--- title: "The CEO Desktop" canonical: "https://support.functionfox.com/space/GS/39323673/The%20CEO%20Desktop" format: markdown --- ## The CEO Desktop The CEO Desktop provides a high-level visual overview of your data, including hours and fees, billable vs. non billable hours, projects by status, and more. The data displayed on each CEO Desktop page can be adjusted using the date range, order by, and status filters (where applicable) at the top of the page. We use these terms throughout FunctionFox to describe all financial sums and budgets: **Expenses:** Outside resources incurred for the project. **Tasks:** Services provided by your company. **Costs: **What your company pays for tasks and/or expenses. **Fees: **The billable value of tasks and/or expenses. **Estimated: **Expected amounts related to tasks and/or expenses. **Actual:** Real amounts related to tracked time and/or expenses. #### The CEO Desktop Expanded Project View ![image-20240716-150420.png](media://92df3a46-ce9a-4597-bf8f-9d00698884d3) The **expanded project view **is accessible from the Client, Project Manager, Status, and Project Type CEO Desktop pages. This view lists all open projects under the expanded option. Each project can show: - **Timeline: **Shows today’s date in relation to the start and due dates of the Project and shows either the number of days until the project is due, or how many days the project is overdue by (If a project does not have a set due date no timeline will be shown). By clicking on the Timeline, you will be taken to the estimate page (Classic) or the project schedule page (Premier and In-House subscriptions) for that project. - **Project Hours: **The Project Hours bar represents the [estimated hours](https://support.functionfox.com/space/GS/39323162/Project+Estimates) versus actual hours tracked on a project. Hover on the Project Hours bar to see the total estimated project hours and total actual project hours. By clicking on the Project Hours bar, you’ll have the option to go to the Estimates page, generate a Project Report, or generate a Personnel Cost Rate Report. ![image-20240715-171222.png](media://d923e8e4-7e3c-4fb9-8c9c-b458ac4a2987) ![image-20240718-192855.png](media://714752b3-ff58-424e-b326-06ed266ab8c8) - **Project Fees: **The Project Fees bar represents estimated task and [expense](https://functionfox.atlassian.net/wiki/spaces/GS/pages/39323274) fees for a project versus actual time and expenses. Hover on the Project Fees bar to see the total estimated project fees and total actual project fees. By clicking on the Project Fees bar, you’ll have the option to go to the Estimates page, generate a Project Report, or generate a Personnel Cost Rate Report. ![image-20240715-173437.png](media://74e9acbc-4831-4e00-af42-e4f8e30eb4e1) - **Actual Cos**t: The Actual Cost bar represents the total estimated project fee versus the actual cost of the project (time x [personnel cost rate](https://functionfox.atlassian.net/wiki/spaces/GS/pages/55345155) + actual expense costs), allowing you to easily see your profit margin for that project. Hover on the Actual Cost bar to see the total estimated project fees and total actual costs. By clicking on the Actual Cost bar, you’ll have the option to go to the Estimates page, generate a Project Report, or generate a Personnel Cost Rate Report. ![image-20240716-155142.png](media://962ce72d-abaf-4d2f-a939-a1373a9c132c) For accounts using the **Billed Tasks** and **Billed Expenses** fields on the Project Estimate page, those amounts will show as a dark blue bar labeled Billed Amounts. Within the Expanded Project View, a **teal** bar represents a total amount under 75% of the estimate (or no estimate), and a **yellow** bar represents a total amount within 75% to 100% of the estimate. The **grey** portion of the bar represents the remaining amount, and **red **represents an amount over budget. The **CEO Desktop > Client** page displays hours tracked against all active clients within your selected date range. Click on the dark blue bar associated with a client to expand and display the list of projects for that client in expanded project view (all open projects are displayed by default). You can choose to order your clients based on the client name or hours tracked, and filter projects based on their current status. > ℹ️ ![image-20240603-201955.png](media://2a80ee1d-77b1-4c62-90cd-7e60f3cee488) > ℹ️ > ℹ️ **FOX TIP:** Choose to show/hide the summary charts on the CEO Desktop by clicking