We're excited to introduce the new Project Manager Dashboard, designed to provide comprehensive insights into your project's performance. This powerful tool offers a centralized view of key metrics and data, empowering project managers to make informed decisions and optimize project outcomes.
Dashboard Overview
The Project Manager Dashboard is accessible from the project summary page and provides a range of charts and widgets to visualize critical project information.
Key Features:
- Comprehensive charts: Visualize time and budget, utilization, project burn-down, task performance, revenue, costs, and invoice status.
- Customizable layout: Arrange charts to suit your preferences and add new charts as needed.
- Date range flexibility: Analyze data based on specific timeframes and export data for further analysis.
- Essential widgets: Access quick insights into estimated costs, margins, billing, invoiced revenue, pending actions, project health, and employee leave.
- Automatic updates: The dashboard refreshes daily to provide the latest data.
- Controlled access: Project managers, client managers, PSA admins, and global admins have default access. Additional users can be granted access through role-based permissions.
Steps:
Navigate to Project go to Projects tab, click the Project name & then Summary
This dashboard has the following charts:
- Time and Budget Summary
- Utilization & Time Spent Over
- Utilization & Time Spent by project role or resource name
- Project Burn Down Chart
- Tasks Estimated vs Actual
- Effort vs Revenue Over Time
- Cost, Profit and Margin Variance: Planned vs Actual
- Current Invoice Status
- Expense Breakup
Users have the ability to personalize the placement of the charts by simply clicking on the settings icon located at the top of the dashboard. Additionally, new charts can be easily added from this section. Once the customization is complete, users can save their changes with ease.
Customizing chart placement by dragging and setting their location.
Expanding the dashboard with new chart options
Users have the flexibility to view charts based on specific date ranges and also have the option to export the data for further analysis.
In addition to the charts, the summary page also includes the following widgets:
- Estimated costs, margins, and billing, as well as invoiced revenue.
- Pending actions.
- Project health status.
- Employee leave status within the project.
Dashboard Update Frequency:
The dashboard is updated once every 24 hours based on the user's initial visit to the page on a particular day. For example, if a user first accesses the dashboard at 5:30 pm on January 1st, the next update will occur at 5:30 pm on January 2nd. If the user visits the page again on January 2nd at 7 pm after the initial update, the dashboard will be refreshed on January 3rd at 7 pm.
Access to the dashboard is managed as follows:
By default:
Project managers and client managers have access to their respective project's dashboard. PSA admins and global admins have access to all project dashboards.
Custom access:
Users can customize access to specific project dashboards by assigning the "View Project" and "View Financials" permissions in the project settings.
Granting access to the dashboard for all projects can be achieved by assigning Timesheet permissions, including the ability to view all projects and financials, within the global 'roles and permissions' settings.
By leveraging the Project Manager Dashboard, you can effectively monitor project progress, identify potential issues, and make data-driven decisions to ensure project success.
For further information on adjusting permissions for Project Managers or to learn about the Privileges and Permissions that can be allocated to a Project Manager for a specific Project.
Click Here: Permissions for Project Managers