When you’ve logged in, there are a few views you’ll see. Note not all of these are available to everyone. If you think you should have access to one mentioned here, please contact your admin. These views are not quite the same as what your client will see. For information on client views, visit the Client View section of this guide. We also created a guide specifically For Your Clients.

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Click on the three lines at the top right of your workspace to switch to List or Board view:

This shows all of the projects in your organization and where they are in terms of progress and risk. Projects will automatically move along in this view as they progress. You can also pivot the board view by clients, project leads, due and start month, template and risk. Pivot your board view even further with a combination of Filters.

Each card contains the project name, client name, project due date, and project value. As you hover over a card, you’ll see an option to “Quick View”. This shows even more detail

Quick view will open up a menu that shows even more information on the project. In addition to before, we can now see the start date, projected completion, and stakeholders (internal and at your client) for this project. There is also a tab near the top right to view attached documents for reference such as statements of work.

Our Baton Projected Completion Date for a project looks to accurately predict when an implementation will finish based on how it is progressing. It looks at all tasks in the project, estimates a completion date for each, and sets the project to be complete when the final task is complete.

To calculate when a task will be complete, we consider its status, start date, due date, duration (in effort hours if given), and the projected due date of its parent task's status. Then, we compare this data to today's date to assess the date we expect a task to be completed.

When a task is not started, we assume the entire duration will be needed to complete a task. These will be the hours estimated over eight hours a day or working days between the start and due date when hours are not given. Once a Baton user marks the task in progress, we will count down the days remaining from the started date, which can be overridden. If a task's started and/or completed date has been overridden, we use the overridden value.

Risk classification in Baton occurs for projects and tasks based on if they will be completed early, on time, or late. If a project or task is expected to be late, how late is essential to classifying the riskiness of a project being completed on time. If a project or task is expected to finish on time or early, it will show low risk. For determining if later tasks and projects should be medium or high risk, we look at the number of projected days late and the time between the current date and the entered due date. If the projected number of days late is less than 10% of the number of days between the present and due dates, we give the project a medium status. There is still time to get the project or task on track. Otherwise, we denote a high risk to the project or task.

Baton has an automatic risk classification system that assesses whether a project will be done on time or late. Risk classifications include:

Green - On Pace. You should finish ahead of the deadline.

Yellow - At Risk. You’re a bit behind pace, but there’s still a good chance you can hit the deadline.

Red - Delayed. A project is behind pace and not expected to finish on time.

To edit any information about the project, simply click the “Details” button. It will take you to a menu where you can edit all of the details. For more information on this, please visit the Project Settings page.

Back to the full project view, you’ll be able to edit the columns you see in the Board view. These columns are called “Phases”. The first and final phase will always be “Project Queue Projects” and “Completed.” You must have at least one additional phase between these. You can rename or add phases at any time. However, you’ll only be able to delete a phase if no project has or will pass through it. To adjust phases, click the three dots to the right of any phase.

Want to focus on only what you need to do and not have to look at every single project in your org? You can filter and sort projects by project lead, team members, phases, templates, and other factors. Simply click the sort or filter in the top right of the navigation bar and select your desired categories.

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