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Using the Project Tracker

Monitor all your projects' budget status and profitability in one view

When you manage multiple projects, you need a way to check on all of them at once — which ones are on track, which are running hot, and which are close to their budget limit. The Project Tracker gives you that bird's-eye view without opening each project individually.

Getting There

Go to Projects > Project Tracker in the left sidebar.

Project Budget Tracker

The Project Tracker shows hours worked, budget remaining, and progress at a glance.

What You'll See

Each project row shows:

  • Project name and client
  • Budget vs. actual — Hours or dollars consumed against the estimate.
  • Progress bar — A visual indicator of how much of the budget has been used. Green means on track; yellow and red indicate you're approaching or over budget.
  • Status — Open, on hold, or completed.

How to Use It

  • Weekly project meetings — Pull up the tracker to review all active projects. Focus on anything over 75% of budget that isn't close to completion.
  • Client conversations — Before a client check-in, look at their project's budget status so you can proactively address any overruns.
  • Resource planning — Projects nearing completion free up team capacity. The tracker helps you plan ahead.

Click any project to drill down into its full detail — team members, time entries, expenses, and billing history.

Tip: The Project Tracker is only useful if you've set up project budgets. If your projects don't have budgets yet, start with Setting Up Project Estimates and Budgets.