> For the complete documentation index, see [llms.txt](https://docs.greytrix.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.greytrix.com/sage-crm-add-ons/crm-project-manager/user-guide/project-analysis.md).

# Project Analysis

The **Project Analysis** tab provides a cross-sectional view of project tasks and timesheet data, enabling project managers to analyze project performance, identify trends, and make informed decisions throughout the project lifecycle. It also provides key metrics required for project summary reporting.

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FEqTNmkrqMWSWgpd4IbOp%2FAnalysis.png?alt=media&amp;token=f00642b4-74ad-4394-8b43-30f9e93ce915" alt=""><figcaption></figcaption></figure>

#### Overview

The **Analysis** tab is available within each project and presents consolidated information from both **Project Tasks** and **Timesheets**.

This information helps project managers:

* Monitor project progress.
* Analyze work completed across tasks and resources.
* Identify trends and patterns within the project.
* Support proactive decision-making.
* Generate summary information for project reporting.

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#### Analysis Filters

The Analysis screen provides several filtering options to help users view project information based on specific criteria.

The available filters include:

* **Break Down by Task** – Displays analysis based on individual project tasks.
* **Break Down by User** – Displays analysis based on the users assigned to project tasks.
* **Filter by Task Status** – Displays data based on the selected task status.
* **Filter by User** – Displays information for a specific project user.

#### Global Project Analysis

Project Analysis is also available from the **Project CRM** section, allowing users to perform analysis across all active projects rather than a single project.

Additional filters available in the global analysis include:

* **Billable**
* **Unbillable**
* **Project**

These filters provide a consolidated view of project performance across multiple projects and support organization-wide project analysis.

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2F9JTaYwxpGM4A0GWSEBKl%2FProject%20CRM.png?alt=media&amp;token=751ffbca-acdc-4eb8-90c7-ce047d83354a" alt=""><figcaption></figcaption></figure>

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