From the Plan section of Projector web find your engagements, contract line items, and projects. The consolidated results view allows at a glance identification of performance. Either because they have reached a budget alert level or because they have exceeded configured thresholds for one or more Key Performance Indicators(KPIs).

Clients — create and manage clients that you do business with
Engagements — view metadata about engagements, budget performance, and defined KPIs
- Engagement - Summary — view high level information about an engagement
- Engagement - Setup — configure an engagement
  - Engagement - Setup Engagement — set engagement name, cost center, type, stage, and manager
  - Engagement - Billing — set client billing address and invoice defaults
  - Engagement - Invoice Distribution — configure email options for invoices
  - Engagement - User Defined Fields — set user defined fields for engagement
- Engagement - Performance Analysis
- Engagement - Budgets — define engagement time budget and engagement cost budget
- Engagement - Invoicing Summary
Contract Line Items — view metadata about projects, budget performance, and define KPIs
- Contract Line Item - Summary
- Contract Line Item - Setup — configure your contract line item
  - Contract Line Item - Setup Contract Line Item — set contract name, code, and purchase order number
  - Contract Line Item - Contract Terms — set contract terms on a contract line item
  - Contract Line Item - Milestones — create billing milestones for this contract
  - Contract Line Items - User Defined Fields
- Contract Line Item - Performance Analysis
- Contract Line Item - Invoicing Summary — view invoices associated with projects under a contract line item
- Revenue Recognition — Revenue Recognition - at the contract line item > revenue recognition landing page
  - Undo Revenue Recognition
- Deferred Revenue
  - Deferred Revenue Page
  - Transfer Deferred Revenue
Projects — view metadata about projects, budget performance, and define KPIs
- Project - Summary — view high level engagement, contract, and project information
- Project - Setup — configure your project
  - Project - Setup Project — configure name, managers, stage, and misc
  - Project - Workflows — configure time rules, cost rules, scheduling, and project management features
  - Project - Rates — set standard rate card, discounts, and rate types for this project
  - Project - Task Types — specify the tasks on a project and how they map to rates
  - Project - Accounting — map profit and loss to specific cost centers
  - Project - Workspace — manage settings and access to web based project management tools
  - Project - Dashboards — configure third party tools to embed content in a project workspace
  - Project - User Defined Fields — set UDF values
- Project - Roles — create, delete, and edit roles on a project
- Project - Tasks
  - Linking and Syncing Smartsheet Sheets with Projector Projects
  - Smartsheet Sheet and Template Requirements
- Project - Schedule — review requested hours, booked hours, and resource schedules
- Project - Performance Analysis — view KPIs, budget information, and more about a project
- Project - Budgets
- Project - Invoicing Summary — show project-level invoices
- Project - Notes — view project and role notes
- Project - Project Workspaces
- Project - View Dashboards
Roles — find and edit roles
- Role - Summary — view and edit high level role information
- Role - Resource Assignment — set the candidates, requested resource, and scheduled resource for a role
- Role - Schedule
- Role - Rates — set billing rate, RDC rate, and rate transfers for a role
- Role - User Defined Fields — view and edit user defined fields on a role
- Role - Notes — view role notes
- Role - History — view historical changes in requested hours, booked hours, and assigned resources
Project Workspaces — provides an online area to facilitate collaboration within delivery teams
- Workspace Home — shows general information about a project
- Workspace Issues — assign and track project-level tickets
- Workspace Documents — track project documents
- Workspace Invoices — a portal for your clients to view their invoices, invoice history, and project messages
- Workspace Dashboards — view advanced analytics dashboards on a per project basis
Issues — find project workspace issues

Browser not supported