Three widgets on a project's Summary view show what the project is costing you. Project Bills lists the supplier bills linked to the project, Project Expenses totals its expenses, and Project Timesheets totals the time tracked on it, with the cost and billable value of that time.
Add a widget
Open the project and choose its Summary view.
Click Add Widget.
In the Add a Widget library, click Add to Dashboard under Project Bills, Project Expenses or Project Timesheets.
Move, resize, rename and remove widgets as you would on your account dashboard. The layout is yours alone, and each Summary view keeps its own set of widgets.
Project Bills
The widget has one row for each bill with at least one line linked to the project, oldest first. The columns are Bill ID, Subject, Status, Bill Date, Due Date and Amount.
- Bills and bill credit notes are listed. Credit notes show as negative amounts.
- Draft bills are included. Voided bills are left out.
- Amount is the total of that bill's lines for this project, excluding tax.
- A bill that's past its due date and not fully paid shows as Late.
Lines you add with Add Time from a supplier's tracked time are linked to their project automatically. To link any other bill line, switch on Enable Project Bill Link in Settings › Invoice & Bill Settings, then choose the project under Link project on the line. If the widget shows No Bills to show, check the links first. See getting started with bills.
Click a row to open the bill. Only Administrators and Finance Managers can open bills from the widget.
Project Expenses
The top row shows the Total of the project's expenses, split into Billable Expenses and Non-Billable Expenses. Two tabs give the detail:
- Team: each person's Billable, Non-Billable and Total expenses.
- Category: each expense category with its Budget, Billable, Non-Billable, Total and Remaining (the budget minus the total). Set category budgets on the project's Categories tab: see entering a project budget.
Amounts exclude tax and are in the customer's currency. Every expense on the project counts, whatever its approval status. Bills aren't included.
Project Timesheets
The top row shows the Total Hours, split into Billable Hours and Non-Billable Hours. The Team tab lists each person and the Category tab each timesheet category, with:
- Billable Hours and Non-Billable Hours.
- Total Cost: all the hours at the cost rate saved on each entry.
- Total Billable: the billable hours at the billable rate saved on each entry.
Every time entry on the project counts, whatever its approval status. In Widget Settings, Time Format shows hours as hh:mm (the default) or decimal. Project Bills and Project Expenses have no settings besides the title. See cost rates and billable rates.
Who can see them
Widget | Who can add it |
|---|---|
Project Bills | Administrators, Finance Managers, Portfolio Managers, Project Managers |
Project Expenses | Administrators, Portfolio Managers, Project Managers |
Project Timesheets | Administrators, Portfolio Managers, Project Managers |
Finance Managers can't add Project Expenses or Project Timesheets, and Project Collaborators and Timesheet/Expense Users can't add any of the three: the library shows them locked. Portfolio Managers see the figures on the projects they're members of.
A Project Manager must be a member of the project, with Can manage Project Member Cost & Billable Rates and Can manage Fixed Amounts on project ticked for them. You'll find both in Project Settings, on the Members tab under Project Roles. Without both, Project Expenses and Project Timesheets show a message that they don't have enough privileges, and Project Bills shows No Bills to show.
Related
- Accumulated Project Time / Cost widget: the project's spend against its budget.
- Project Invoices and Project Uninvoiced Items widgets: what's billed and what's still to bill.
- Viewing project profitability and the Project Profitability report.