The Client Project Status Report provides a global overview of how long projects have remained in a particular status, helping firms track project progress and identify potential bottlenecks.
How to Access the Report:
- Navigate to "View Reports" in the black ribbon on the left under Reports.
- In the upper right "Projects" section, select "Client Project Status."
Key Benefits:
Project Tracking – Monitor how long projects stay in each status to ensure timely completion.
Bottleneck Identification – Spot delays and take action to keep workflows moving.
Workflow Optimization – Improve project management by addressing areas where projects stall.
Client Communication – Keep clients informed about project progress and expected timelines.
This report helps firms enhance efficiency, manage deadlines, and ensure smooth project completion.
1. Select the Start and End Date
2. You can filter by project status Closed/Open/All
3. Search by client in the search bar if needed
4. Click - Run Report
5. Select the group by category or categories - the group by filters are stackable.
The report will display the average number of days projects spend in each status.
Note: column sorting is disabled if there are 3 group-bys.