View Project: Stage

The stage panel on the right side of the project screen allows you to view additional details for the project progress and team associated with the project. 

Basic information for the project displays on the main Project Details screen. See the View Project: Details article for more information.

Whether or not the stage displays on the project details screen is controlled by the Show the Stage/Hide the Stage icon in the top toolbar. 

Each field on the project stage is defined below. 

No.LabelDefinition
Total Project Time
1<Progress>Percentage of the project completed.
2LoggedNumber of hours logged for the project.
3BudgetedNumber of hours budgeted for the project.
Project Team
4Project OwnerName of the user who owns the project in your Rev.io instance.
5Team MembersName of the users associated with the project in your Rev.io instance. 
Customer Contacts
6<Primary Contact>Primary contact on the customer account.
7<Title>Title for the primary contact on the customer account.

These actions are available on the project stage.

  • Collapse or expand the Stage side panel by clicking the Stage icon in the top toolbar.
  • Add a new team member to the project by clicking the plus icon by the Team Members heading, selecting the desired User, and specifying their Member Role. Once a Team Lead has been assigned to the project, you cannot remove them unless you assign another Team Lead.
  • Contact the Primary Contact on the customer account by clicking the email icon or phone icon.
  • Access basic information for the project on the main Project Details screen. See the View Project: Details article for more information.

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