Managing Projects
Projects can be managed from the Projects list, a client detail page, Command Center, or the project detail page.
Projects List
The Projects list is the portfolio view. Use it to:
- Search and filter projects.
- 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
Projects can be filtered by:
- Status.
- Priority.
- Client.
- Project manager.
- Account manager.
- Team member.
- Team.
- Health.
- Capability.
Display settings are saved per view, so a client page can hide client columns while the main portfolio keeps them visible.
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 or which role is still unassigned, which capability they cover, 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. When that happens, Supervisible asks whether to reschedule assignments or handle out-of-range work. Treat this confirmation as important: assignment dates drive workload and capacity.
Date changes apply to unassigned reservations too, so draft staffing rows move with the project instead of disappearing from the plan.
Workload Table
The workload table is where you assign team members, reserve unassigned roles, and track hours. Each row represents a team member and capability, or an Unassigned capability row. The columns represent the periods in the project timeline. In weekly mode, each column header shows the compact start date for that week, and the header tooltip shows the full week range. 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 project display menu controls row ordering, workload indicators, financial columns, capability visibility, heatmap mode, and whether inactive or suspended users remain visible. Display settings are saved in your browser and survive page refreshes.
When your role allows assignment edits, each workload row has an actions menu for row-level changes such as deletion. The menu appears when you hover or focus the row so the grid stays focused on dates, people, capabilities, and hours while you scan it.
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 table. On time and materials projects, the display menu can also show:
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.