Projects Dashboard

The Dashboard (located under the Overview tab) is the very first screen you see when you access a Client, a Project, a Folder or a Workspace. It provides you with the most recent and most urgent information from all modules. For example you can see at a glance what tasks and milestones are due, what messages and comments have been posted recently, or what documents have been uploaded.

However, Clients, Projects and Folders have their very own Dashboards with some particular widgets which will be explained below.

This is the information shown as soon as you go to the Overview tab, while standing in a Project:

Some of their widgets will be explained below.

When an organization works with many different projects, upper management and other Project Managers would definitely like to see a quick summary, right?

Chances are that if one sees a project that is overdue, and its revenue are supposed to be high, one would like to know of this immediately and correct the situation.

This can be achieved with the Projects List, which can let you play with different fields and filter by them or group by them. Not just that, but do note that if you have Custom Properties of your own they will also be shown in the list!

In order to access the Projects List you just need to access the Overview tab and click on the Projects List button on the top right corner.

Then, if you click next to a field name, in the drop down option, other than being able to select other fields to show, you can also opt to group by it as shown below:

Here you may find the Project Status (similar to the Client Status), which will let you know how it goes. You may modify it by editing the project or you can set up a formula to calculate it for you.

On the other hand, you may also see the Tasks Status of those tasks that belong to the project.

  1. Overdue: Amount of tasks that should have been completed before the current day.
  2. Upcoming: Tasks that are still pending but the due date has not been reached yet.
  3. Today: Tasks which must be completed within the current day.
  4. Completed: Tasks that have already been completed.

This chart is very important!! You will easily be able to know something that worries almost every company: having a clear and fast vision of the estimated time of a project and its actual executed time. If the executed time is higher, something has gone wrong and you are counting losses, whereas if it is the same or less, then you are making profit.

There are two kind of charts:

  1. Line chart: it is shown when all tasks of the project count with a due date. Depending on what you are looking forward to achieving, we suggest using this one when possible as it provides a time reference, so you must make sure all your tasks have a due date.
  2. Vertical chart: it is shown when there are some tasks within the projects which have no due date.

Line Chart:

Vertical Chart:

Note: You may have noticed in the bottom of the charts, that the system will let you know if there is missing information that may lead to a not accurate chart, such as the following:

  1. In case there are completed tasks with no registered time
  2. In case there are charts with no estimated time