Work management
Project and release dashboards and reports
Review implemented delivery, workload, release, and financial summaries.
What this does
Manager/Admin: review implemented project delivery, resource capacity, release readiness, and permission-gated financial summaries.
Steps
- Open Project Dashboard for delivery tracking, planned/approved actual/remaining hours, resource allocation, and budget summary.
- Open Projects for per-project effort, task counts, due dates, and attention; use Generate Report where shown.
- Open Releases for release progress, effort, overdue tasks, and attention. Portfolio and Profitability provide portfolio and financial views.
Result
Dashboard and report values reflect the available project records. Financial amounts require Finance view permission; approved time is the source for project actual effort.
Related/Next guide: Track actual project hours.
Related articles
- Track actual project hoursSee planned, actual, and remaining project or release hours.
- Actual cost and cost-rate requirementsUnderstand actual project labor cost, finance visibility, and missing-rate blockers.
- Work management overviewFind the project dashboard, project and release lists, and task workspace.