Project Details
The Project Details view provides comprehensive information about an individual project and allows you to update the project if you have the necessary permissions. This page outlines the key features and functionality available in the Project Details view.
Opening the view
The Project Details view is normally opened in a sidebar when you click on a project from a primary view. You can also open it as a primary view by CTRL+clicking on the project name or abbreviation. This will open the Project Details in a new browser tab.
Header and controls
This section describes the user interface elements found at the top of the Project Details view, including project identification, notifications, and the action menu:
Project abbreviation: Displays the project abbreviation, which is unique for the project. Clicking the abbreviation opens the Project Details in a new tab, and a link icon next to the abbreviation copies the project URL to the clipboard.
Notifications: A bell icon next to the project abbreviation allows you to subscribe or unsubscribe from notifications for the project. A blue bell icon indicates an active subscription. Visit the Notification Settings documentation for more information.
Action menu: Located at the top-right, this menu provides the following actions:
Subscribe/Unsubscribe: Manage notifications for the project.
Deactivate/Activate: Deactivates the project, hiding its tasks, endpoints, and resources from all views. Deactivated projects cannot be updated or rescheduled.
Lock/Unlock: Locks the project to prevent other users from updating the project or any of its tasks.
Update schedule: Opens the Update Schedule dialog.
Reschedule: Opens the Reschedule dialog.
Project options: Opens the Project Options dialog.
Backup manager: Opens the Backup Manager dialog.
Field usage: Opens the Field Usage dialog.
Jira connector: Opens the Jira integration dialog.
Restore: Opens the Restore dialog, allowing you to restore the project from a backup.
Copy project: Creates a copy of the project. For more information, see the Creating New Projects section.
Export project: This will export the project as a .fpx file and download it to your computer. You can use this file to create a new project in any Fusion Online instance by selecting Import from File during project creation.
Delete project: Permanently deletes the project. Project deletion is irreversible.
Layout and display
The layout of the Project Details page varies based on the size of your browser window:
Small sidebar: Components are displayed in a single column.
Large sidebar or primary view: The layout adjusts to show up to three columns, depending on the browser window size.
View tabs
The Project Details view has multiple tabs, each focusing on a different aspect of project management:
Project Details: The main tab, described in this section.
Endpoints: View and manage this project’s endpoints. Read the Endpoints documentation to learn more.
Resources: View and manage this project’s resources. Read the Resources documentation to learn more.
Project History: View the history of updates for this project. Read the Project History documentation to learn more.
Calendars: Manage this project’s calendars. Read the Calendars documentation to learn more.
Diagrams: View and manage this project’s network diagrams. Read the Diagrams documentation to learn more.
Project fields
The fields displayed in the Project Details view are described in detail in the project fields documentation.
The Statistics section shows key project metrics, with clickable counters that provide a drill-down view of related tasks or endpoints:
Buffered Endpoints: Endpoints with a project buffer.
Unbuffered Endpoints: Endpoints without a project buffer.
Total Tasks: All tasks in the project.
Eligible Tasks: Tasks eligible to be worked on.
Critical Tasks: Critical Chain tasks.
Backlog Tasks: Tasks in the backlog.
Recently Updated Tasks: Tasks updated in the last week.
Tasks Needing Update: Tasks not updated in the last week.
Attachments
You can upload and manage file attachments related to the project through the Attachments section. This allows you to store any files relevant to the project directly within the Project Details view, making them easily accessible to team members. You can drag and drop files directly onto this section or click the Upload File link to browse for a file on your computer.
Custom fields
If custom fields are associated with the project, you will see a Custom Fields section. These fields are project-specific and can be updated directly if marked as editable. Read the Custom Fields documentation to learn more.
Comments
The Comments section allows users to post comments about the project, facilitating discussions and collaboration. Comments can include file attachments and user mentions. Each comment is timestamped and includes the poster's name, helping to keep the conversation organized.
Updating project schedules
To update a project schedule, you can either click the Update Schedule button in the Project Details view or select Update Schedule or Reschedule from the action menu.
