Dashboards

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Putting the data at your fingertips

Dashboard gives you the data you need when you need it and in the format you want. You can see data and analysis at both the portfolio and project levels and this is all able to be personalised to the particular user.

In terms of data you can choose your own set of properties for the project from the extensive properties (system level properties, key stats from the project controls database or additional data loaded from project spreadsheets). Depending on what you want to look at you can move between different sets of saved properties using a ‘view’ either pick your a view preset by your admin user or create your own personal ones.

Analysis panes are then available to higher level users to display the chosen areas of analysis for the projects or Portfolios. These Analysis Panes use pre saved report definitions and this means that you can use the extensive range provided as standard or personalise these yourself using your favourite views or even bringing up custom data loaded into the project from spreadsheets by the PM.

Favourite combinations of analysis pane can be saved for quick viewing and again we have provided a standard set of these favourites to help you get up and running quickly.

Working with properties

System level properties enable you to decide what sort of properties are to be collected for your projects, of course we provide a helpful starter set but you can personalise these to match your requirements for statuses, dates, descriptions, roles and anything else you need. Then use views to manage them easily.

Depending on your permissions you may be able to update properties one project at a time or across all the projects in a portfolio in an easy management form which even supports copy and paste. When used in combination with Bulk project creation this is great when setting up many projects i.e. a new programme or the beginning g of he new financial year.

Dashboards anywhere

The Browser App also includes a dashboards facility which provides Portfolio and project properties to assist in selecting the Portfolio and project of interest and then you can run one of the Project or Portfolio reports with one click from pick list.

Using this you can get live dashboards on your tablet or smartphone whenever you want them.

Resources

Reporting and Dashboards (23m)

Browser (16m)

Dashboards made easy (20m)

Dashboards

No reporting provided.

Core reporting supported including producing dashboards, project and portfolio reports and project document assurance. The report publishing capability is not available on Personal Edition.

Full reporting capability supported on Small Team Edition. Only one user will be able to produce reports and can then publish them to the Report Library to share with the rest of the team.

Full reporting capability, you choose how many ‘Manager’ type users you want to have the ability to produce and publish reports.