PROJECTS · OVERVIEW
Projects
All projects
Plan Sprint 25
+ New project
My work →
Cost dashboard →
Tue · May 13
Morning, Maya —
where are you needed today?
7
Open assignments
2
Due today
1
Blocked on you
31
h
Logged this week
My week
28h planned · 9h capacity left
Tue
Atlas · API
Beacon · blocked
Wed
Atlas · API
1:1 review
Thu
Northwind · QA
Fri
PTO ½ day
Mon
Atlas · API
My capacity this week
planned hours vs 8h/day
8h
9h
7h
6h
4h
8h
Tue
Wed
Thu
Fri
Mon
My assignments
grouped by project · 3 projects
AT
Atlas Replatform — Build auth refresh endpoint
SYM-4821 · in progress · due Thu
In progress
BE
Beacon Mobile — Wire offline sync queue
SYM-4790 · blocked on you · design handoff overdue
Blocked
NW
Northwind CRM — QA regression pass
SYM-4655 · todo · due today
Due today
AT
Atlas Replatform — Token rotation tests
SYM-4830 · todo · due Mon
Todo
Tue · May 13 · 2 assigned projects
Morning, Lee —
what's assigned to you?
4
Assigned tasks
1
Due today
1
Blocked on you
2
Projects
My assignments
assigned projects only · 2 projects
BE
Beacon Mobile — Review sync architecture
SYM-4801 · blocked on you · spec needed
Blocked
BE
Beacon Mobile — Offline conflict rules
SYM-4812 · todo · due today
Due today
AT
Atlas Replatform — Pair on token rotation
SYM-4830 · in progress · due Thu
In progress
AT
Atlas Replatform — Write integration tests
SYM-4844 · todo · due Mon
Todo
This week
assigned work only
Tue
Beacon · blocked
Atlas · pair
Wed
Atlas · tests
Thu
Atlas · tests
Fri
Beacon · rules
Mon
Atlas · tests
Tue · May 13 · 4 projects you lead
Morning, Dan —
are your projects on track?
2
At risk
5
Decisions pending
3
Blockers
2
Over-allocated
Delivery health · projects I lead
margin = health badge + 4-week trend, ratio only
AT
Atlas Replatform
On track · sprint burn 0.96 · 0 blockers
▲
Healthy
NW
Northwind CRM
Timeline slip 6d · critical path · scope +3
▼
Thin
BE
Beacon Mobile
2 blockers · 1 key-person risk · burn 1.21
▼
Underwater
VX
Vertex Data Pipeline
On track · sprint burn 1.02 · 1 blocker
▶
Healthy
Decisions pending
5
Approve Northwind scope change
+3 tickets · timeline impact
Today
Reassign Beacon offline sync
owner blocked 2d
Now
Sign off Atlas auth design
ready for review
Queued
Team allocation
over-allocated by name
PK
Priya Kapoor
Beacon + Northwind
124%
JL
Jon Lee
Atlas + Vertex
108%
MC
Maya Chen
Atlas
82%
Sprint burndown
active sprint · all led projects
Ideal
Actual remaining
· tracking ~2 days behind
Cross-app radar
key-person risk · contract expiry
Priya Kapoor — sole owner of Beacon sync layer
key-person risk · no backup assigned
Risk
Contractor MSA — Vertex — expires in 18d
renewal not started
Expiring
Portfolio · 14 active projects · Q2
Morning, Rae —
which projects make or lose money?
24.6%
Portfolio margin
$1.84M
Burn to date
+6.2%
vs forecast
3
Margin at risk
Worst-margin projects
Open cost dashboard →
Beacon Mobile
Lumen Health · fixed-bid
−4.1%
margin
$214k
cost
$205k
revenue
Northwind CRM
Northwind Co · T&M
8.3%
margin
$312k
cost
$340k
revenue
Halo Analytics
Halo Inc · retainer
11.0%
margin
$178k
cost
$200k
revenue
Atlas Replatform
Atlas Corp · fixed-bid
31.4%
margin
$486k
cost
$709k
revenue
Burn vs forecast
cumulative · Q2 by week
Forecast
Actual burn
+$240k proj.
FX rollup
3 currencies
USD
9 projects
$1.21M
EUR → USD
3 projects · rate 1.08
$0.47M
GBP → USD
2 projects · −1.4% drift
$0.16M
Revenue → margin bridge
Q2 · how revenue nets to margin
Revenue
$2.44M
− Labor
−$1.62M
− Expenses
−$0.22M
= Margin
$0.60M
24.6% portfolio margin ·
labor + expenses = $1.84M burn to date
Margin by project
centered at 0%
Beacon Mobile
−4.1%
Northwind CRM
8.3%
Halo Analytics
11.0%
Vertex Pipeline
18.5%
Atlas Replatform
31.4%
Mon · Day one
Welcome, Maya —
where are you needed today?
—
Open assignments
—
Due today
0
Blocked on you
40
h
Capacity this week
My assignments
Nothing assigned to you yet
When a lead assigns you a ticket, it lands here — and you'll get a notification. Nothing for you to set up.
unlocks when a lead assigns your first ticket
My week
0h planned · 40h free
Mon
Tue
Wed
Thu
Fri
Your week fills in as work is scheduled. Meanwhile, your profile drives everything — make sure your skills and working hours are right.
Review my profile →
Mon · Contract active
Welcome, Lee —
what's assigned to you?
—
Assigned tasks
—
Due this week
Active
MSA · thru Dec 31
Assigned to me
No work assigned yet
Your contract is live and your client contact is
Dan Ortiz
. Tickets assigned to you appear here — you only ever see your own scope.
unlocks when the project lead assigns you a ticket
Logging time
Once you have a ticket, log hours from the ticket itself — approved logs feed the client's invoice, so there's nothing to configure on your side.
Mon · No projects yet
Welcome, Dan —
are your projects on track?
—
At risk
—
Decisions pending
—
Blockers
Get to your first health signal
3 steps
1
Create your first project
Name, client, dates. Everything on this page keys off it.
+ New project
2
Add tickets and your team
Even rough tickets — estimates pre-fill from team history; capacity and blockers start tracking immediately.
3
Team logs a week of time
Sprint burn, timeline slip and the
margin health badge
switch on. Margin also needs a budget — finance or you can add one.
Delivery health · projects I lead
preview
What this will look like
·
Your first project
On track · sprint burn · blockers
▲
Healthy
·
Your second project
Timeline · scope · key-person risk
— badge pending
unlocks at step 3 · badge needs a budget + logged time
Portfolio · No cost data yet
Welcome, Rae —
which projects make money?
—
Portfolio margin
—
Burn to date
—
vs forecast
Get to your first margin number
1 of 3 done
✓
People & loaded rates
14 people synced from HR with loaded cost rates.
2
Budgets & bill rates on projects
Revenue side of the margin equation. Set per project, or defaults per client.
Set up budgets
3
Time accrues against budgets
After the first week of logged time, burn, margin and the forecast line appear — and the
margin-alert threshold
becomes worth setting.
Worst-margin projects
preview
Margin appears after the first week of logged time
Numbers only render when they're real — you'll never see a $0.00 that means "no data." Until then this card stays quiet.
unlocks at step 3 · needs budgets + logged time
VIEWER
Employee
Contractor
PM / admin
Finance
DATA
Active org
Day one