Configurable Components on Project Dashboards

Modified on Thu, 27 Oct 2022 at 10:04 AM

A typical project dashboard will give you a high-level and detailed overview of all your projects. You can easily see the status of each project, or deep dive into specific business functions such as marketing, production, or sales. The ideal project dashboard is one that you can tailor to suit your specific needs and challenges in order to produce successful reporting. 

The configurable components on a project dashboard offer you: 

  • Progress reports and status widget
  • Activity tracking 

The components on project dashboards are flexible and vary significantly depending on the project, team, and tracking requirements.

In this article, we will show you how to configure and save a personalised dashboard. 

Applying reporting layouts and charts

On the project dashboard, there are various reporting layouts that serve as a visual piece of reporting. These showcase the various overviews that project information can be viewed in and can be located by simply clicking on the Switch Report Layout button. 

The Dashboard Reports dialogue will appear with a list of reporting layouts that you can choose from. This list incorporates a number of areas in which project information can represented on the dashboard. The dashboard layout is also fully searchable by keywords, depending on what you're looking for on the report you need.

From the dialogue:

  • On the left-hand navigation - you'll see the different sections of project information that can be reported on. 
  • Each section will include the reporting layouts that can be selected.
  • You can also use the search option at the top to display any reporting layout by its title.

Once you have sourced the layout that fits your reporting needs, simply click on Select to apply the layout to the dashboard. You'll be able to see the report layout applied, directly at the top of the dashboard. 

How to configure components on project dashboards

Each project manager will have a different layout they wish to apply, depending on their reporting needs. When a reporting layout is applied, there are components that can be edited and updated to visually present the desired overview of project information. 

For example, as a project manager, if you were reporting on project impacts and rag components with their path to green dates, the reporting layout would give you default charts that represent that information. 

Depending on your reporting style, you may want to use bar graphs that show the metrics of the information instead on a pie chart. 

Use the following elements to configure your dashboard on the current reporting sections: 

  • Settings - This provides various graph options to choose from.

  • Filters - This provides various categories of metadata that you can apply (from Portfolios to RAG status).

NOTE:  You are also now able to select Project Custom Properties that have been set up as Option / Multioption / ValuedOption data fields.

Once you apply the changes, the charts will update the information and provide you with the style of layout that you need. 

Saving the configured dashboard

A key final step is to save the dashboard with the new layout that you have applied. As a project manager, you are now able to access this personalised dashboard at any given time!

To save the dashboard, simply click on Save As Dashboard at the top of the page. 

For more information on how to complete the steps for saving/creating a dashboard, Click here

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