Get access to all of the important details surrounding your projects. These details include everything from profitability reports and budget forecasting, to Gantt chart scheduling and client sign-off requests, and everything in between to help you manage all of your Project needs.
Using this guide, you can view the:
The Project View screen gives you a helicopter view of the Project Plan. You can get a quick overview of all the different line items within your Project Plan with a quick deep-dive of the progress of all work logged across Milestone and Tasks.
Listed across the center of the screen are several sections and tabs containing information to help you manage your Projects.
On the left hand side of viewing a Project, you'll find information such as the Owner, Type, Team, Earned Value, Progress and any other Custom Profile fields you have configured.
Skills: For each Project, you can track the necessary skills required for completion.
While planning a project can be exciting, executing on that plan is often a challenge. The Project Plan arms the Owners with the information a professional business needs to stay on top of delivering excellent work. Keep your eye on the active status, real-time budget allocations, rollup on milestones and tasks, and expected due dates that auto update based on the previous work you are waiting on and how much there is to do in the future.
Clicking on the blue hyper-link in the milestone or task will bring you to a real-time activity stream and general details for that area of the project, so that you can find the story behind the project.
Track your project's progress visually, and ensure that you're never surprised by your project's progress with the Schedule's Gantt chart.
The Gantt includes a breakdown of the Planned, Predicted, Target and Actual Dates for each Task and Milestone, as well as an indication of the work's overall timeline:
The Gantt also uses color coding to identify whether these dates are behind or ahead of schedule:
You can find all your Project Insights within this tab. There are a few different "cards".
Work internally or with clients on files related to the Project. Accelo allows manual uploads as well as integrations with popular file storage solutions like Google Drive, Dropbox, and Box. Learn more about Attachments.
Submit and view all Expenses related to the Project. To quickly create an expense, click the Create Expense button. You will be redirected to a new page where you can add expense details, cost, and whether this expense is reimbursable and added to your project costs.
Send attachments/designs/proposals to clients and get them to “sign off” before completing work. See any previously sent Signoffs, or create one quickly by choosing +Create Signoff. This will redirect you to a new screen where you can complete the Signoff Process.
See all assets linked with the Project. To quickly add a Link to an asset, click the Add Link button. A pop-up window will appear where you can search from any Assets you have added to your account, and click Create Link.
You can view all the different details for your Project here. This includes Custom Fields and Unified Custom Fields.
Click +Add New Activity to add an activity about this Company. Fill out details, such as Billable vs Non-billable for invoicing purposes.
The More > Assign Work option is an advanced feature which allows you to swiftly assign out work to individuals that are directly responsible for the completion of that given task. This also allows you to easily manage Statuses and Dates per line item.
The More > Approve Work option is another advanced feature which allows you to view all work completed and easily drag and drop logged unapproved activities to the Approved Activities section. This saves you a time from individually approving every activity.