# Dashboard
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.
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### **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.
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### **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.
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### **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.
{% hint style="info" %}
**Access control needed:**
* **Time records and absences (Company)** - Time records - View
* **Task** - Task planning - View
* **Project** - Project planning - View
{% endhint %}
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#### **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%.
{% hint style="info" %}
**Access control needed:**
* Time records and absences (company) - time records
{% endhint %}
***
#### **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.
{% hint style="info" %}
**Access control needed:**
* Finances - Invoices - view
* Projects - Project economy - view
{% endhint %}
***
#### **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).
{% hint style="info" %}
**Access control needed:**
* Time records and absences (Company) - absences - view
{% endhint %}
***
**Mid: Invoices**
This widget shows the invoices, to be invoiced, and payment received. Click a project to navigate to the project main page.
{% hint style="info" %}
**Access control needed:**
* Finances - Invoices - view
* Projects - Project economy -view
{% endhint %}
***
### **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!
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