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Projects Cockpit
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Sales
Delivery
AD
Admin
Projects House
Custom
📋
No project selected
Click a project row to view details
Customers
🏢
No customer selected
Click a customer row to see their projects
Resource Estimation
Personnel Estimation
Operational Costs
Cost NameCost TypeValue
Resource Allocation
Personnel Allocation
Read-only — allocations can only be edited by Admin or Line Manager when the project is in Priority 1, Priority 2, or Booked status.
Time Recording
You're not assigned to any projects yet on the Resource Allocation page. Contact your manager to get allocated to a project before recording time.
Settings
Team
Sales
Deal Reasons
Delivery
Resource Costs
Time Recording
Full Name Username Resource Type Level External Cost Microsoft 365 Email System Role Project RoleActions
Personnel Costs
Level External Cost / Day Internal Cost / Day
Operational Costs
Cost Name Cost Type Value
Activities

Define the activities team members can select when recording time on the Time Recording page.

Activity Description of Activity
Deal Reasons

Why a deal was won or lost. Loss reasons are offered — and required — when a project is cancelled; Win reasons are offered, but optional, when a project is booked. Editing this list never changes reasons already recorded against past projects.

Reason Applies to
Cost Types

Define the cost type values available in the Operational Costs dropdown.

Type Name
Project Roles

Define the project roles available in the Team page's "Project Role" dropdown (e.g. Backend Developer, Tech Lead).

Role Name Role Description
Personnel Levels

Define the level values available in the Personnel Costs dropdown. Removing a level does not affect rows that already use it.

Level Name
Comments
Reason
Status History
Import from Excel
How to prepare your Excel file:
Your sheet should have a header row. Map each required field below to the matching column header from your file. Rows with empty required fields will be skipped.
Preview
New Project
Overview
Sales
Delivery
Financials
When this deal is expected to land. Not a delivery date — set Start/End on the Delivery tab for that.
Activity
New Customer
An inactive customer stays on the projects it is already attached to, but is hidden from the New Project form.
New Contact
New User
€
€