On the project overview, you will find a chart displaying trends and forecasts for both time and finance. The charts provide an at-a-glance overview of budget spending and costs.
To get the most information from your charts, we advise setting up:
Project Budget - here's how
Billable rates and costs - here's how
You can switch between the two charts here:
If your project budget is set for the entire duration of the project, the charts will always display the 'All time' date range. If the budget is set up to reset monthly, the charts will display the current month and allow you to navigate between months to view monthly trends:
Time chart
The Time chart is available to everyone who has access to the project overview. It shows the trend and forecast for the total number of hours spent.
If your project budget is set in hours, you can also view trends for the budget spent and budget remaining:
Finance chart
The Finance chart is available to users who have the privilege to access billing and/or cost information. It shows the trend and forecast for the total billable amount and the total costs.
If your project budget is set in total billable amount or total cost, you can also view trends for the budget spent and budget remaining:
*** The trend slope is calculated from the average slope of the latest 30% of the chart points.