Project widgets give you a clear overview of progress, costs, and results within a project in Tribe. They help you monitor budgets, track time, review invoicing, and understand profitability as work progresses. You typically use these widgets when managing ongoing projects or reviewing performance at project or milestone level. By following this guide, you will understand what each project widget shows and how the calculations are built.
Table of Contents
What Are Project Widgets?
What Does The Budget Consumed Widget Show?
What Does The Invoiced Widget Show?
What Does The Time Spent Widget Show?
What Does The Occupancy Widget Show?
What Does The Profit And Loss Widget Show?
What Are Project Widgets?
Project widgets are standard information blocks displayed within a project in Tribe. They provide insight into financial status, time tracking, and resource usage. Each widget is based on automatic calculations using data linked to the project or to specific milestones.
These widgets help you follow project performance without manually combining data from different areas of Tribe.
What Does The Budget Consumed Widget Show?
The Budget Consumed widget shows how much of the project budget has been used so far. It is calculated as the total of sales material, sales hours, and external costs.
Sales Material
The total value of all product lines linked to the project or a specific milestone. This includes both invoiced and not yet invoiced items. Product lines with an hour unit are excluded.Sales Hours
The total sales value of all time entries linked to the project or milestone. Both processed and pending hours are included.External Costs
The total of all external costs linked to the project or milestone.
What Does The Invoiced Widget Show?
The Invoiced widget provides an overview of invoicing related to the project.
Sent
The total amount of all invoices with the status Sent that are linked to the project or milestone.Draft
The total amount of all invoices with the status Draft linked to the project or milestone.Forecast
The remaining amount based on the project budget minus invoices with the status Sent. This can be viewed for the full project or per milestone.
What Does The Time Spent Widget Show?
The Time Spent widget displays the total number of hours recorded on the project or milestone. These hours are compared against the time budget set for the project or milestone.
This widget helps you see whether time usage is within expectations.
What Does The Occupancy Widget Show?
The Occupancy widget shows the total number of hours entered through occupancy records linked to the project or a specific milestone.
This provides insight into planned or allocated capacity versus actual time usage.
What Does The Profit And Loss Widget Show?
The Profit And Loss widget shows the financial result of the project.
It is calculated as:
Sales – (Internal Hour Costs + External Costs + Purchase Costs)
Sales
The total value of all product lines linked to the project or milestone, including hours.Internal Hour Costs
The total cost of all time records linked to the project or milestone, including both invoiced and uninvoiced hours.External Costs
The total of all external costs linked to the project or milestone.Purchase Costs
The total purchase price of all product lines linked to the project or milestone.
Quick Summary
Project widgets provide insight into budgets, invoicing, time usage, occupancy, and profitability within a project. Each widget uses linked project data to calculate clear totals and comparisons. By understanding these widgets, you can monitor project performance and make informed decisions during and after project execution.