Update Schedule
The schedule update is the process of recalculating task projected times and buffer consumption in the schedule using the latest task updates and project status date. The Update Schedule dialog allows you to select a Status Date and enter an Update Comment. The dialog also displays a list of the projects you have selected to be updated. If any of the selected projects cannot be updated (for example, they are locked or deactivated), this will be indicated in the list of project names.
There are two checkbox options in the dialog:
Use last status date and time: Select this option to update the schedules using the current status dates for the projects.
Resequence Tasks: Select this option to cause the scheduler to re-level across resources. This may result in less buffer consumption, but it may also cause significant reshuffling of tasks.
Reschedule
The reschedule is the process of resetting your project's buffers, critical chain, and other indicators. Rescheduling a project causes its scheduled times and buffers to be re-created from scratch. The Reschedule dialog is similar to the Update Schedule dialog described above.
There are two checkbox options in the dialog:
Use last status date and time: Select this option to reschedule using the current status dates for the projects.
Clear the project update history: Select this option to delete the existing project history, including all status points. If you do not clear the project update history, you will be able to access previous fever charts and status points in the Fever Charts view.
Project Options
The Project Options dialog allows you to view and modify various scheduling options for the project. You can access this dialog by selecting Project Options from the action menu in the Project Details view.
The available options include:
Buffer Size: This is a fixed component added to the project buffer in addition to the percentage value when the project is rescheduled.
Buffer Size (%): This percentage represents the buffer applied to the project based on the sum of the differences between tasks' low-risk duration and focus duration. In simple cases, this is the percentage of the critical chain used to calculate the project buffer.
Remove Integration Risk: Check this option to prevent the scheduler from adding integration risk to the project buffer. This can be useful for projects where integration risk has been managed outside of Fusion Online.
Maintain Actual Task Dates: When this option is selected, the scheduler will retain the actual task start and finish dates that were entered during task updates.
Display task duration as range: If unchecked, only the Focus Duration will be displayed for tasks in this project. Normally, this should be enabled to show the duration range. Default for new projects is configured on System Options.
Projected Time Mode: This is an advanced option for expert users. You can choose from different settings:
No Gating: Projected times will match ASAP times.
Max Gating: All non-critical chain tasks will be treated as gating tasks.
Hours per Day, Hours per Week, Days per Month: These settings define the default working hours for the project. They are also used to convert task durations specified in months, weeks and days into a number of minutes, as Fusion uses minutes as the underlying duration unit. Using the specified Hours Per Day, Hours Per Week, and Days Per Month allows Fusion to convert to/from durations specified in days/weeks/months in a consistent manner. For example, using the default values of 8 hours per day, 40 hours per week, and 20 days per month, a two-month task would equate to 320 working hours (regardless of what month it is scheduled in).
Critical Task Options: You can configure how critical tasks are determined and displayed. These options include:
Scope: Decide whether all endpoints in the project will be treated the same or configured individually. If you choose to configure the critical task options per endpoint, you can set these options from the action menu in the Endpoints tab.
Endpoint Type: Choose between ASAP or Due Date for each endpoint.
Critical Chain Sensitivity: Define how many days off the critical chain a task can be while still being considered critical.
Show Microsoft Project Notes Fields: Enable this option to display the Microsoft Project Notes field in Project Details and Task Details, which syncs with the notes fields in Microsoft Project and Fusion Desktop. For richer formatting and capabilities, use the Description field instead. This option is turned off by default for new projects.
Allow Microsoft Project Notes Editing: Enable this option if you want to edit Microsoft Project task notes in Fusion Online. Note that formatting from Microsoft Project may not be preserved in Fusion Online, so consider this before enabling.
Field Usage
The Field Usage dialog shows all custom fields associated with the project. You can open the Field Usage dialog from the action menu. Fusion Online supports custom fields for projects, tasks, endpoints, and resources. In this dialog , you can associate additional custom fields with the project by selecting the checkbox next to the field name and clicking Save.
All Projects badge: Some custom fields are marked with an All Projects badge, meaning they were configured to be automatically associated with all projects in Fusion Online. These fields are mandatory and cannot be unselected for this project or any others.
Project-specific fields: You can add or remove project-specific custom fields at any time by clicking the checkbox to the left of each field. This allows you to tailor the data being captured to the specific needs of your project.
