Project Overview

Project Overview shows what is happening in the project in a birds eye. You can access overview by project navigation.

Project Fields

Modify Project Fields

To modify the fields, click on the editable fields and renew it.

Work count, estimated points, project progress and total estimated man-hours are automatically obtained from the project data.

Project Progress

Hover on the progress bar to view the details of the project's progress.

Customize the Layout of Overview

To customize the layout of the project overview, click the Cutomize button.

Project administrator permission is needed for this action.

The layout setting pane consists of two part:

Available Fields: The newly created fields will be displayed here. They are Invisible until being added to Preview.

Preview: The layout that everyone can see in Overview.

Create a custom field

To add new fields to the layout, click +New Field button at Available Fields part. Formula, Text, Date, Member and many other field types are supported in the project overview.

You can make the created fields reusable across your Organization.

Add fields to the layout

Drag and drop the available fields to add them to Preview.

Remove fields from the layout

To remove a field, move the field from the Preview to the Available Fields.

Edit or Delete a Field

Hover on the field card and select the Edit or Delete icon.

System preset fields are not supported to edit or delete.

Reorder the layout

Once the fields have been added to the preview, you can drag and drop them to adjust their display order.

Don't forget to save the layout after setting up.