Reporting
The One Projects surfaces project health, resource utilization, and status data through the Dashboard and individual project views. This page explains what reporting is available and where to find it.
Dashboard Overview
The Dashboard is the first page you see when you open Projects. It provides an at-a-glance portfolio view:
| Metric Card | What It Shows |
|---|---|
| Active Projects | Count of projects in Planning or In Progress status |
| Overdue Projects | Count of projects past their due date with incomplete status |
| Completed | Count of projects completed this month |
| Avg. Progress | Average progress_percent across all active projects |
Below the metric cards, the Dashboard shows:
- Recent Projects — The 10 most recently updated projects with name, client, engine, status, and progress bar
- Quick Actions — New Project button
Project Status Report
The Projects list page (/projects) functions as a live status report:
| Filter | What You Can See |
|---|---|
| Status: In Progress | All active project work |
| Status: On Hold | Projects that have stalled |
| Status: Overdue | Projects past due date |
| By Engine | All MSP projects, all Legal matters, etc. |
| By Client | All projects for a specific client |
Each project card shows:
- Project name and number
- Client name
- Engine type (icon)
- Current status badge
- Progress bar
Milestone Health Report
The Milestones page in the left sidebar shows milestones across all projects:
- Filter by Status: Overdue to see every milestone past its due date across your entire portfolio
- Filter by Due This Week to see what needs to complete before the week ends
- Dependency indicators show which milestones are blocked
This is the primary tool for weekly project health reviews.
Time and Resource Reports
The Time Entries page provides:
- Total hours logged across all projects (filtered by date range)
- Billable vs. non-billable split
- Total billing amount for billable hours
- Per-user time breakdown (filter by user to see any team member's utilization)
- Per-project time breakdown (filter by project)
- Approval status breakdown (pending / approved / exported)
Filter combinations for common use cases:
| Report Goal | Filters to Use |
|---|---|
| Unbilled this month | Billable = Yes, Exported to PSA = No, Date = This Month |
| Hours per person this week | User = [name], Date = This Week |
| All time on a project | Project = [project name] |
| Time awaiting manager approval | Approval = Pending |
Per-Project Reporting
Each project's tabs surface project-specific data:
| Tab | Report Data |
|---|---|
| Overview | Budget vs. actuals, progress %, member list, recent activity |
| Milestones | Milestone statuses and completion dates |
| Time | All time entries for this project with user breakdown and billing totals |
PSA Command Center Integration
If PSA is configured, the PSA Command Center receives the following project data per client:
- Active project count
- Overdue project count
- Average progress
- At-risk flags
- Recent activity feed
This is a pull-based integration — PSA fetches health data from Projects on a schedule. No manual action is required.
Client-Facing Progress Reports
While Projects does not currently generate formatted PDF reports for clients, you can:
- Use the Portal — Direct clients to
portal.theoneprojects.appto view their project status, milestones, and progress in real time - Export the Gantt chart — The Gantt view supports PNG and PDF export for slide-deck-ready project timelines
On-Time vs. Late Analysis
To identify late projects:
- Go to the Projects list
- Filter by Status: Overdue — any project where today > due_date and status ≠ Completed
To analyze which types of projects run late most often, export your project list and compare start/due date vs. actual completion date. This analysis is best done in a spreadsheet or BI tool using the data from Projects.
Tips
- Review the Milestones page every Monday — Filter by Overdue and assign owners to resolve blockers before they cascade
- Review the Time Entries page every Friday — Catch unbilled hours before they age into the next billing period
- Use PSA Command Center for client account reviews — The project health widget in PSA is faster to check during client calls than switching to Projects