Project Pipeline

What Is the Project Pipeline?

The Project Pipeline view answers a critical planning question: of all the projects that were supposed to complete in a given period, what actually happened to them? Were they completed on time? Did new projects get added? Were others pushed into a future period or pulled in early?

This view uses two complementary charts — a waterfall bar chart and a Sankey flow diagram — to give you a clear picture of project throughput, pipeline momentum, and delivery predictability over any selected time window.

How to Access It

Navigate to Insights → Capacity & Planning → Project Pipeline.

What You'll See

Waterfall Bar Chart

The top chart shows the flow of planned versus actual completion for the selected period, broken down into pipeline stages:

• Opening — Projects that were active (in progress) at the start of the period
• Created — New projects created and started during the period (shown in green, positive)
• Pulled In — Projects originally planned for a later period but completed early
• Completed — Projects that reached completion during the period (shown in red/negative, as they exit the active pipeline)
• Archived — Projects archived during the period
• Pushed Out — Projects that were planned to complete but got moved to a future period
• Ending — Projects still active at the end of the period

Hover over any bar to see an exact count tooltip (e.g., "Created: 16").

The chart includes refresh and download icons in the top right to refresh data or export the chart.

Project Count vs. Total Project Value Toggle

Use the Project Count / Total Project Value dropdown at the top right of the chart to switch the metric being displayed:

• Project Count — Shows pipeline movement in terms of number of projects
• Total Project Value — Shows pipeline movement in terms of total contract value (useful for revenue-weighted analysis)

Sankey Flow Diagram

Below the waterfall chart is a Sankey diagram that visually maps the flow of projects from their opening state to their ending state. Color-coded bands show how projects moved through the period — which ones completed, which ones ended the period still in progress, and which were pushed out. The right side of the diagram labels each destination (e.g., "Completed: 8", "Ending: 5").

Summary Bar

The bottom bar shows a quick breakdown: Opening · Created · Pulled In · Completed · Archived · Pushed Out · Ending, with signed numbers (e.g., +16 for created, -6 for completed).

Filters & Controls

• Date Range — Define the period to analyze. Defaults to Last 90 days.
• All Accounts / All Owners — Narrow the pipeline view to specific accounts or owners.
• Statuses — Filter by project status.
• Data Field — Add optional custom fields.
• Group By — Group results by owner, status, or custom data fields.
• Apply — Apply all selected filters.

Tips for Getting the Most Out of This View

• A large Pushed Out bar is a leading indicator of delivery risk — investigate which accounts are slipping and why.
• Compare Created vs. Completed over time to assess whether your team is keeping up with demand or falling behind.
• Switch to Total Project Value to understand the revenue impact of pipeline slippage — not just the volume.
• Use Group By → Owner to see which team members have the most pipeline activity and whether throughput is evenly distributed.