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On this page
  • Key Features Overview
  • How to Use the Dashboard
  • Widget Explanations
  • Settings
  • Benefits

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  1. Projects

Dashboard

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Last updated 3 months ago

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The Project Manager Dashboard is designed to give CEOs and project managers a high-level, actionable overview of ongoing projects. By providing critical insights at a glance, the dashboard helps you make informed decisions quickly and efficiently.


Key Features Overview

1. Top-Level Insights

At the top of the dashboard, you’ll find widgets that provide an instant summary of your projects:

  • Hours Registered vs. Estimated: See whether used project hours are within the acceptable estimated hour limit.

  • Billable Hours Rate: Monitor the percentage of billable hours for your projects.

  • Overdue Invoices: Check if any invoices are overdue for payment.

Click on any widget to drill down into detailed data for the relevant projects.

2. Mid-Level Insights

The middle section provides detailed views, including:

  • Project Invoices: Track invoiced amounts, amounts to be invoiced, and payments received.

  • Absences: View team member absences.

3. Historical Trends

At the bottom of the dashboard, you’ll find graphical data on:

  • Billable Hours over time: View trends in billable hours across projects.

  • Invoiced vs. Received: Compare invoiced amounts to payments received.


How to Use the Dashboard

1. Viewing Key Insights

  • Use the filters at the top to customize the data shown (e.g., project status).

2. Interacting with Widgets

Each widget allows further interaction for deeper analysis:

  • Hours Registered vs. Estimated:

    • Displays the percentage of used hours compared to estimated hours.

    • Default warning threshold: 85% of estimated hours used.

    • Click the widget to view a sorted list of projects.

  • Billable Hours Rate:

    • Shows the percentage of billable hours compared to total hours.

    • Default warning threshold: 90% billable hours.

    • Click the widget to view projects sorted by lowest billable rate.

  • Invoices Overdue:

    • Displays projects with overdue invoices (default: overdue by 1 day).

    • Click the widget to see a detailed list of affected projects.

3. Accessing Detailed Data

  • Click a project name or widget arrow to navigate to the project’s detailed Activity Page for deeper insights.


Widget Explanations

Top: Hours Registered vs. Estimated

This widget calculates the total estimated hours for all project activities and compares them to registered hours.

  • Example: If a project has 50 estimated hours and 42.5 hours have been registered, the widget shows 85%.

  • Default Warning Limit: 85%.

  • Excludes hours registered on activities that has no estimated hours set.

Access control needed:

  • Time records and absences (Company) - Time records - View

  • Task - Task planning - View

  • Project - Project planning - View


Top: Billable hours

This widget shows the ratio of billable to total registered hours.

  • Calculation is based on:

    • Non-billable hours on activities marked as "Non-Billable."

    • Hours on activities without a price model (treated as non-billable).

  • Default Warning Limit: 90%.

Access control needed:

  • Time records and absences (company) - time records


Top: Invoices Overdue

Displays overdue invoices for your projects.

  • Default Setting: Shows invoices overdue by 1 day.

  • Click the widget to open more information and navigate to a detailed view of the overdue invoices for each project.

Access control needed:

  • Finances - Invoices - view

  • Projects - Project economy - view


Mid: Absences

Displays team member absences across the projects you have filtered on.

  • Current Absences: Shows all ongoing absences.

  • Upcoming Absences: Displays up to 5 absences, sorted by date.

  • View all: Click to open the Planned Absence page, filtered for the team members of the projects where you are the project owner (blue star).

Access control needed:

  • Time records and absences (Company) - absences - view


Mid: Invoices

This widget shows the invoices, to be invoiced, and payment received. Click a project to navigate to the project main page.

Access control needed:

  • Finances - Invoices - view

  • Projects - Project economy -view


Settings

Company-wide Settings

Currently we don't offer changes to the thresholds on the dashboard.

Future Updates

  • First update will be to set warning limits for each widget at the company level.

  • Later we will introduce user-specific warning settings.

  • Example: Adjust the warning threshold for "Hours Registered vs. Estimated" to trigger at 80% instead of the default 85%.


Benefits

  • Centralized Overview: Get a complete picture of project performance in one place.

  • Improved Decision-Making: Act on real-time data to keep projects on track.

  • Enhanced Efficiency: Reduce the need to navigate multiple pages to gather insights.

Try the dashboard today and experience streamlined project management!