Active Design Projects Report
View all projects currently in design stages with workload and status information.
Accessing the Report
Reports > Design > Active Projects
Key Metrics
| Metric | Description |
|---|---|
| Project | Project name (linked) |
| Client | Customer name |
| Designer | Assigned designer |
| Design Stage | Current stage |
| Design Fee | Agreement amount |
| Days in Stage | Time at current stage |
| Start Date | Design start date |
Available Filters
| Filter | Description |
|---|---|
| Designer | Filter by designer |
| Design Stage | Filter by stage |
| Date Range | Design start date |
| Opportunity Type | Project category |
Understanding Design Stages
Common design stages:
- Design Kickoff - Initial meeting complete
- Concept Development - Creating concepts
- Client Review - Awaiting feedback
- Revisions - Making changes
- Final Design - Completing documents
- Design Complete - Ready for estimate
Stages are customizable. See Design Stages.
Workload Analysis
By Designer
Summary showing:
- Project count per designer
- Total fees in progress
- Capacity assessment
By Stage
Distribution across stages:
- Where are projects stuck?
- Process bottlenecks
- Resource needs
By Days in Stage
Identify delayed projects:
- Sort by days in stage
- Flag outliers
- Take action on stuck projects
Warning Signs
Projects Stuck Too Long
Expected stage durations:
| Stage | Typical Duration |
|---|---|
| Concept | 1-2 weeks |
| Client Review | 1 week |
| Revisions | 1 week |
| Final Design | 1-2 weeks |
Projects exceeding these may need attention.
Designer Overload
Watch for:
- Too many projects per designer
- High-value projects concentrated
- Uneven distribution
Export Options
Click Export CSV to download:
- Project list
- Stage status
- Workload data
Common Use Cases
- Daily standup: Check project status
- Weekly review: Identify stuck projects
- Resource planning: Balance workload
- Client updates: Know design status
Tips
- Review daily for active management
- Address stuck projects immediately
- Balance designer workloads
- Track stage duration patterns
Related Reports
- Design Agreements - Agreement tracking
- Design Sales - Conversion to construction
- Cycle Time - Stage duration analysis