Applies to: Autotask project boards
This is a reference for the options unique to this type of board. For a description of options common to all types of boards, see Fields for Kanban Boards.
General
Card fields
- Account
- Type
- Project start and end date
- Completed percentage
- Duration
- Task board: Use this to quickly drill into a project to see the details of its tasks. Select a task board that shows project tasks (typically with no swimlane, or with member or phase swimlanes). Then on project cards, a magnifying glass link is shown that opens the selected task board filtered to show only the tasks from that project.
Metrics
- Hours sum: shows sum of both budget and actual logged hours
- Hours average: shows average of both budget and actually logged hours
- Duration: shows average and sum of project durations
Swimlanes
The available fields for swimlanes are:
- Account
- Project Lead Resource
- Completed Percentage
- Start Date
- End Date
- Type
- UDF fields of type string
Ranking
When using automatic ranking, you can choose to rank by these fields:
- Actual Hours
- Estimated Hours
- Start Date
- End Date
- Percent Complete
- Duration
- Time in Status
Filters
The fields you can filter by are:
- Accounts
- Parent Accounts
- Project lead resources
- Show unassigned projects: control if projects with no project lead will appear on the board when the filter is used. If you want to show projects from a select set of project leads, and also show unassigned projects, then select this option.
- Types
- Contracts
- Departments
Columns
In addition to options common to all board types, these options are available:
- Start warning: When the estimated start of a project is in the future and closer than the threshold, the estimated start and end row appears in orange on the card. If this warning is set the row will be in red when the estimated start is in the past.
- End warning: When the estimated end of a project is in the future and closer than the threshold, the estimated start and end row appears in orange on the card. If this warning is set the row will be in red when the estimated end is in the past.
- Hours: controls if actual and budget hours information is displayed on cards
- Budget warning: For cards with both actual hours and budget hours, and exceeding the threshold (but less than 100% used), warning message is shown