While project roadmap offer insights into a project's status and progress, Nifty's Overview gives you a comprehensive view across all active projects you're involved in as the Workspace Owner or Admin.
Note: Workspace Owners are automatically part of every project in the Workspace.
Overview reports on a a project's completion percentage based on the percentage of completed tasks out of the number of open tasks within that project's roadmap.
Key Project Insights in Overview:
Project Owner: Person who created the project
Project Timeline: Overall project completion status
Project Progress %: Calculated by the completion of tasks tied to milestones
Project Milestones: All milestones within a project and their progress
Project Completion Date: Based on the end date of the last milestone
Tasks: Open tasks tied to a milestone
Story Points: Accumulated and shown by portfolio and individual projects
Key Features of Overview:
Timeline Views: Daily, weekly, monthly, or yearly
Reports: Export progress to CSV or PDF
Compact View: Condensed view for a holistic picture
Project Filter: Filter reporting scope by portfolio and project
Project Search: Search by project name
Project Sort: Sort projects alphabetically, by start, or end dates
Add Tasks: Create tasks tied to milestones across projects
Accessing the Overview
To access the Master Overview, go to the Reporting screen in your sidebar menu and select Projects Overview from the top menu bar. You can select the scope of projects that you'd like to report on via the Project selector.
Project Timeline View
A project is displayed on the master timeline based on the start date of the first milestone and the completion date of the last milestone. This timeline bar reflects the overall progress according to the completion of the project's milestones.
Expanding Projects
You can expand a project to view its individual milestones. Further expansion will show the milestones along with the associated open tasks.
To expand a project:
Click on the project in your Overview sidebar.
Once expanded, you'll see the progress of the individual milestones within that project's roadmap. To view tasks in detail, click on the "X Open Tasks" button within a milestone. This will provide a Gantt-style, line-by-line view of the tasks.
Expanded tasks in the sidebar will display the Tasks' names, due dates, and assignees in the sidebar and a timeline view on the right side to get a full gantt-based overview.
You can also click on a milestone to open its flyout menu and view open and completed Tasks as well as other details about the milestone.
View More Projects at once with Compact View
The Compact View condenses the row height in Overviews, allowing you to see more projects at once. To enable Compact View, use the option dot menu in the top right corner of the Overview screen.
Once enabled, the heights of collapsed and expanded Projects will be condensed. Compact View can be disabled through the same menu in which it was enabled.
P.S. Learn more about the different types of reporting inside Nifty here.