About the Project Overview

The Project Overview enables you to do the following:

  • View your projects and their associated records, making it easy to view the status of your projects.
  • View the current hierarchy created for a project.
  • Determine if a hierarchy is necessary for your projects.
    For more information, see Project Hierarchies.
  • View Project Actuals fields.
  • View the total revenue forecast in each monthly time period for each of the project records in the hierarchy.

You can add the Project Overview to project page layouts For more information, see PSA Lightning Components