A complete picture of a project: team, tasks, milestones, and financial health in one place.
A project's overview tab gives you a complete picture of a project. Team, tasks, milestones, and financial health all sit in one place, so tasks surface early instead of becoming buried. The overview becomes richer the more your team uses Trellis: timesheets fuel the spend numbers, quotes drive income, a set-up timeline drives the milestone view, and resourcing plus efficient task completion drives profitability.
What you'll see here
About the project card keeps the essentials front and centre for anyone stepping into the project:
- The project ID and current date, for quick reference and sharing
- Bookmark links for important URLs like shared drives, briefs, or repos, so the team doesn't have to hunt for them
- The project vision — a short statement of what the project is for and what success looks like. Set it at the start and update as scope or priorities shift
- The project team, naming the Project Lead and Project Manager up front so anyone joining knows who to go to, with other members shown alongside
My tasks is a personal view of your progress on this project. Counts of how many tasks you've completed, how many are still to do, and your next upcoming task deadline. Up to five in-progress tasks appear below as clickable chips so you can jump straight back in.
Project Updates is a single thread showing a running log of updates posted to the project, each with author, date, and any labels attached. Everyone with project access can read and post updates. Viewers don't see this card at all. You can @-mention teammates inside an update to flag it directly to them. One way to use it: as a single source of truth summarising action points or agreed items at periodic team catch-ups.
Task completion is a 4-week timeline of your deliverables — the past week, today, and the next three weeks. Each bar is a deliverable in its own colour, shaded by how many of its child tasks are done: full strength for done, mid-shade for in progress, faded for still to do. Mixed statuses show as a gradient. A vertical line marks today. A warning icon flags deliverables with no associated tasks, or whose start date has passed without any progress. The widget only fills in once your deliverables have start and end dates set on the project timeline; click View timeline for the full plan.
Profitability Chart shows a burn-rate view of your resourced effort (⚪ Planned), your actual profitability spend (🟢 Profitability), and your projected profitability (📉 Projected, shown as a dashed faded line) at the end of the project assuming things play out how you planned them. The percentage in the top-left is the project's projected profitability at completion. The profitability line turns red if it dips below 0%, indicating that a project is making a lower margin than you intend.
Tip
Project Health Checklist is a two-part health card. At the top, three indicators — Deliverables missing tasks, Unresourced tasks, Completed deliverables — flag gaps in project management processes at a glance, with tooltips explaining what each one means. Below, a six-step setup checklist running from Quote creation through to Tasks resourced. Gaps here cascade into the other widgets: unresourced tasks throw off the Resourcing heatmap, deliverables without tasks warn members on the Task completion card. Closing the checklist out keeps the rest of the Overview honest.
Project Spend — Planned vs Spent budget is a suite of bar charts showing income agreed, budgeted commitment, planned spend, and actual spend. If you complete user salary information, owners and admins can also see the raw cost of delivering work to the business. Each bar shows a different calculation:
| Bar | What it shows |
|---|---|
| Income | Total income from approved quotes, calculated as each quote's hours × rate card rate (including any discount), plus the sale price of any items you're reselling or costs you're passing on. |
| Budgeted | Exactly the same as Income but without showing any discounts. |
| Resourced | The rate card cost of effort you have planned to spend to deliver the work. Requires the Resourcing feature. |
| Worked | Cost of time logged on timesheets, calculated as logged hours × the rate card rate of each user. |
| Cost to business | The same logged hours, valued at each person's salary converted to an hourly rate (annual salary / standard working hours per year). Excludes anyone whose salary isn't set. Owners and admins only. |
Hover any bar to see the same definitions in tooltip form. In an ideal world, when a project reaches completion your Resourced, Budgeted, and Worked columns will be the same height. The gap between Income and Cost to business is your true margin.
Note
Who can do what
| Action | Owner | Admin | Editor | Member | Contributor | Viewer |
|---|---|---|---|---|---|---|
| Open the Project Overview page | * | * | * | |||
| See the About the project card | ||||||
| See the My tasks card | ||||||
| Read Project Updates | ||||||
| Post a Project Update (with @-mentions) | * | * | * | * | * | |
| See the Task completion card | ||||||
| See the Profitability Chart | ||||||
| See the Project Health Checklist | ||||||
| See the Planned vs Spent Budget bar charts | ||||||
| See the Cost to business column in Project Spend |
* Project membership required. Members, Contributors, and Viewers can only open a project they've been added to, and every starred write needs membership from every role — Owners and Admins included. Trellis offers to add you when you hit one.
Project Overview widgets fall into three tiers by role. Owners, Admins, and Editors see everything on the page, with the workspace-wide financial widgets (Profitability Chart, Project Spend bar charts) exposed only at this level. Members and Contributors see the collaboration-focused widgets (My tasks, Project Updates, Task completion, Project Health Checklist) but not the financial breakdowns. Viewers see only the static About the project card and Task completion timeline. The Cost to business column inside Project Spend goes one step further — restricted to Owners and Admins since it exposes salary-derived internal cost.