# Clients & projects board
The Clients & projects board is your portfolio overview — every client and project in one table, with the financial KPIs, profitability, and planning accuracy that show how the business is doing. It's the projects-side counterpart to the [Project planner](/guides/project-planner), which focuses on capacity and assignments over time.

:::lock{title="Required rights"}
View access to at least one project
:::

![](/images/guides/clients-and-projects-board/image-mqpce9by.png)

## Reading the board

* **Rows.** Clients (and client groups) contain **projects**, which contain **sub-projects**. The count above the table (e.g. "14 clients, 36 projects") reflects what's currently in view.
* **Row info.** Each row shows the **project lead**, **status**, and **health**, its **billing type** (Fixed price, Time & material, or Non billable), and the financial columns you've chosen.
* **Hours columns.** **Tracked (h)** is the raw recorded hours; **Billing time** is the billable (rounded) duration.
* The table's columns are yours to choose — see *Customize the table* below.

## KPI cards

A strip of financial KPIs summarizes everything currently in view, for the selected scope — for example Costs, Profitability, Profitability inc. Forecast, Contribution margin, Billable percentage, Uninvoiced, Effort, and Effort incl. Forecast.

Toggle the strip with **Show KPIs**, and use **Customize KPIs** to choose which cards appear and drag them into order. The available KPIs are grouped into **Time tracking & billing**, **Budget & costs**, and **Performance**.

## Planning accuracy

The planning-accuracy chart plots **tracked effort over time** against what was planned. Shaded areas mark the periods where work was **underplanned** or **overplanned**, and the headline percentage is your overall **planning accuracy** — how closely planned hours matched the hours actually tracked. Toggle it with **Show planning accuracy**.

![](/images/guides/clients-and-projects-board/image-mqpchy48.png)

## Scope

Use the scope control (e.g. **All Time**, or a custom range) to set the timeframe the KPIs, chart, and figures are based on; the date arrows move the window.

## Display options

Open **Display** to control what the board shows:

* **Show planning accuracy** — show or hide the chart.
* **Show KPIs** — show or hide the KPI strip; **Customize KPIs…** picks and reorders them.
* **Customize table…** — choose and reorder the table columns (see below).
* **Show future projects** — include projects that start in the future.
* **Show projects without effort** — include projects with no tracked time.
* **Show archived projects** — include archived projects.
* **Show clients without projects** — include clients that have no projects.

## Customize the table

**Customize table…** lets you choose which columns appear and drag them into the order you want. Columns are grouped — **Project information**, **Budget & costs**, **Time tracking & billing**, and **Performance** — so you can build a view focused on, say, profitability or budget. Your own custom project fields (for example *PO Number* or *AB Nummer*) are available here too.

![](/images/guides/clients-and-projects-board/image-mqpcm0fs.png)

## Filtering

Open **Filter** to narrow the board:

* **Status** — Deal, Pending, In planning, In progress, Completed.
* **Project health** — On track, At risk, Critical, No status.
* **Billing type** — Fixed Price, Time & material, Non billable.
* **Project visibility** — All projects, My team projects, or Project Lead (pick a person).
* **Range filters** — Planned project time, Days until next invoice, Billable amount, Remaining budget (each set to *Any* or a range).
* **Narrow by** — Clients, Projects, Tasks, Client labels, Project labels, Staff labels.
* **Reset** clears all filters.

## Views

Save a configured board — its filters, display options, columns, KPIs, and scope — as a named **view** (for example *Sales Pipeline*, *Critical Projects*, or *Forecast - Current Year*) and switch between your views and the default view in one click. Create a new view with **+ New**.

## Related

* [Project planner](/guides/project-planner) — plan capacity and staff projects over time.
* [Bill projects](/guides/bill-projects) — create and manage invoices for a project.