Each one of your projects includes various reports for getting updates and tracking activity. When using the Project Activity report, you can view the level of activity across all project sections for any user on the project. The report includes options to select specific dates and sort by the volume of activity. Here is an example of the report output:
This is a simple way to quickly see how much activity is occurring in your project management app. It also informs you of who the least and most involved users are on a project over a given period of time. Therefore, you will know which users have the most availability in their schedule when allocating resources on new tasks. To take this a step further, the Project Activity report is also available from the Global Reports section in order to view activity levels across all projects for each user. When you need to dive more into the details, you can also use the task level reporting in Projecturf..
In each one of your projects, you can upload and share documents and designs. Anyone given permissions on the file is able to digitally approve it. As an example, if you've completed several design comps for a client, simply upload them to Projecturf and give access to the client. Once they approve your designs, you'll get an email confirming it's been approved and you'll maintain a history of the version that was approved, who approved it, and when it was approved. This helps cut back on emails and let's you centralize all the communication.
Each project also includes an Approvals report that let's you quickly view all approvals for a project. The report also shows how long they take to get approved and basic stats.
This Approvals report makes it easy to use your project management software to keep track of all approvals on your designs and documents. Approving files is as simple as clicking the approval icon and then clicking OK to confirm. To learn more about approving designs, visit this blog post.
The new Global Project Completion report allows you to view the status on all tasks and subtasks across your projects. This makes tracking progress for all tasks and users quick and simple. With this report, you can see who is responsible for each task and also view the status, due date, duration, and percent complete. There are also options to filter by person and by specific dates if you need to check someones progress.
You'll find that the Global Project Completion report is a very useful tool to have in your project management app. This report lets you easily manage schedules and priorities, track everyones progress, and keep you up to date on your projects at all times. By using the Global Project Completion report, you will see the status of all projects and tasks in one place. However, you can also use the project level report which is explained in more detail here.
The Global Project Completion report was added as a direct result of your feedback. You can share your requests and vote on exiting ones using the Projecturf suggestion forum.
New in Projecturf, you can now track budgets on all your tasks using the Task Budgeting report. This is a simple way to view and track the new time estimates for each task. By using this report, you can see a list of all tasks and subtasks on a single project or globally across all projects and filter it for specific dates or users. In order to view progress and track spending, each task shows the status, budgeted time, total time logged, percent complete, and total cost recorded.
Task level budgeting is an important part in effectively managing your projects. With the ability to set and track task budgets in your project management software, you can more easily allocate workloads and gain a better understanding on the time needed to complete various types of tasks. This will help you accurately estimate time for individual tasks and keep track of the spending and progress made on your projects. When someone is over budget or behind on completing a task, you will know immediately since the status and percent complete will be in red. This report is also useful for any user to keep track of their time and spend for their assigned tasks.
Each project in Projecturf includes a Tasks section for creating tasks and subtasks and assigning them to staff members, clients, and managers on the project. After assigning tasks to users and setting due dates, you can easily track when tasks are completed, changed, or become overdue. To get notified of new tasks, completed tasks, and when tasks are edited, you can use the Dashboard section to view latest activity, subscribe to the Daily Progress Report email, use the RSS feeds, or allow email notifications for updates. When a task becomes late, the end date automatically turns red to notify you it is overdue as shown below.
When viewing your task lists, you can use the built-in filters to view tasks by person and to view incomplete or completed tasks. You can also use the quick sorting options to see them in the order you prefer as described here. These filters and sorting options let you quickly see the tasks that are due today, tasks that were completed, and the tasks that have upcoming deadlines for each person on the project.
You can also view and track the task lists across all projects from the Global Tasks section. If you want to see the overall workloads for each person, the Reports section includes a Global Task Assignment report for easily managing resources.
Another useful tool to get a quick overview of all tasks on your project is the Project Completion Report, which displays the status of every task and subtask (overdue tasks are also shown in red here), the due date, duration, who's responsible, and % complete. This report can be filtered and sorted based on your preferences. Visit this previous blog post to learn more about using the Project Completion Report in your project management tool.
The Global Hours and Fees report was used to display the hours and fees by user. However, based on your feedback, we have just released an updated version of this report that now includes the following options:
These views were added as an additional filter and therefore you can still filter by a specific contact first. The first two options above display a summary by contact or project, whereas the ones which say "expanded" show the summary followed by the break out of the hours and fees for each project by user (as shown below) or the break out of the hours and fees for each user by project.
With these new enhancements, you can quickly see which projects and contacts have the most hours and fees logged and which projects need updating or are not as involved yet. This update was a direct result of feedback received by you. You can submit ideas or vote on existing requests from the suggestion forum.
The Timecard section lists all hours, fees, and expenses entered on a project. This includes unpaid and paid items as well as billable and non-billable fees. In addition, Projecturf offers simple reporting on the unpaid hours and fees that are entered into the Timecard sections. This report displays the billable and total hours and fees for each user and it is nicely formatted to print. The report is available for each project, but is also available as a global report in order for you to see the hours and fees across all your projects. You can easily filter by user and select the time period you want displayed. This is a quick way to see the amounts that need to be paid to each person and how much time your users are logging.
When viewing the report, only project managers can see everyone's timecard entries on a project. Basic users can only see their own entries.
Projecturf makes managing your projects simple. Each of your projects has a Project Completion Report which allows you to quickly view the progress being made at any time. This report pulls all of your task data together in a presentable format to give you an overview of your project. It includes all of your tasks and subtasks, responsible persons, the status, duration, due dates, and percent complete for each task (as shown in the screenshot below). It can also be customized to show a specific time period and to only display tasks for a specific person.
This report has various sorting options for easily getting your desired output and also includes basic project statistics such as percent complete of the entire project and the overall status of your tasks. By having this information at your fingertips, you can monitor your projects, provide clients or co-workers with a status report, follow up on incomplete or late tasks, and shift responsibilities based on workloads. The Project Completion Report is a very useful tool which helps you stay focused on getting things done.
The Tickets section in Projecturf is very popular among developers and is typically used for managing software development projects and handling technical support. Each project in Projecturf includes a Tickets section that seamlessly integrates with the rest of the project. You can easily add tickets and assign them to one or multiple project contacts, categorize them, record time spent on each ticket, and include notes and screenshots. To make tickets easy to track, they are given a number in sequential order, show the name of the person who created them, and have email updates sent when any changes are made.
You can use the Ticket Response report to view response times for each user. This report shows the number of open and closed tickets along with the average response times by user. This is great way to see how quickly bugs are solved and the remaining workload for each person. The report can be filtered and sorted based on your preferences and also includes average response times for the entire project. Below is a partial screenshot of an example.
Since each project can be customized, this section can be hidden from any or all users on the project. To learn more about additional features available in the Tickets section such as bookmarking sites and storing and sharing code snippets, click here to visit our support center.
We've just released drag and drop functionality on the custom Gantt charts. Now you can update your project schedules by quickly dragging or resizing tasks and subtasks right in the Gantt chart. You can use the global Gantt chart to make changes across all of your projects in one place or use the project Gantt chart for updating a single project. Filters are included on the top of the chart in order to view specific time periods, only show tasks and subtasks for a specific user, and to add/remove subtasks. There are also several sorting options available when displaying the chart.
To learn more about how the new drag and drop Gantt charts work, watch this short video tutorial: