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Catch a project going over

10 minModerate

You learn a project is going over in the week it starts to slip, while capping or re-pricing it is still a decision you can make.

  1. Step 01

    Give the project a fee and a rate card

    Set the fee and the cost and bill rates by role. In , each logged hour is priced at the rate in effect that day and netted against the fee, so the margin is right from the first hour.

    Example data
    Give the project a fee and a rate card
  2. Step 02

    Read the projects list

    Every active project shows its health, hours used, fee and due date, and the portfolio margin sits above the list. A project sliding toward zero asks for a decision, not a status update.

    Example data
    Read the projects list
  3. Step 03

    The flag arrives the week it slips

    When a project's hours burn faster than its timeline allows, marks it at risk and the overnight check puts it under Worth a look on Today, with the numbers behind it.

    Example data
    The flag arrives the week it slips
  4. Step 04

    Decide while it is still a decision

    Cap the remaining work or re-price it with the client. The project page gives you the arithmetic; the flag made sure you saw it in time, without anyone keeping a spreadsheet honest.