Active Design Projects Report
The Active Design Projects report lists every project that is still in design, with who is working on it, when the client was last contacted, when the next meeting is, and when the project is expected to close. Use it to keep design work moving and to spot clients who have gone quiet.
Accessing the Report
Reports > Design > Active Projects
Report Overview
A project appears on this report when all of the following are true:
- Its design stage is an Open stage, not a Closed one.
- Its sales stage is Open, Won or Deferred. Lost projects are never listed.
- Its designer or assistant designer belongs to a department whose type is Design.
- It is not marked as a non-sale and has not been deleted.
Report Columns
| Column | Description |
|---|---|
| PID | Project number. Click it to open the project. |
| Client | Client name, last name first |
| Title | Project title |
| Design Stage | The project's current design stage |
| Selections | The project's selections status |
| Last Contact | The most recent time the client was contacted — the later of the last completed client-contact activity and the last client-contact note |
| Next Mtg. | The earliest appointment on the project that hasn't been completed, including one whose date has already passed |
| Predicted Close Date | When the project is expected to close |
| Stage Type | Open, Won or Deferred |
| Designer | The project's planning team leader |
| Estimator | The project's estimator |
| Sales Person | The consultant on the project |
| Predicted Budget | Budget expected when the project was scoped |
| Sold Amount | What the project sold for |
Several of these headings follow your own field labels, so they may read differently in your account.
Date Colors
The three date columns are colored so problems stand out:
| Column | Red | Orange | Green |
|---|---|---|---|
| Last Contact | More than two weeks ago | — | — |
| Next Mtg. | The date has passed and the appointment isn't completed | Within the next 7 days | — |
| Predicted Close Date | The date has passed | Within the next 7 days | The project is Won |
Available Filters
| Filter | Description |
|---|---|
| Designer / Assistant Designer | Matches the project's designer or its assistant designer |
| Stage Type | Open, Won or Deferred |
| Design Stage | One design stage |
| Division | Limit to specific divisions (opportunity types) |
| Function | Operational or Internal |
| Work Type | Full Project, Service, Warranty, Evaluation or Non-Billable |
The Division, Function, and Work Type filters appear only for companies that classify their divisions (using more than one function or work type). See Divisions for how these classifications are configured.
The three filters are combined: a project is included only when it matches every filter at once. For example, selecting the Handyman (Internal) and Design Build (Operational) divisions together with the Internal function shows Handyman only — it is the sole division that satisfies both.
Leaving a filter blank places no restriction on that dimension, so it reads as "All". Selecting Internal for Function with Division and Work Type blank gives the entire Internal compartment.
Filter selections are kept in the page address, so you can bookmark a filtered view or send the link to a colleague.
Report Totals
The footer totals the Predicted Budget and Sold Amount columns across every row shown.
Sorting
Click any column heading to sort by it; click again to reverse. Rows start sorted by design stage.
Common Use Cases
1. Weekly Design Meeting
Sort by Design Stage and walk the list. Red Next Mtg. dates are appointments that were missed or never marked complete.
2. Client Follow-Up
Sort by Last Contact to bring the clients who haven't heard from you in the longest time to the top.
3. One Designer's Workload
Pick a name in the Designer / Assistant Designer filter to see everything that person is leading or assisting on.
Export Options
Click Export CSV to download every row as shown, in the current sort order, with the totals row appended.
Prerequisites
- Design departments — designers must be in a department with the type Design
- Designers assigned — set the designer or assistant designer on the project
- Design stages configured — see Design Stages
- Client contact logged — Last Contact only counts activities and notes marked as contacting the client
Related Reports
- Design Sales - Design projects that closed in a period
- Sales by Designer - Per-designer sales against goal
- Design Agreements - Agreement tracking
- Cycle Time - Stage duration analysis