The Project Management Report Card -- No Excel Required! Brittnee
The project management report card shows you a snapshot of what's going on with all your projects. You can bring this easy-to-read information into team meetings to get everyone up to speed!
Here's how it works:
![](https://support.followupcrm.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio3358334744bbf0fbd30a3997c6327b40cimage.png)
Click on the Report Card tab. Now we see an overview of the entire report card.
![](https://support.followupcrm.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio335833583240e5e60471a393d78446213image.png)
The first column contains the different stages your jobs are in.
![](https://support.followupcrm.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio3358336978f8085d4606bb42c74a76047image.png)
You have the option to view the contents of the card by different filters.
You can filter by:
- fixed or custom date
- user or the entire company
- office
- contract type
Here, I’ve filtered for a months time and for one user. That means I will see projects with that user assigned to them.
![](https://support.followupcrm.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio3358342965b68c6396c07a9a84c9ee140image.png)
Now Back to the report card-- the second column shows the number of projects that are in the corresponding stages.
![](https://support.followupcrm.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio335834350c3487330b88747278cb4a640image.png)
Use the plus sign to expand on the job details.
![](https://support.followupcrm.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio33583441699cde416621a36afda328667image.png)
Here we have a list of jobs that are in pre-construction. You can click on the rest of the stages too to see more detail about those stages. You can even click on the individual jobs and you will be re-directed right to their file to update or make changes if needed.
We hope this helps make your process easier!
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