Viewing a project performance dashboard
You can display a dashboard view of your projects, which provides you with a quick indication of how your projects are progressing.
To access the Dashboard page, click Dashboard in the left pane.
The Dashboard page may comprise one single page, or multiple pages, depending on how it is configured. If the Dashboard page has multiple pages, they are displayed as tabs at the top of the page, and you can click the tabs to move between the different pages:
You can configure the project performance dashboard to display a number of different elements, known as 'widgets', with each widget displaying a different type of project information. Depending on how the dashboard is configured, the following widgets may be displayed:
Daily Activities
The 'Daily Activities' widget shows a bar chart that displays the total number of tasks that are scheduled to take place each day in the active pull plans of the selected projects:
The widget displays a column for each day in the four weeks following on from the start date you specify.
To see the exact number of tasks on a particular day, hover the mouse pointer over a column. The number of tasks on that day is displayed in a popup:
You can configure the Daily Activities widget by:
- Specifying the projects you want it to include. If the dashboard filters are not currently displayed, click Edit Dashboard and select Toggle Filters from the menu that appears, then select the projects you want the widget to include in the Project field. You can select any number of projects - you may want to view the daily activities in a single project, in a number of projects, or in all projects.
- Specifying the start date of the widget. If the dashboard filters are not currently displayed, click Edit Dashboard and select Toggle Filters from the menu that appears, then specify the start date in the Start Date field. To set the start date to the current date, click 'Today', to the right of the Start Date field.
Project Percentage Complete by Active Pull Plan
The 'Project Percentage Complete by Active Pull Plan' widget shows a percentage complete figure for the selected projects, based on the percentage of tasks in the active pull plan that are 100% complete. For example, if a project's active pull plan contains 100 tasks, of which 60 are 100% complete, the project will be shown to be 60% complete:
Only tasks that are 100% complete are used to calculate the percentage complete figure for each project: the progress that has been recorded against part-completed tasks is not included.
For an alternative method of illustrating the percentage complete figure of projects, use the Project Percentage Complete by Master Plan widget.
You can configure the Project Percentage Complete by Active Pull Plan widget by specifying the projects you want it to include. If the dashboard filters are not currently displayed, click Edit Dashboard and select Toggle Filters from the menu that appears, then select the projects you want the widget to include in the Project field. You can select any number of projects - you may want to view the percentage complete figure for a single project, for a number of projects, or for all projects.
Project Percentage Complete by Master Plan
The 'Project Percentage Complete by Master Plan' widget shows a percentage complete figure for the selected projects, based on the percentage progress that has been recorded against the master plan's activities:
For an alternative method of illustrating the percentage complete figure of projects, use the Project Percentage Complete by Active Pull Plan widget.
You can configure the Project Percentage Complete by Master Plan widget by specifying the projects you want it to include. If the dashboard filters are not currently displayed, click Edit Dashboard and select Toggle Filters from the menu that appears, then select the projects you want the widget to include in the Project field. You can select any number of projects - you may want to view the percentage complete figure for a single project, for a number of projects, or for all projects.
Work Complete by Project Team
The 'Work Complete by Project Team' widget shows a graphical indication of the number of tasks that have been completed by each project team for the selected projects:
Use this widget to view an indication of which project teams have completed the most - and least - of their work on the selected projects.
Each segment represents the number of completed whiteboard tasks as a percentage of all of a project team's tasks. For example, if a Bricklayers project team has twenty tasks across the active pull plans of three projects, with five of them are marked as complete, the percentage for the Bricklayers project team will be 25%.
Hover the mouse pointer over a segment to view the work complete percentage value for that project team in a tooltip:
You can configure the Work Complete by Project Team widget by specifying the projects you want it to include. If the dashboard filters are not currently displayed, click Edit Dashboard and select Toggle Filters from the menu that appears, then select the projects you want the widget to include in the Project field. You can select any number of projects - you may want to view the work complete indication for a single project, for a number of projects, or for all projects.
Work by Project Team
The 'Work by Project Team' widget shows a table displaying the amount of work that has been planned and completed by each project team for the selected projects:
The widget displays the following information for each project team:
- Total - the total number of pull plan tasks assigned to the project team.
- Complete - the number of these pull plan tasks that are 100% complete.
- Remaining - the number of these pull plan tasks that are not yet 100% complete.
- PPC - the percentage of the project team's pull plan tasks that are 100% complete.
You can configure the Work by Project Team widget by specifying the projects you want it to include. If the dashboard filters are not currently displayed, click Edit Dashboard and select Toggle Filters from the menu that appears, then select the projects you want the widget to include in the Project field. You can select any number of projects - you may want to view the work values for a single project, for a number of projects, or for all projects.