Project Dashboard

Every project has its own dashboard. The dashboard tells you whether the project is currently on time, within budget and whether or not is has an acceptable level of risk.

On every dashboard, there are a number of charts available. By default, the dashboard will have a pre-defined layout of charts.

You can customize this dashboard by:

  • Moving the chart. Click and drag the chart into another desired location, using your mouse. Drop it into the new location.
  • Change the Data Displayed: In a particular chart, click the cog wheel in the top right to change how you want your data displayed in that chart. Different charts have different options.

Project Health Chart

The health chart tells you the current health of your project. It allows you to easily identify those projects which are progressing fine and those projects which are in trouble.

There are several indicators shown on the health chart:

  • Time: Time shows what percentage your project is behind schedule.
  • Tasks: Shows how many tasks still need to be completed.
  • Workload: shows how many tasks are overdue.
  • Progress: Shows what percentage of your project is complete.
  • Cost: Shows your costs vs your planned budget.

Project Tasks Chart

This chart simply shows you the number of tasks that are:

  • Not Started: The number of tasks that have not been started yet. These tasks are currently marked as 0% complete.
  • In Progress: The number of tasks that have been started but are not finished. These tasks are marked as between 0%-99% complete.
  • Complete: The number of tasks that have been completed. These tasks are marked as 100% complete.

To change the data which populates this chart, change the percent complete by moving the task progress slider on the List or Board Views or update the percent complete column on the Plan View.

Project Tasks Chart

This chart simply shows you the number of tasks that are:

  • Not Started: The number of tasks that have not been started yet. These tasks are currently marked as 0% complete.
  • In Progress: The number of tasks that have been started but are not finished. These tasks are marked as between 0%-99% complete.
  • Complete: The number of tasks that have been completed. These tasks are marked as 100% complete.

To change the data which populates this chart, change the percent complete by moving the task progress slider on the List or Board Views or update the percent complete column on the Plan View.

Project Time Chart

The Time chart tells you whether your projects are ahead or behind time. It uses the data entered on Project tasks to determine the results. Here's how it works:

  • If you have a task that was due to be complete by today and it's not, then it's behind.
  • If you have a task that was due to be complete in the future and it's already complete, then it's ahead.
  • If you have a task that was due to be 50% complete by today and it's 45 % complete, then it's behind. However if it's 55% complete then it's ahead.
  • So the system looks at every task and works out the % that was due to be complete by today, vs. the actual % complete and determines if it's ahead or behind.

To update the results, change the percent complete by moving the task progress slider on the List or Board Views or update the percent complete column on the Plan View.

Project Cost Chart

The Cost chart tells you whether your projects are under or over budget. It displays the Actual, Planned and Budgeted Cost as follows:

Actual
The actual cost of your project is calculated by combining:

  • Person Cost: To update this, either change the hourly rate for each person on the People page, or change the Actual Hours for each task in your Project
  • Task Cost: To update this, change the Actual Cost for each task.

Planned
The planned cost of your project is the summarized:

  • Person Cost: To update this, either change the hourly rate for each person on the People page, or change the Planned Hours for each task in the Project.
  • Task Cost: To update this this, change the Planned Cost for each task.

Budget

This is the amount that you have entered on the "Budget" field on the Project Settings page.

Project Workload Chart

This chart shows the workload across a project and people based on the total number of tasks and their statuses. The workload chart helps you track whether your team is working productively on their tasks.

  • Completed: Shows the number of tasks that are 100% complete
  • Remaining: Shows the number of tasks that are not 100% completely, but also not overdue
  • Overdue: Shows the number of tasks that have a Planned Finish Date before today and are not 100% complete
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