✔ Available
on Deliver, Grow, and Scale subscriptions 1
Within Teamwork.com, you can use project
health reports to track and manage the
progress of your projects.
Click the More option in the
main navigation menu and select Reports from the pop-out menu.
Note: The project health report
is accessible to
site
administrators and users with project
admin permissions on at least one
project.
In the
reports gallery, select the Project
Health tile from
the Teamwork.com Reports section.
When viewing the project health
report:
- Site administrators will see all
projects.
- Project administrators will only
see
projects where they are an
admin.
In the project health report,
you
will
see a series of columns highlighting
important aspects of the project.
Name
Clicking the project name
will open a quick view of the
project's Summary on the right.
To the right of the project name, you
will also see a count of the total
number of overdue tasks currently
active (if any) on the project.
Clicking this overdue tasks
count will open a quick view listing
each of the tasks.
Last active
The last active date is
based on most recent activity
occurring on the project.
Owner
For projects with a project owner currently set, their user avatar will be
shown in the owner field. You can click
the avatar to change the owner. If no
owner is set, hover over the field and
click Set Owner.
Note: The project
owner feature
is available on paid Teamwork.com subscription
plans (excluding legacy Personal and
Startup
plans).
Dates
If set, the start and end
dates of the project will be
displayed. Clicking the dates will bring
up a modal allowing you to adjust the
dates.
For projects with no dates,
hover over the date field and
select Set Start & End
Dates.
Time left
This column displays the days (or months
or years) remaining on the project from
the current
day to the project's due date.
- It is only populated if the project
has start
and end dates set.
- Completed projects instead show
a Completed label.
Task completion
The percentage completion rate
of tasks on the project. This field will
also note the number of active tasks
remaining on the project (when the task
completion percentage is below
100%).
Clicking the
percentage will open a quick view on the
right detailing all of the project's
tasks.
Budget
This column is based on the project budgets feature which is only available on
per-user Premium subscriptions and
above.
If you have a project budget set
for a project, this field will show the
budget usage percentage, amount of budget
used, and the overall budget total. The
budget usage bar color will change from
green, to yellow, to red depending on how
much of the budget is used.
Once a project goes over budget, the
budget usage bar will turn red and a warning
indicator will be shown. Hovering over this
will display how much over budget the project
is currently.
Clicking the current budget percentage will
open a quick view displaying the budget history for the
project.
If no budget is set, a modal will
open allowing you to set a new budget for
the project.
Health
The current health status of
the project will be shown if set. You can
click the field to open a dropdown of the
project health options and select a new
one.
Note: The
project health feature is
available on paid Teamwork.com
subscription plans (excluding
legacy Personal and Startup
plans).
Latest update
The most recent project
update will be shown.
Hovering over the update, you can see who
posted the update and when. You can also
add a new update via this pop-up. For
projects with no update set, hover over
the field to set or request a new one
(depending on your project
permissions).
Note: The
project updates feature is
available on paid Teamwork.com
subscription plans (excluding
legacy Personal and Startup
plans).
Clicking the current update will
open a quick view on the right displaying the
update history for the project. You can also
set a new update in the top right.
Custom fields
You can also include additional columns
in the project health report for any
existing project custom
fields on your site.
Note: Custom fields
are available on per-user Premium/Grow
subscriptions and above.
Column
options
Click
the plus
icon to
the right
of the
column
headings
and use
the
toggles in
the
dropdown
menu to
show or
hide
relevant
columns.
You can
also customize the
order of the
columns in the
table by clicking
and dragging a
column heading to
a new position in
the
report.
Sorting
options
You can quickly sort the
report based on one of the
columns that supports
sorting by clicking the
column heading. Clicking
multiple times will switch
the sorting between
ascending and descending
order.
Filter options
In the top right of the
report
area, you can use the search field to
locate a specific project or owner.
You
can also toggle to view projects where
you
are a member or everyone's projects.
Using the date range option, you
can apply a range for the report such
as last week, last month, last 3
months, or custom range.
- This date range is based on project
activity, as reflected in the
report's Last active date
column.
- Only projects whose most recent activity
occurred within the selected date range
will be shown in the report.
Further filter options allow you
to filter by:
- Owner
- Tags
- Categories
- Companies
- Projects: all, starred, late
- Include
completed projects - use the
checkbox to include or exclude
completed projects.
To remove your current filter
selections, click Clear all.
You can use the Save
Filter button to save the
filtered view you are currently using.
Once you give the filter a name, press Enter / Return on your
keyboard to save
the filter. You can also access your
existing saved
filters via
the Saved
filters button in the bottom
left of the filter options dropdown.
Clicking a saved filter will apply it to
the report.
Export
Using the export option in the
top
right of the project health report, you
can
download a copy of the report in PDF, CSV,
or Excel.
Note: Accounts
on Grow and Scale subscription
plans will have an additional
option
to export to Google
Sheets.
Returning to the reports
gallery
You can exit the report
and return to the reports gallery by
clicking the Back to reports link
in the top left.
1. Also available on legacy subscriptions: Pro, Premium, Enterprise.