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.
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.
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%.
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.
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).
Mid: Invoices
This widget shows the invoices, to be invoiced, and payment received. Click a project to navigate to the project main page.
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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