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- Your project overview also works as your assignment book. It shows your current assignment volume compared to the previous period, along with your progress toward budget and billing targets.
- Select a widget to switch between absolute and relative view.
- Use the filters to change the interval, the current period, and the status.
- Open a project to take a closer look at a specific assignment.
- Activate the reporting widget to track progress across the entire assignment.
- With the reporting widget active, scroll down to your services to see how much of your budget has been used.
- In the services section, the widgets give you an overview of your team’s current performance. Users with the account owner role see the expected revenue. All other users only see the amount of services they’ve delivered.
- You can also use filters here to compare time periods or narrow the view, for example by user.
- In the invoices section, the widget shows how your company’s revenue is developing. This completes the view from your assignment book.