The Project Health View provides an at-a-glance snapshot of overall health for a project, including budget and time-based metrics. This view helps you identify risk signals early so teams can take action before issues escalate. This view is available as a drill-down from the Project Performance Dashboard. It displays budget and cost/billings insights for a selected date range, along with breakdowns by tasks and people.
Jump to:
- What does Project Health View provide?
- Access Project Health View
- What you’ll see for Non-Billable projects
- What you’ll see for Billable projects
- Date ranges and activity breakdowns
- Permissions and account access
- Related articles
What does Project Health View provide?
- Give leaders an at-a-glance snapshot of overall health for projects across the company
- Highlight risk signals early so teams can act before issues escalate
- Help stakeholders understand which projects are at risk, healthy, or unknown based on multiple indicators
- Support proactive project oversight without needing to dig into detailed reports
Access Project Health View
Project Health View is available as a drill-down from the Project Performance Dashboard.
- Go to Company > Dashboard.
- Open Project Performance.
- Locate the project you want to review (Billable or Non-Billable).
- Click the View (eye) icon in the Actions column.
Note: The charts and budget indicators you see may vary depending on whether the project is Billable or Non-Billable, and whether a lifetime budget has been set.
What you’ll see for Non-Billable projects
For non-billable projects, a lifetime Labor Cost Budget can be set on the project. Project Health View may display:
- Total Labor Costs for the selected date range
- Labor Cost Budget Remaining bar showing remaining amount and total cost budget
- Project Spend chart comparing Cost vs Budget
As employees enter time against the project, labor costs are calculated and applied against the cost budget automatically. Labor costs reduce the remaining budget as time is entered.
Note: Financial data for non-billable projects reflects labor costs only and does not include billing values.
What you’ll see for Billable projects
For billable projects, Project Health View reflects lifetime billings budgets and billing rate calculations. Billable projects may display:
- Total Billings for the selected date range
- Billings Budget Remaining bar showing remaining amount and total billings budget
- A Project Financial Tracking chart showing Billings, Cost, and Budget (if set)
Time entered contributes billing calculations based on configured billing rates for people working on the project.
Date ranges and activity breakdowns
Date range selectors control which data appears across charts and summary metrics.
Available date range options include:
- Last 6 Months
- Last 12 Months
- Year to Date
- Custom
If no project dates are set, a No Date Range Set message appears with an option to set dates.
Supporting sections update based on the selected date range, including:
- Worked Hours History
- Task Overview (hours and financial totals)
- People Overview (hours and financial totals)
Permissions and account access
Project Health View inherits the same permissions and account requirements as the Project Performance Dashboard.
User permissions
- Must have permission to view projects
- Must have access to view both cost rates and billing rates
- Cannot be a project-limited manager
- Must have permission to run company reports
Account access and modules
- Time Billing must be enabled to see billings-related lifetime budget information
- Resource Management must be enabled to see billings-related lifetime budget information
- Labor Cost Budgets for non-billable projects are not tied to Resource Management access
Important: If a user cannot access the Project Performance Dashboard, they will not see Project Health View by navigation or direct link.
Important: Accounts with Project Insights enabled cannot access the Project Performance Dashboard or Project Health View.
Learn more about the Project Insights Module
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