Project Overview

Here's a breakdown of the numbers on the project Overview tab

Christa Moody avatar
Written by Christa Moody
Updated over a week ago

When you first open a project, you will see a summary/overview with your project numbers broken down in various ways, along with some tools for editing and exporting your project.

Here's a quick tour of what you'll find on the Overview tab:

The first thing to note is that all of the numbers on the Overview tab are rounded to the nearest whole dollar. We chose not to show cents on this tab, because it's meant to give you a simple glance at the numbers and we didn't want to clutter it up with too many digits. If you'd like to see the exact prices down to the cent, head over to the Builder.

Project Details:
At the top of the tab you will see your Project Name, along with other project details like client, project address, version number, etc. The price listed at the top is total project Sell Price.

Project Stage:
The bar graph to the right of the Project Details shows you which stage your project is currently in. Click "Move" to change the project stage.

Rooms and Systems:
This is the total Sell Price for each Room/System in your project, including equipment, labor, shipping, factors, and tax. The sum of the Room or System totals will add up to the full Project Total.

Options/Change Orders:
Depending on what stage your project is in, this section will display as "Options" or "Change Orders". (Once your project is moved to 'Contract', all Options become "Change Orders' as a convenience.)
Much like Rooms/Systems, this section displays the total Sell Price for each of the Options/COs in your project.
Enterprise users can add Service Packages to projects, and those are displayed in this section as well.

Cost Breakdown:
This list breaks down your project costs by category. The pie chart displays the percentage that each category contributes to your total project costs.

Labor Breakdown:
This section lists each of your Labor Types, with their values broken down by Hours, Days, and Price.
The Hours and Price columns are populated based on how much labor is added to your project in the Builder (from both line items and labor factors).
The Days column uses the Crew Size and # of Hours per Day to determine how many days of labor there are for each Labor Type. You can edit the crew size and number of hours per day using the dropdown menus at the top of the Labor Breakdown section:

Cost/Margin Graph:
This graph displays a breakdown of your Costs or Margins for each category, depending on which you select to view. Click the button on the top right to toggle between the two:

Sales Tasks:
This section displays all sales tasks relevant to this project. You can select All, Mine, or Completed to filter the task list accordingly. Use the "Add Task" button in this section to add new sales tasks to the project as well.

This is where you can view, add, or edit the Factors on the project. (You will need to create your Company Factors in the Settings area before you can add them to projects.)

Additional Tools:
This is where you will access the import/export tools for integrations like Quickbooks Online, Vidcad, Google Sheets, and SageOne, along with tools like the Margin Worksheet for Enterprise users. This section will look a bit different for each company, depending on which integrations you have set up.

Hope this helps! Feel free to message us in the chat if you have any questions!

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