PROJECT metrics

Harvest

Thomas Bolvig Amorøe avatar
Written by Thomas Bolvig Amorøe
Updated over a week ago

General

1. "Open" are projects not set to "Archived"

2. "Closed" are projects set to "Archived"

3. Projects on clients that have been defined as "Internal" clients in GoSimplo setup are NEVER included. See and modify your setup here (click the cog wheel below Harvest logo).

4. Invoicing directly to clients (not relating to a project) is NEVER included on Project dashboards (as opposed to Client dashboards, where they are counted)

Budget (B)

Fixed Fee project type

Total Budget equals amount displayed in "Project fees" field

Time & Materials project type

Requires using budget methods "Total project fees" or "Fees per task" (other methods do not generate a budget value for the project)

Spend (S)

The sales value of all time entries and cost price of all expense items.

Invoiced (I)

The sum of sales invoices (excl. VAT/taxes) which are not either in status "Draft" or "Written-off".

Specifics for "Overview" dashboard

ONLY billable projects are included

Specifics for "All projects" dashboard

Does not contain closed projects that are more than 2 years old

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