Managing Projects
Day-to-day project operations, team assignments, and status tracking.
Managing Projects
This guide covers the daily operations of managing projects in Supervisible—from the projects list to individual project details.
The Projects List
The main table shows all your projects with key information at a glance:
- Name — With progress indicator and language badge
- Client — With avatar
- Status — Current project status (click to change)
- Priority — Editable inline
- PM / AM — Project Manager and Account Manager
- Team — Avatar stack of assigned members
- Flags — Health indicators
- Schedule — Start and end dates
- Agency Rate — Effective hourly rate (requires financial access)
- Profit — Estimated profit and margin percentage (requires financial access)
Filtering
Filter projects by:
- Status (Draft, Planned, Active, Completed, Cancelled)
- Client
- Priority
- Project Manager
- Flags
- Language
- Billable vs Non-billable
Project Status
Every project has a status that you control directly. Click the status icon on any project to change it.
| Status | Meaning |
|---|---|
| Draft | Not yet confirmed — tentative |
| Planned | Confirmed, not yet started |
| Active | Work in progress |
| Completed | Finished |
| Cancelled | Abandoned or stopped |
You can change a project's status at any time from the project row, the detail page, or the inspector panel. Any transition is allowed — for example, you can reopen a completed project by setting it back to Active.
Overdue projects: When an active project is past its end date, an overdue indicator appears next to the status. This helps you spot projects that may need attention or should be marked as completed.
Visibility: Completed and cancelled projects are hidden by default. Use the Show completed toggle to display them.
Project Detail Page
Click any project to see its detail page. The header card shows:
- Project name, client, and objective
- Status and billing type badges
- Project Manager and Account Manager
- Total estimated and actual hours
- Schedule dates and duration
- Financial metrics (value, agency rate, costs, margin) — if you have access
Workload Table
The workload table is where you assign team members and track hours:
- Each row represents a team member with a specific capability (skill/role)
- Columns represent weeks within the project timeline
- Enter estimated hours per week in each cell
- Expand rows to see and enter actual hours worked
Quick entry: Drag across cells to fill multiple weeks with the same hours.
Adding Team Members
- Click Add Row below the workload table
- Select a team member
- Choose their capability on this project
- Enter hours per week
The Project Manager is automatically assigned when the project is created.
Project Flags
Flags help you track project health at a glance:
| Flag | Use When |
|---|---|
| On Track | Everything is progressing as expected |
| Needs Attention | Something requires review |
| Off Track | Significant issues need addressing |
| Understaffed | Auto-set when missing PM or team members |
The system automatically manages the "Understaffed" flag based on whether the project has a Project Manager and team members assigned.
Project Actions
Edit Project
Click the edit button to change any project field. When changing dates, you can optionally reschedule all team assignments to match.
Duplicate Project
Creates a copy with "Copy of" prefix. You can select which team members to include in the duplicate. Useful for recurring project types.
Extend Project
Available from the projects list for bulk operations. Can copy the last week's assignments to fill the extended period.
Cancel Project
Set a project's status to Cancelled when a project is abandoned. Unlike deleting, cancelling preserves the project record and all assignments. Cancelled projects are excluded from active capacity calculations and financial reports, but remain visible when you toggle Show completed.
Delete Project
Permanently removes the project and all assignments. Requires delete permission.
Tips
Keep status up to date. Status is controlled by you, not computed from dates. Update it as the project progresses.
Use capabilities consistently. They help track what skills are needed vs. available across projects.
Update flags regularly. They're visible in the projects list and help managers spot issues quickly.
Check agency rate. If it drops below your target threshold, the project may need attention—either reduce hours or renegotiate scope.
Related
- Creating a Project — Set up new projects
- Project Financials — Billing, margins, and profitability
- Project Expenses — Track additional project costs
- Team Workload — See team capacity and assignments