Review and close out a project
The step that makes every future estimate better. Skip it and the loop never closes.
When a project is complete, the Review tab guides you through capturing actuals and generating a performance report.
Starting a review
Click Begin Review in the Review tab. This locks the estimate and sets the project status to "In Review." The review steps then become available.
Step 1 — Enter actuals
- Detailed mode — Enter actual hours per task. If the project is linked to ConnectWise, click Sync Actuals to pull time entries directly from the PSA.
- Summary mode — Enter total project hours only. The AI distributes them proportionally across tasks. Use this when your team tracks total time but not per-task time.
Step 2 — Answer insights
Answer the qualitative questions your organization has configured (e.g. "What was the biggest challenge on this project?"). These inform the AI performance report and are fed into your organization's Expert Center — improving the AI's scoping questions and card recommendations on future projects.
Owners and Admins can customize these questions in Settings → Project Review Insights — change the sections, reword the prompts, or add questions specific to how your team debriefs.
Step 3 — Generate report
Click Generate Report. The AI analyzes all estimated vs actual data and produces a detailed HTML performance report covering variance, profitability, and recommendations.
Step 4 — Archive
Once the report is generated, open the ⋯ menu in the project header and choose Archive. The project becomes read-only and its data feeds into the Reporting Dashboard.
Behind the scenes: Archiving a review automatically updates two knowledge stores — your org's Expert Center (lessons learned and variance patterns from Step 2 insights are merged in) and your Card Benchmarks (estimated vs actual hours per card type accumulate into running averages the AI uses to calibrate future estimates).