Overdue warnings

In simple words

Overdue warnings is part of Projects. Be told before a project slips. You do not have to do anything for it to work — this guide shows you where to see it.

Where it fits in your work — Deliver. Team members update tasks and log time; overdue work notifies the assignee.

Before you start

• You need to be signed in to your company's workspace. Projects appears in the Workspace dashboard and in the left menu when your role includes it.
• What you can see and change depends on your role. If a menu item or button is missing, ask your workspace owner to give your role access in Workspace → Users.
• Overdue warnings belongs to Time & money in Projects. Be told before a project slips.

How it works

1. 1

   Step 1

   Open Projects

   Sign in and open the Projects panel from your Workspace dashboard (or sign in to it directly). You see only what your role allows.

2. 2

   Step 2

   Nothing to set up

   Overdue warnings works on its own. Be told before a project slips.

3. 3

   Step 3

   See it at work

   Open “Project Portfolio Overview” — the screen on the right is where its effect shows.

Tips

• You can use more than one filter together (Date Range, Granularity, Client) to see exactly the records you want.
• The tabs (Day, Week, Month, Year) show different views of the same data — switching tabs never changes anything.
• If you make a mistake, open the record again and correct it. Changes are recorded against your name so your team can see who did what.

Quick recap

Open Projects → Nothing to set up → See it at work

What it connects to

• CRM & Sales

  Projects start from clients won in the CRM.

• Finance

  Milestone billing and project profitability.

• Team Chat

  A discussion channel for each project.

• Client & Student Portal

  Clients see progress in their portal.

What you will see on this screen

These are the parts of the Project Portfolio Overview screen, exactly as they appear in the product.

Why use Projects

Projects replaces project management software, on the same login and the same data.

• Clear ownership of every task and deadline
• Know a project's profitability before it ends
• Time, cost and milestones in one place
• Milestones can raise the invoice automatically

Who uses Projects

• Project managers

  Plan, assign, track and bill delivery.

• Team members

  Work from their own task list and log time.

• Account managers

  Keep the client relationship and project history together.

• Leadership

  See portfolio health, utilisation and profitability.

More in Time & money