on the broken circle icon in the top right of your FunctionFox window. ![Picture46.png](media://ab92399c-7b9e-47dc-b5cf-b19d0b4ba70d) #### CEO Desktop > Personnel The **CEO Desktop > Personnel** page displays a graphical comparison of billable vs. non-billable hours tracked by each user, within your selected date range (the date range is set to all time by default). Click on the bar for a specific user to generate a** Productivity Report **(Reports > Productivity) that shows the billable and non-billable time tracked by that user, in detail. Click on the total bar, or the graph icon at the top right under the Project Type drop-down menu to generate a summary Productivity Report for all personnel. Personnel can be ordered alphabetically by name, by billable hours, non-billable hours, or total hours. **Note:** Billable vs. non-billable time is established at the [task](https://support.functionfox.com/space/GS/39322546/Step+3%3A+Add+Tasks+%26+Rate+Categories) level. Any task with a set hourly rate is considered billable, while any task with a rate of $0 is considered non-billable. You can also filter data associated with projects by Project Type, if needed. ![image-20250605-200454.png](media://ff6ad563-db2b-48d8-99b2-d4d6c191b1fa) #### CEO Desktop > Project Manager The **CEO Desktop > Project Manager** page displays the number of open projects assigned to each project manager in FunctionFox. Click the bar for a specific project manager for the **expanded project view**. You can designate a user as a Project Manager through the **Personnel > Manage** page. #### CEO Desktop > Status The **CEO Desktop > Status page** displays the current number of open and overdue projects, according to their status. Click the bar for a specific status for the **expanded project view**. Project Statuses can be ordered alphabetically, by the number of projects due, projects overdue, or all projects. You can manage your project statuses on the **Projects > Manage** page. #### CEO Desktop > Project Type The **CEO Desktop > Project Type** page displays the number of open and overdue projects, according to their project type. Click the bar for a specific type for the **expanded project view**. Project Types can be ordered alphabetically, by the number of projects due, projects overdue, or all projects. You can manage your project types on the **Projects > Manage page**. #### CEO Desktop > Retainers The **CEO Desktop > Retainers** page displays your active Retainers, and groups them by whether they are tracking by fees, by hours, or by personnel cost rate. Click on the bar for a specific retainer to display the monthly breakdown (up to the current month). You’ll see the actual (hours or fees) versus the set retainer amount. Click the bar for a specific month to generate a **Retainer Report** (Reports > Retainers). Retainers can be ordered alphabetically by retainer name, actual amount, or retainer amount. Click [here](https://functionfox.atlassian.net/wiki/spaces/GS/pages/39323225) to learn more about Retainer Tracking. ![image-20240712-153837.png](media://0123b57b-906b-49d4-a240-4b5f4c256bbf) #### CEO Desktop > Campaigns The** CEO Desktop > Campaigns **page (Premier and In-House subscriptions only) displays your active Campaigns per Client. You can use the filters at the top of the page to order the data by budget totals or Client name and filter the results by the date range selected. The dark blue bar associated with the Client displays the total budget for all active Campaigns. Click this bar to view each Campaign. The **Estimated Fees **bar shows the total estimated amount for all projects included in the Campaign versus the Campaign budget, while the **Actual Fees **bar gives you total actual time and expenses versus the Campaign Budget. The **Actual Cost** bar shows the [personnel cost rate](https://functionfox.atlassian.net/wiki/spaces/GS/pages/55345155) total versus the Campaign Budget Click [here](https://functionfox.atlassian.net/wiki/spaces/GS/pages/41058349) to learn more about Campaigns. ![image-20241009-164156.png](media://4a1a2877-1193-4d54-9f31-6df130ddd1f6) #### Additional CEO Desktop Settings At the top right of the CEO Desktop page are some additional settings: ![CEOsettings.png](media://13097813-90de-4ecb-8198-75b6b6405b0b) > ℹ️ **Want to take a deep dive into your account data? Check out the comprehensive ****[Reporting](https://functionfox.atlassian.net/wiki/spaces/GS/pages/39323780)**** options that FunctionFox offers.**