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Projects overview guide

View and filter all active and archived projects, and see your costs & budgets

Nick Dekker avatar
Written by Nick Dekker
Updated over 2 weeks ago

This article will guide you through the project overview. Know exactly where you stand and how to find the right projects!

Note: The Essential plan allows a maximum of 10 active projects.

Overview in your overview

Hey there! Feeling a bit lost in your Projects Overview on TimeChimp? Don’t worry, we’ve got you covered! This guide will help you navigate your Projects Overview like a pro.

Let's start with an overview of the overview (got it?). At the top, you select whether you want to see old (archived) or active projects.

For each project, you see the project name, client name and start and end dates. If you want to see the hours and invoices per project, you can click on the project name and get a detailed overview of that project. Read more about this in the article about project dashboards.

Filter options

Fine-tune your data using filters. Select the time period and projects you’re interested in, and scroll down to see a list of all your projects.

No projects showing? It might be time to create some! Add new projects by clicking the "Add Project" button. It couldn’t be simpler, right?

Lost in the sea of projects? Use filters to narrow down your view.

Here are the filtering options available:

  • Filter by project

  • Filter by client

  • Filter by project manager

  • Filter by project type (fixed price, time & material, or subscription)

  • Filter by project labels

These filters help you find exactly the projects you need!

Filters are located on the right side of the table or within the columns by clicking the three lines.

Columns

Here’s an explanation of some of the columns that might not be immediately clear:

  • Start and End Columns: Display the project duration, helping you monitor deadlines and progress.

  • Project Manager Column: Shows who’s responsible for each project, making communication easier.

  • Split "Spent" Column: This has been divided into two:

    • Spent (h): The hours worked.

    • Spent (€): The money spent.

If you track projects based on hours, you’ll see progress at a glance. If you have a financial budget, you can quickly see how much has been used.

Budgets & expenses

In your overview you will see a number of columns. These include the columns Budget, Spent, Remaining and Cost. The values of these columns depend on your project's budget settings. Read more about this in this knowledge base article.

The budget column shows how many hours or financial resources you still have left on this project! Is there a currency sign in front of it? Then you can read here how much can still be spent, financially. Is there nothing in front of it? Then the column shows how many hours are remaining.

Under spent you can see how many hours you have already spent or how much money a project has generated, depending on the budget method. Under the heading remaining you can see how many hours or funds are left. Cost shows what all hours have cost so far. This is a calculation based on the employee's purchase rate (salary). Information on how to set this can be found here.

Creating Custom Views

You can now fully customize the Projects page to suit your preferences. This includes selecting visible columns, adding important ones, and reordering them. Filters, column widths, sort order, results per page, and visible, hidden, or pinned columns are all automatically saved.

To create a custom view:

  1. Select the columns you want visible and apply filters from the right-hand side.

  2. Rearrange the columns and adjust sorting as needed.

  3. Click "Save View"—and you’re done!

Bundling Projects

Want to create a main project with subprojects? As a project manager or admin, you can easily bundle projects from the Projects Overview.

Note: To bundle projects under a main project, they must be linked to the same client and cannot already be subprojects or main projects.

  1. Select the desired projects.

  2. Use the "Actions" > "Bundle Projects" option.

The main project acts as an umbrella, giving you insights into the data of all associated subprojects.

To add a new project to an existing main project:

  1. Open the main project.

  2. Click "Edit" and add the new project via the "Subprojects" tab.

Important: You cannot convert a main project back into a normal project or vice versa. This prevents issues with registrations, invoices, and quotes that are not visible on main projects.

Assigning Project Managers

Adding project managers to projects is now easier than ever—you can do it in bulk via the "Actions" menu.

  1. Select the projects you want to assign a project manager to.

  2. Click "Actions" > "Add Project Manager" and select the manager(s) you wish to assign.

And that's all that can be seen on the projects overview! No rocketscience, right? So if you're ever confused about what you see again, just look at this guide and you'll be right back up to date.

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