Use project overview and progress | Pixie CRM Help Centre
Canonical: https://pixiecrm.com/help-centre/use-project-overview-and-progress
Publisher: Pixie Technologies LLC

How-to guide
Use project overview and progress

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Follow this guide to review project health, tracked time, tasks, milestones, financials and recent activity.

Audience: Project team; Feature: Project; Permission-aware; 

Where to goProject → Overview

Before you startThe screen or action may be hidden when your role lacks permission, the related module is inactive, or a required setting has not been configured. Ask an administrator to review access rather than using another person’s account.

What this guide helps you do

Review project health, tracked time, tasks, milestones, financials and recent activity. Pixie CRM keeps the result connected to the relevant customer (https://pixiecrm.com/help-centre/topic/customer), staff member and operational history where the feature supports those relationships. That connection is important for search, reporting, client portal (https://pixiecrm.com/help-centre/topic/client-portal) visibility and future automation.

Follow these steps

- Go to Project → Overview.

- Identify the purpose of the screen and the records visible to your role.

- Use search, filters, status controls and record links to move from summary information to detail.

- Check related customers (https://pixiecrm.com/help-centre/topic/customer), ownership, dates, activity and financial information before taking action.

- Follow the linked task-specific articles for creation, configuration, sending, conversion or troubleshooting.

- Verify every completed action through the resulting status, timeline, document or notification (https://pixiecrm.com/help-centre/topic/notification).

- Contact an administrator when a menu or action is unavailable rather than attempting to bypass permissions.

Settings to check

Customer (https://pixiecrm.com/help-centre/topic/customer)Check this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Project nameCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Billing typeCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Start and deadlineCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Project membersCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Progress and visibilityCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Checks before you finish

- Choose billing type before time is recorded.

- Add only the staff who need access.

- Review client (https://pixiecrm.com/help-centre/topic/customer)-visible content before publishing.

- Check (https://pixiecrm.com/help-centre/topic/check) whether the result should be visible to a customer contact (https://pixiecrm.com/help-centre/topic/customer) or only to staff.

- Confirm the final status, activity entry, generated document or notification (https://pixiecrm.com/help-centre/topic/notification) before leaving the record.

Permission and data safetyDeletion, refunds, signature clearing, module changes, payment (https://pixiecrm.com/help-centre/topic/payment) configuration and privacy actions can affect linked records or legal history. Use the least destructive action available and follow your organisation’s approval (https://pixiecrm.com/help-centre/topic/approval) process.

Browse connected topics:invoice (https://pixiecrm.com/help-centre/topic/invoice)payment (https://pixiecrm.com/help-centre/topic/payment)check (https://pixiecrm.com/help-centre/topic/check)approval (https://pixiecrm.com/help-centre/topic/approval)expense (https://pixiecrm.com/help-centre/topic/expense)client portal (https://pixiecrm.com/help-centre/topic/client-portal)notifications (https://pixiecrm.com/help-centre/topic/notification)customers (https://pixiecrm.com/help-centre/topic/customer)

Related guides

Help a client follow projects and tasks (https://pixiecrm.com/help-centre/help-a-client-follow-projects-and-tasks)Track time with task timers (https://pixiecrm.com/help-centre/track-time-with-task-timers)Use task list and Kanban views (https://pixiecrm.com/help-centre/use-task-list-and-kanban-views)Create billable task time on an invoice (https://pixiecrm.com/help-centre/create-billable-task-time-on-an-invoice)Copy tasks and manage recurring tasks (https://pixiecrm.com/help-centre/copy-tasks-and-manage-recurring-tasks)