Within Teamwork, you can use project health reports to track and manage the progress of your projects.

This feature is currently in a Beta release phase and is available on paid per-user subscriptions.

Go to the Reports area of your site and select the Project Health tab.

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The Reports area is accessible to site administrators and users with project admin permissions on at least one project.

When viewing the project health report:

  • Site administrators will see all projects.
  • Project administrators will only see projects where they are an admin.
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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.

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Below the project name, you will also see a count of the total number of overdue tasks currently active on the project. Clicking this count will open a quick view listing those tasks.

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Last active
The last active date is based on most recent activity occurring on the project. You can click the date to open a quick view listing the project's recent activity.

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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.

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Note: The project owner feature is available on paid Teamwork 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.

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Time left
This column displays the time remaining on the project, from the current day to the project's due date. It will only be populated if the project has start and end dates set.



Task completion
The percentage completion rate of tasks on the project. Clicking the percentage will open a quick view on the right detailing all of the project's tasks.

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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 and the remaining hours left. For projects over budget, the field will be highlighted in red and you will see the number of hours over budget.

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Clicking the current budget value will open a quick view displaying the budget history for the project.

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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.

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Note: The project health feature is available on paid Teamwork 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.

Note: The project updates feature is available on paid Teamwork subscription plans (excluding legacy Personal and Startup plans).

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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.

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If no update is set, you can hover over the field and click Set Project Update to add a new one.

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Column options

Click the options button (three dots) to the right of the column headings and use the toggles in the dropdown menu to show or hide relevant columns.

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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.

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Sorting options

You can quickly sort the report based on a specific column by clicking the column heading. Clicking multiple times will switch the sorting between ascending and descending order.

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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.

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From the duration dropdown, you can set a date range for the report, including last week, last month or last 3 months.

Further filter options allow you to filter by: 

  • Tag
  • Categories
  • Companies 
  • All projects
  • Starred projects 
  • Late projects
You can also choose to include completed projects via the checkbox. 

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To remove your current filter selections, click Clear all.


Export

Using the export option in the top right of the project health report, you can download a copy of the report in PDF format.

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For more information, see: Setting Project Health