View the total project overview

Review the combined project view for work orders, hours, costs, and related data.

Open a project when you need the full picture in one place.

The overview brings together project progress, linked work, and financial data.

1

Open Projects

Go to Projects.

2

Open the right project

Search for the project and open it.

3

Review the project tabs

Check the available tabs for work orders, hours, attachments, quotes, costs, and objects.

4

Compare estimate and actuals

Review the budgeted values against the hours, materials, and costs already registered.

5

Use the details to follow progress

Open the linked records when you need more detail.

What the overview helps you track

• linked work orders
• registered hours and materials
• current costs and revenue

Frequently asked questions

Does the overview include all linked work orders?

Yes.

Linked work orders appear in the project view.

Can I add data outside work orders?

Yes.

You can add project data manually when needed.

Can I use the overview to check budget progress?

Yes.

Compare the estimates with the actual values in the project.

Related topics

• Register hours on a project
• Track project budgets and financials
• Link work orders to projects