Which engagements need attention?
Compare project state, end date, open risk and missed checkpoints.
From Delivery Evidence
- Agencies PM
- Reports and analytics
Reports for the questions your team asks
Read schedule, work, revisions and approved time from linked delivery records.
Overview×
Agencies PM · Overview
Agencies PM dashboard
This quarter
Time entries in view
6Total hours
51Billable
3Non-Billable
3Projects by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Planned | 24 | ||
| Active | 16 | 67% | |
| On hold | 11 | 69% | |
| At risk | 8 | 73% |
Budget by status
Sample totals per stage
Questions to answer
Where is effort moving?
Read package estimates beside task actuals and approved project time.
From Work Planning
What feedback remains?
Group revision requests by owner, severity and status.
From Revision Requests
What can inform billing?
Summarize approved billable hours by project and contributor.
From Client Projects
More reports
Project schedule and budget List
Compare each project's start, end, budget, status and owner.
Package effort variance Grouped
Compare estimated and actual hours by project and work package.
Task completion Grouped
Group tasks by project, package, assignee and status.
Creative milestone health List
Show due dates and Pending, Met or Missed status by project and owner.
Revision workload List
Group requests by project, severity, status and owner.
Submitted time awaiting review List
Show submitted hours by work date, project and team member.
Approved billable time Grouped
Sum approved billable hours by project and team member.
Open risk exposure List
Group open risks by probability, impact, owner and project.
Approval and receipt trail List
Compare review decisions with operation type, result and occurrence date.
Set up Agencies PM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.