For more information on configuring custom fields, see the Custom Fields documentation.
Backup Manager
The Backup Manager lets you create and restore project backups directly from the Project Details view. You can open the Backup Manager from the action menu.
This dialog displays both automatic and manual backups:
Automatic backups are created whenever you perform an Update Schedule or Reschedule.
Manual backups can be created at any time from the Backup Manager dialog.
Fusion Online retains up to five automatic and five manual backups per project. From this dialog, you can:
Create a new manual backup of the current project.
Restore a previous backup (either manual or automatic) to revert the project to that state.
Create a new project based on an existing backup.
After restoring a backup, you must run Update Schedule to complete the restoration process.
Creating new projects
You can create a new project by clicking the + create new project link at the top of any project view or by using the Create button in the application header.
Start with an empty project
This action will open a new Project Details view. The following fields are required when creating a new project:
Name: The full name of the project, which must be unique.
Organization: The organization to which the project belongs.
When creating a new project, you can select a system calendar to copy into your project. By default, the project will use the default system calendar, but if you copy a project template or an existing project, the calendars from that project or template will be copied instead.
Use a template
Fusion Library: Select a template from the Fusion Library. This is a repository of public templates that is maintained by ProChain Solutions.
Local Templates: A project template is an existing project with the Is Template field selected. Copying a template ensures that all relevant settings and data are applied to the new project. See Copy an existing project for more information about the available options.
Import from file
Upload a .fpx file to add a project that was exported from a Fusion Online system. You can export projects to an .fpx file from the action menu on Project Details.
Copy an existing project
You can copy an existing project. To do this, navigate to the Project Details of the project you want to copy and select the Copy Project action from the action menu. This action duplicates the project, including all of its settings, fields, and tasks, providing a starting point for your new project.
The following options are available when copying a project or a template:
Clear all user assignments: removes user assignments from all tasks.
Clear all task and resource managers: removes manager assignments from all tasks and resources.
Clear all task and resource groups: removes group assignments from all tasks and resources.
Reset all tasks and delete buffers: resets all tasks to the Not Started state and deletes all buffers and scheduler data.
Jira integration
The Jira Integration section in Project Details lets you connect a Fusion Online project to one or more Jira projects using a previously created Jira Connector. This establishes the link between Fusion tasks and Jira issues and defines how data will be synchronized between the two systems.
Associating a Jira connector
Select Jira connector in the action menu.
In the Jira Sync Options dialog, select a Jira Connector and click the Connect button.
Connectors are defined in Setup → Jira Connectors.
Choose one or more Jira Projects that this Fusion project is authorized to synchronize with.
Fusion will only allow you to link tasks from these selected Jira projects.
Overriding the sync settings
Each project can optionally override the default Pull and Push options defined in the selected connector.
This allows a project manager to:
Enable or disable specific fields for this project.
Adjust how data is imported from or exported to Jira without affecting other projects using the same connector.
For detailed descriptions of each sync option, see Setup → Jira Connectors.
Pulling and pushing data
Once a project is connected, two actions become available in the Jira Integration section on Project Details:
Pull from Jira – import updated task data from Jira into Fusion.
Push to Jira – export updated task data from Fusion back to Jira.
Clicking Pull or Push opens a confirmation dialog that displays the selected options before the job begins. After you start the job, synchronization runs in the background, and a progress dialog lets you monitor completion.
Each sync operation records a timestamp in the Last pull or Last push field. Click the timestamp to view the sync history, including any warnings, errors, or detailed log entries.
View linked tasks
When a project has an active Jira connection, each task in the project can be linked to a Jira issue through the Jira Task Key field in the task’s details. See Task Details → Jira Task Key for instructions on linking Jira issues.
Typical workflow
Team members update task state, remaining estimate, and status comments in Jira.
The project manager performs a Pull before running the next schedule update in Fusion.
After recalculating the schedule, the manager performs a Push to update Jira with Fusion-specific data such as Criticality and Projected Start.
Jira Permissions
Each user performing a Pull or Push must have sufficient permissions in Jira to read or update the linked issues.
See also
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