Projects
Status mix and margin for the portfolio.
Where to find it: Left menu → Projects & Operations → Project Reports
Step 1
Left menu → Projects & Operations → Project Reports. If the name is missing, your role does not include it — ask an admin in Users & Roles.
Step 2
Run status and margin reports. Act on red projects in the live file, not in the PDF.
Step 3
Totals should match the project list. Unbilled hours should match timesheets.
Yes. Project Reports is a signed-in workspace screen. This public page teaches the screen with a picture and a link to the feature video. It never shows another company’s data.
The left menu only shows screens your role may open. Ask a company admin to grant the matching permission, or to show you which role should own this step.
Project and finance roles. Sales may see less.
