope PDFs, invoices and expense receipts are collected here automatically, and you can upload your own files.
• Feedback and Logs – feedback on the project and a record of what’s changed.
• Project Info – edit the project’s details, status and priority templates, access and description.