1. Home
  2. Getting Started with Join
  3. Getting Started for Project Admins

5. Pivoting and Reporting Cost Data

Getting Started for Project Admins

If you're creating projects in Join, here is everything you need to get your project up and running.

Select a section below and scroll down to see the related information.

Join_SuccessHub Art_ProductUpdates

1. Navigating Join and
Creating a  Project

Join_SuccessHub Art_Milestones
2. Importing Baseline
Estimates and Budgets

Join_SuccessHub Art_Items

3. Tracking Ideas and  Opportunities

Join_SuccessHub Art_Dashboard
4. Visualizing Project Progress and Costs

Join_SuccessHub Art_Reports

5. Pivoting and Reporting
Cost Data

Join_SuccessHub Art_Projects

6. Configuring Your Project and Inviting Your Team

Learning Objectives

Reporting Overview

Understand how to access various built-in reports, as well as reports that have been shared with you by the project team.


HubSpot Video

Milestone Summary Report

Create a comprehensive view of costs from Estimates, Budgets, Running totals, and Items in your project.


HubSpot Video

Variance Report

Tell a story of how your project costs have progressed between two phases of the project and break that down by your WBS or Categorizations in Join.


HubSpot Video

 

4. Visualizing Project Progress and Costs

6. Configuring Your Project and Inviting Your Team

join-back-s

join-next-s