How to review your dashboard and invoice work

Read totals and previews separately

Open Home to see Overview. Projects, Open tasks and Pending changes count your accessible workspace records; the lists below are previews, not complete registers. Select Projects or Open tasks for the full permitted list. Pending changes jumps to Waiting for clients.

Delivery overview covers the projects in this preview. Approved effort completed is completed approved hours divided by approved hours, not the percentage of tasks finished or money paid. The distribution separately counts Backlog, Ready, In progress, Client review and Done. A dash means there is no approved effort to measure.

Find the next eligible task

Needs attention previews blocked work and draft invoices. Use Review blocker or Review draft to open the source record; Scope review needed means approved scope must be reviewed before issuing the draft. Drafts are not receivables.

1. Under Approved work, enter a task title in Find a task. Search matches titles in the current open-work preview.
2. Use Show work to choose All open work, Blocked, Backlog, Ready, In progress or Client review. Completed and archived tasks are not in this preview.
3. If nothing matches, use Clear filters. Choose Open task for details or Open board for the work board. Upcoming work shows up to five dated open tasks, earliest first, independently of these filters; View all opens the work list.

Keep client decisions and balances separate

Waiting for clients lists published scope proposals and the named commercial approver. View proposal status opens the request; only the designated client can accept or reject the proposal. Proposed changes are not outstanding money.

Issued receivables shows authorized issued balances and overdue amounts grouped by currency. Drafts and proposals are excluded, and currencies are never added together. The issued-invoice count includes settled invoices; Open invoice preview shows only previewed issued invoices with a balance. Review all invoices opens the register. Financial totals may be unavailable to your role; if workspace totals cannot load, use Reload overview rather than inferring a balance from preview rows.

Expand work from an invoice

Open an invoice and find Work overview, then Work in this service period. Expand or collapse a service row to inspect permitted subtasks, including approved additions in the same period. This view is not limited to tasks with their own invoice line. View next work page appears when more permitted tasks are available; server group totals and project progress are not recalculated from the visible rows.

Draft document hours or Issued document hours counts hourly lines only. Current approved project scope and Project delivery progress cover the whole project, including work outside this invoice. Fixed services and expenses are separate. A crossed-out completed task title means delivery is complete; a service-group title is crossed out only when all its subtasks are complete.

Read crossed-out hours without rewriting history

A crossed-out document hour value beside Current approved scope compares hourly work with an invoice line using the same scope origin. For a service group, the approved value uses its current planned rollup. A similarly named task or a child without its own document line has no individual document baseline and shows Planned work instead. The comparison does not redistribute invoice hours among children or change an issued invoice.

Use Invoice history for recorded invoice events, timestamps and available reasons or due-date changes. View all or Activity opens the recorded history. Empty or unavailable history is not a synthetic timeline; payments, scope decisions and delivery completion keep separate histories.

Advance or reopen work with the right access

Assigned workers and project leads can update eligible, non-archived leaf tasks when their actions permit it. Service groups cannot be completed directly. Blockers and unfinished dependencies prevent advancing work, including dependencies outside the preview.

1. For Backlog work, choose Mark ready; for Ready work, choose Start work.
2. For In progress work without required client review, choose Complete task. If review is required, choose Submit for review instead; Client review shows Awaiting client decision until the authorized delivery decision.
3. For eligible completed or Client review work, expand Reopen work, enter the required Reason for reopening and choose Reopen task. Reopening returns the task to In progress and invalidates its current delivery review. It does not change the invoice’s payment or document status.