You can access the Project Pulse side panel from almost anywhere in Kantata OX. Simply click on a project’s name in the Dashboard Activity Feed, Time Entries, Expenses, and more. You can also open the Project Pulse side panel by clicking the Details icon (“ ”) in the project workspace. Keep in mind that clicking on a project name in certain areas, such as the Project List or Global Tasks, skips the Project Pulse side panel and goes straight to the project workspace.
Note: The Project Pulse side panel is only available to project Consultants; Clients do not have access.
The Project Pulse side panel consists of several sections where you can view and/or edit project information; the Project Header, Details, Financial, Health, and Custom Fields.
The header of the Project Pulse side panel contains the project name and a Go to project link to the workspace. If you have Custom Branding enabled, the color of the header will change to match the left navigation color. You can click Close (“ ”) or press Esc on the keyboard to close the side panel.
The Details section gives you access to important details about your project, such as status, dates, associated groups and clients, and the full description.
- Status—This section only appears for those with Kantata OX Premier or Enterprise. It displays the project's current Status and can be adjusted from the project workspace.
- Dates—This reflects the Start and End Date set in Project Settings. Any changes made to those dates are reflected here.
- Estimated Completion Date—This date is extrapolated from the Due Date of the last task to be completed in the project (i.e., the project task whose deadline is the furthest out). This date may differ from the planned End Date of the project.
- Groups and Client—This shows any Groups or a Client added to the project.
- Description—Displays the contents of the Description field found in Project Settings—a summary of the project plan which defines project issues, goals, overall objectives, and the tasks and resources required.
This section is only available to members with Financials project permissions (or higher); it shows you the project’s total budget, as well as the actual fees used, the EAC (Estimate at Completion), and the ETC (Estimate to Completion). Any changes made to the budget are automatically reflected here.
This allows you to see how you’re tracking against your task budget and original hours estimate.
First, it’s important to understand EAC, ETC, and actual fees.
- EAC (Estimate at Completion)—This is what has already been spent and is expected to be spent by the time the project is complete. EAC is calculated by adding your actual fees with your future hours to show you an estimate of what your total hours and fees will be once the task work is completed.
- ETC (Estimate to Complete)—This is the amount of money spent from the day of the week specified in the Project Estimate Calculation Options until the end of the project. ETC is calculated by multiplying either scheduled hours or hard allocations by bill rate from the day of the week specified in the Project Estimate Calculation Options forward. It will only be available to view after you enter scheduled hours in the Resourcing tab of a project or hard allocations in the Resource Center, depending on the Project Estimate Calculation Options you’ve selected in the Time & Expense Settings.
- Actual Fees—By default, this includes the hours that have been tracked towards the project to date. If you have selected the Include Expenses option in the Financials section of the Project Settings; actual fees also include expenses and additional invoice items.
When the bar is green, it means the project is under (or at) budget; if the bar is red it means the project is over budget. The black vertical marker represents the current EAC. If you see the / / symbol, it indicates that EAC information can no longer be shown to scale on the bar. The project’s actual fees, budget remaining, and current budget are displayed below the bar.
You’ll see the EAC and ETC in the box to the right, indicating whether your project is Under or Over budget—and by how much. The amount of Variance shown at the bottom of the box represents the difference between your EAC and your budget; the percentage is calculated by dividing the variance amount by the budget.
This section is virtually identical to the Budget tab of the Project Admin box. The Project Admin box can be found on the right-hand side of a project's Activity feed. Any changes made to the budget are automatically reflected here.
Consultants with Financials project permissions (or higher) can document details about the overall health of a project’s schedule, scope, budget, and client status. This gives you a visual, side-by-side comparison of your ten most recent health reports shown as a red, yellow (amber), green line chart.
Project health reports are often created by Project Leads on a regular basis to track status over time and predict risk to pace, execution, and resourcing. As you Add (“”) new health reports, they appear horizontally below the chart with the newest date on the right; click on each date to view the details of that report.
Only one New Health Report can be created per day. Although you can Delete a report at any time, you can only Edit a report on the day that it was created.
When creating a new health report, only the Overall status field is mandatory. Before saving, you must select a health color and provide a description. Optionally, you can assign health colors and text for the project's current Schedule, Scope, Budget, and Client status.
The data from these health reports can be pulled into Insights to ascertain the health of all projects, identify risk areas, and take advantage of other key features.
Note: Although the project health report uses the same red, yellow, and green colored dots as the project's Status, they are quite different. The project's Status is typically used as part of a stage-gate process that divides the project into distinct phases, based on information available at the time.
This section displays all the Project Custom Fields (arranged alphanumerically) previously created by Account Administrators in Settings > Custom Fields. You are not able to add or delete custom fields from the Project Pulse side panel.
Using Forms, you can add a tab to a project that contains only the custom fields that are relevant to the project, arranged in the order you want. The form can be used to view and update custom fields for a project. For more information, see the Forms article.
Project Custom Fields are viewable only if the field's Read Permissions are equal to (or greater than) the member's Project-level permissions. For example, a Project Custom Field with Read Permissions set to Time & Expense can be viewed by members with Time & Expense access all the way up to Project Administrator.
Read or Write Permissions are managed by Account Administrators; all new Custom Fields in Project Sets default to being viewable by Contributors and editable by Project Administrators.