Managing Projects
Projects can be managed from the Projects list, a client detail page, Staffing, or the project detail page.
Projects List
The Projects list is the portfolio view. Use it to:
- Search and filter projects.
- Save useful portfolio slices as personal or workspace views.
- Toggle completed work.
- Inline-edit status, priority, health, PM, account manager, dates, and team fields when your role allows it.
- Open the inspector for a detailed side panel.
- Bulk-select projects for supported actions.
- Create projects or invite users from inline selectors when allowed.
- Hover or focus project, client, project-manager, or account-manager cells to preview health, priority, billing type, time left, ownership, and team context without opening the row.
Filters
On the main Projects list, projects can be filtered by:
- Status.
- Priority.
- Client.
- Project manager.
- Account manager.
- Team member.
- Health.
- Billing type when financial fields are available to you.
- Margin when financial fields are available to you.
- Start date.
- Target date.
Select filters support both is and is not, so you can include a set of values or exclude it. Date filters use relative windows such as last 30 days, next 30 days, and next 12 months. Margin filters support under, over, and between comparisons.
Display settings are saved per route, so the main portfolio and a client detail page can keep different columns, sorting, and completed-work settings.
Saved Views
Use saved views on the main Projects page when a filtered portfolio slice is worth revisiting or sharing. A saved view captures the current filters and display settings, then appears as a tab beside All projects.
Any user can save a private view for their own project list, such as "My active retainers" or "Projects ending soon."
Organization owners, admins, and managers can share views with the workspace. Shared views appear first in the tab row and can be maintained by anyone with shared-view access.
Selecting a view adds it to the URL, so you can send a link to the same project slice instead of describing the filters manually.
Filters added on top of a view show as unsaved changes. Use Save to update a view you can manage, Save as new when you cannot overwrite it, or Discard to return to the saved version.
A view also stores grouping, sorting, completed-work visibility, and visible columns. Use the view menu to rename, change visibility, delete, or save the current layout back to the view.
Project Detail
The detail page is where you manage the work itself:
Project identity, status, dates, ownership, subscription, and Slack channel controls.
Project links and documents, with quick open, copy, edit, and delete actions when your role allows them.
Planned assignments, unassigned reservations, and actual hours over the selected period.
Who is working, whether a capability has been chosen, which role is still unassigned, and how many hours they have in each period.
Status and Health
Status describes lifecycle. Health describes delivery condition.
| Health | Meaning |
|---|---|
On Track | The project is progressing normally. |
Needs Attention | A decision, review, or adjustment is needed. |
Understaffed | The project needs team members, PM coverage, or capacity. |
Off Track | Delivery is at material risk. |
Date Changes
Changing dates can make existing assignments fall outside the new range or extend the plan into new weeks. When shortening a project would remove non-zero-hour assignments, Supervisible asks you to confirm before it deletes the out-of-range work. Treat this confirmation as important: assignment dates drive workload and capacity.
When extending a project changes the staffing plan or billing context, Supervisible explains the consequence before the new dates are applied. Retainer extensions can show the planned revenue change to users with financial access. Fixed-price project value stays the same when the schedule expands, and time and materials value still follows assigned hours.
Date changes apply to unassigned reservations too. If the boundary week has planned rows, extending the start or end can copy that boundary-week plan into the newly added weeks so draft staffing rows continue with the project instead of disappearing from the plan.
Project date icons use the same meaning in project lists, project creation, inline date cells, and the project header:
Workload Timeline
The workload timeline is where you assign team members, reserve unassigned roles, and track hours. Each row represents a staffed person, a staffed person with a specific capability, or an Unassigned capability reservation. Use a staffed row without a capability when you know the person but are still deciding the exact role. Planned hours drive workload; actual hours help compare the plan with delivery. Team-member cells include previews for role, status, email, current time off, and current-month workload when available.
The timeline is a horizontal planning canvas. Use the date controls to choose the focus range, switch between weekly and monthly grain, or jump back to Today. The canvas opens near today when the project includes it, grows as you scroll, and marks the project start date, target date, and today's date on the same axis.
Assignments render as bars over the weeks they cover. A bar is one continuous run of equal weekly hours; a row splits into separate bars whenever the hours change or a zero-hour gap appears.
Drag across an empty part of a row to create planned hours for those weeks.
Drag a bar to move it, drag either edge to change its dates, or drag the top or bottom handle to change hours per week.
Double-click a bar or open its actions menu to edit the staffed person, capability, dates, hours, and billing rate where your role allows it.
Select multiple bars, then shift them one week, adjust weekly hours by four-hour steps, remove them, or clear the selection.
The display menu controls ordering, workload indicators, visible money rows, capability visibility, optional over-capacity marks, and whether inactive or suspended users remain visible. Display settings are saved in your browser and survive page refreshes. Sort timeline rows by name, capability, cost, or total hours.
Over-capacity marks are opt-in. When enabled, a thin red rim appears only over the weeks where the drawn allocation puts that person over capacity. The row workload indicator and hover peek still show capacity context even when the rim marks are off.
When the selected view has no visible timeline rows, the empty state stays centered in the visible canvas area and offers the next relevant recovery:
Editors can choose Assign team member to open the same member picker used by the add row. Read-only users see that workload will appear once someone is assigned.
If search or capability filters hide in-period rows, use the reset action to clear the workload search and filters together.
If assigned hours exist outside the selected dates, use the action labeled with the nearest assignment date to jump to that work. Supervisible keeps the same weekly or monthly view and preserves the length of the selected range.
The project inspector's finance rows follow the selected workload period. Planned revenue, cost, planned profit, margin, effective rate, and hours are calculated for the date range you are viewing, not just for the full project. If planned hours depend on a member or capability without a cost rate, Supervisible marks the cost data as incomplete instead of showing a margin that looks more certain than it is.
Unassigned Roles
Use unassigned rows when you know the role a project needs before you know the person. You can:
- Add a capability from the empty row to reserve it.
- Edit planned hours directly on the unassigned row.
- Remove the row when the role is no longer needed.
- Click Unassigned and choose a member to staff it.
Staffing an unassigned row converts it in place. Planned hours are preserved; cost and bill rates re-rate from the staffed member unless you set an explicit row override afterward.
Financial Columns
Users with financial visibility can show cost in the workload timeline. On time and materials projects, the display menu can also show bill rate. Revenue and margin can be shown for any project that has recognizable revenue, including fixed-price and retainer work with an amount.
Hours, cost, revenue, and margin summarize the selected focus range and each visible timeline column.
Time and materials assignments can show and edit the hourly billing rate when your role allows rate updates.
Time and materials revenue follows assigned hours. Fixed-price and retainer revenue follows the project calendar instead of multiplying by each staffed row.
Margin compares recognized revenue with planned cost. Weeks with no staffed hours do not claim a margin even when a fixed-price or retainer contract recognizes revenue in that period.
Bill-rate fallback order is row override, member default bill rate, capability default bill rate, then the project hourly rate. Cost for unassigned rows comes from the capability default cost rate and is shown as an estimate.
Project Actions
Common project actions include:
- Duplicate a project when you need a similar setup for recurring work.
- Extend a project when the timeline grows and you want future periods to continue from the current plan.
- Cancel a project when work is abandoned but the record should remain for history.
- Delete a project only when the record and its assignments should be permanently removed.
Permissions
Users without editing access can still read projects they can access, but edit controls are hidden or read-only.