Scoro's project view serves as the central hub for project management. It allows you to manage and track all aspects of your project while collaborating with your team to ensure efficient use of time and budget.
All project information is organized into focus-based sections and subtabs, making concentrating on one aspect at a time easy.
Watch the video for a high-level overview, or use the written guide below to learn about the view at your own pace.
Project view header
When you open a project in Scoro, you will see an overview of your project's essential information. This includes details like the team involved, start and due dates, and the client’s name. Additionally, you will find a progress bar on the right and a summary bar in the middle.
The progress bar on the right visually indicates your project’s progress time-wise, i.e., how far you are with the project and if you’re in danger of exceeding your planned hours.
Different colors represent the status of tasks and activities. Here's how to interpret progress bars and other availability indicators in Scoro:
- Blue reflects the total time already spent on tasks and activities
- Yellow highlights the time for work that has been scheduled or planned
- Red indicates if activities take more time than estimated
- Grey signifies the estimated ‘buffer’ time for completing the project
The summary bar gives you an instant overview of your project’s progress in numbers. It presents real-time project-specific metrics that vary depending on how your project budget is set up.
Here are the various metrics the summary bar may show.
Time budget metrics
- Used hours (%) – the percentage of budgeted hours you have serviced the client for the project/filtered period
- Completed hours are divided by the budgeted hours
- This metric shows up only if a time budget is set
- Used hours (h) – the number of hours you have serviced the client for the project/filtered period
- Remaining hours – the number of hours you have left to use for the project/filtered period
- Completed hours are subtracted from the total hours budgeted for the project
- A negative value indicates you have exceeded your time budget
- This metric shows up only if a time budget is set
Monetary budget metrics
- Earned revenue – the amount you have earned from the work you have delivered to the client
- If you’ve enabled the ‘Include bills and expenses' toggle in the project modify view, then any bills and expenses are also included in this calculation.
- Remaining days – the number of work days left for the project
- Compare it with the used hours and earned revenue to evaluate progress.
- Note! If your site also includes weekends in the workweek, the remaining days counter will consider weekend days.
- This metric shows up only if an end date for the project is set
- Overdue tasks – the number of overdue tasks for the project
These summary bar metrics are for regular one-off projects. Learn more about the summary bar metrics for retainer projects here.
Now that we’ve covered the header, let’s review each section in the project view!
The List is where convenient and efficient task management happens.
- Track the progress of your tasks with key indicators such as the task progress bar, status, due date, time spent, and remaining time
- Add new tasks, or edit and manage previously set tasks
- Update task status
- Assign, unassign, and reassign tasks to relevant team members
Furthermore, you can filter the tasks you want to see (Done, Not done, or both) using the gear icon in the top right corner of the list.
Note! Scoro uses your most recent filter as your default preference. If you filter out done tasks, you will only see Done tasks in each project until you change the filter.
Scoro’s interactive Gantt chart gives you a detailed outline of the status and progress of your project.
Use it to
- Plot phases and tasks on a timeline as you plan out your project
- Track the current state and progress of tasks once your project commences
- Manage and update project details
The Gantt chart is interactive, so all tasks and phases are updated accordingly when you make any changes, i.e., time changes like extending the deadline.
For example, if deliverables or deadlines change, move or pull on the task to change the timeline. Add tasks on the left-hand side and distribute responsibilities using the assignee column. Read more about the Gantt chart.
On the Events tab, you can overview all project-related events in a list view. On the right-hand side, you can filter out future, past or choose both options to overview all related events. And additionally, you can add new ones, that will be automatically linked with the project and contact card.
The Calendar lets you easily view, schedule, modify, and track project-related events.
The Budget section focuses on all your project’s budget insights.
The Burn-up chart visualizes your budget burn over time.
The chart shows how much time you have spent on the project (Actual line) and how much work you have planned for the future (Planned line). Compare these to the total hours you’ve budgeted for the project (Budget line) to ensure you stay within the estimated project scope.
It also includes a forecast dimension (Forecasted line) to help you detect potential overservicing in advance so you can correct it by replanning or renegotiating the project scope.
The Breakdown chart tracks the use of time budget across roles.
The chart shows the time you initially quoted for each role (Budget line), how much work has been planned (Planned bar) and logged (Actual bar), and the projected hours for each role based on the remaining planned time (Forecasted bar).
Note: The Breakdown chart is only visible if you have chosen role prices for the revenue calculation method in your project.
From here, you can easily detect if you’re overutilizing certain roles and need to replan work. Read more on budget charts.
Quoted vs Actual
The Quoted vs Actual table lets you deep-dive into your project’s financials as it breaks it down service by service and shows how well you're doing against your quoted estimates.
Track your project's financial progress from time spent to income generated and costs incurred to ensure profitability. Review the budget line by line to compare initial quotes with actual results and determine if you stay within the budget for each service. Read more on the Quoted vs actual table.
The Revenue subtab lets you manually recognize and forecast revenue on a project level.
If you’ve set up a monetary budget, Scoro will distribute it equally across the months and suggest some initial numbers for you. To recognize revenue, fill the fields with actual committed or forecasted sums.
This data feeds directly into a company-wide revenue report.
The Profit tracker gives you a high-level take on project profitability.
The tracker summarizes and compares the quoted budget with issued invoices, cost documents, and logged time. In fact, the simple budget may be your first point of reference to help you spot if you need to delve deeper and open the Quoted vs Actual table.
The Time section displays all done time entries, past events, relevant labor cost, and billing information.
Each time a team member adds a time entry under a specific task or attends a project-related event, it will be logged under this section. You can then review how much time various activities take and the cost to your business.
If you use time billing, you can easily bill your client based on the time spent in this section by ticking the activities you want to invoice and clicking the “Create invoice” button. The green and white currency icons on the right can help you quickly assess which time entries have been billed and which haven’t yet.
The Finances section is where you’ll find all project-related financial documents.
From quotes and invoices to purchase orders, bills, and expenses, you'll never have to guess the initial agreement with the client or where to find it. Hover over the document's name to see more details and click on it to open a complete overview in a new tab.
Access and modify all project-related information in the Details section, including description, tags, files, related contacts, and custom fields.
We recommend uploading all project-related files, e.g., contracts or supplier agreements, here to ensure everyone in your team is on the same page.
Keep up with all project-related discussions and communication in the Comments section.
Here, you can add, edit, and reply to all comments and sort previous comments from oldest to newest or vice versa.