Three pages in the Views group of the sidebar answer three different questions. Workload shows who has how many open tasks. Portfolio compares all your projects on one timeline. Burndown shows how much work is left over time. All three are read-only: you look at the numbers here and change things on the task and project pages.
These pages count variable tasks only. Recurring tasks are not included. See Adding and managing tasks for the difference.
Workload
Open Workload in the sidebar. The page title is Team Workload. Use it to spot who has too much open work before you assign more.
What you see
- Four summary cards: Team Members, Total Tasks, Active Tasks and Overdue. Tasks with nobody assigned are counted under Unassigned, and the Team Members card does not count that row.
- The Task distribution panel. Its note says it covers variable tasks across all projects.
- A Search people… box. It appears when there is at least one person in the list.
- One row per person with the columns Active, Overdue, Done and Complete. The Active column has a bar, with a second segment that marks the overdue share. Overdue tasks are included in the active count.
- Rows are sorted with the most overdue tasks first, then the most active tasks.
How to read it
- A longer Active bar means more open tasks compared with the other people on the page.
- Complete is the share of that person's tasks that are done.
- The bars compare people with each other. The page itself says this is not a capacity estimate. For hours and available time, use Time Blocking and Resource Planning.
How to find one person
- Click Search people….
- Type part of the name.
- Clear the box to see everyone again.
If the page says No team data, assign tasks to people first. The page fills in as soon as tasks have a Person In Charge.
Portfolio
Open Portfolio. It lists every project as a bar on a shared timeline, so you can compare dates, progress and health side by side.
What you see
- Four summary cards: Total Projects, Total Tasks, Done and At risk. The At risk card counts projects whose health is At risk, Off track or Critical.
- The Project Timeline panel with a Search projects... box.
- Four filter buttons: All, Active, Done and At risk. Active hides finished projects. At risk shows only projects with a health problem.
- One row per project. It shows the project name (click it to open the project), a health badge, the person in charge, a progress bar with the percentage, tasks done out of total, and the start and end dates.
- A bar on the timeline for each project, with a line for Today. Click a bar to open the project.
Progress is based on completed variable tasks. Projects are sorted by end date, nearest first.
Health badges
The badge shows On track, At risk, Off track or Critical. You cannot set it by hand. NevaPlan works it out from your data:
- A project that is past its end date is Off track, and Critical once it is more than 14 days late.
- A project with any overdue task is At risk.
- A project whose progress is more than 30 points behind the time that has passed is At risk.
- Anything else is On track.
- Finished or canceled projects show no badge.
If a project has no bar
A project without a valid start and end date shows Set valid start and end dates to see the timeline. Open the project, add both dates, and the bar appears. See Creating and managing projects.
Burndown
Open Burndown. The page title is Burndown Chart. It shows how many tasks remain open day by day.
What you see
- A project selector (All Projects by default) and two period buttons: Last 30 days and Last 90 days.
- Four numbers: Total Tasks, Completed, Remaining and Progress.
- The Burndown chart. The solid line is Estimated remaining. The dashed line is Reference pace.
- Two notes under the chart that explain how to read it.
- A By Project list with done out of total and a percentage for each project. Click a project name to open it.
The curve is an estimate. NevaPlan has no record of the exact moment each task was finished. It rebuilds the history from each task's current status and last update date. If you later edit, reopen or delete tasks, the past part of the curve can change. Treat it as a trend, not an audit trail.
The dashed Reference pace line spreads the starting workload evenly across the period you chose. It is not a deadline and it is not a forecast. Staying above it just means you are finishing tasks slower than an even pace.
How to look at one project
- Open the project selector at the top.
- Choose the project. Search works inside the list.
- Pick Last 30 days or Last 90 days.
FAQ
Only people who have at least one variable task appear. Assign a task to them using the Person In Charge field and they will show up. Recurring tasks are not counted on this page.
No. The badge is calculated from the end date, overdue tasks and progress. To improve it, finish or reschedule overdue tasks, or move the end date on the project.
The history is estimated from current task status and last update dates, so edits, reopened tasks and deleted tasks can change the past part of the curve.
No. It counts tasks. For hours against available time, use Resource Planning.
It needs a valid start and end date, with the end on or after the start. Add both on the project page.
Related: The Dashboard, Reports.