The Dashboards space enables the creation of mini report views that can be shared with team members.
Here are all the available widgets:
Workload Summary: Provides a summary of the workload for the selected member over a specified date range.
Workload: Displays a summary of the workload for the selected member for the current and upcoming week.
Utilization Summary: Shows a summary of the utilization for the selected member over a specified date range.
Utilization Last 2 Weeks: Summarizes the utilization of the selected member for the current and upcoming week.
Utilization Bar Chart: Presents the utilization summary of the selected member as a bar chart for a specified date range.
Org Utilization Graph: Provides an organization-wide utilization overview in a graphical format for the selected period.
Org Utilization: Displays an organization-wide utilization overview in a bar chart for the selected period.
Timesheet: Presents an overview of timesheets for the selected member for the current and upcoming week.
Timesheets Entered: Displays a summary of entered and missing timesheets for the selected member over the past four weeks.
Timesheets Submitted: Provides an overview of submitted, unsubmitted, and missing timesheets for the selected member over the past four weeks.
Timesheets Approved: Shows a summary of approved and unapproved timesheets for the selected member over the past four weeks.
Budget Tracking: Offers an overview of budget details for up to 20 selected phases or subphases.
How to create a Dashboard?
Click on Create
Enter a name for the dashboard, an optional description, and the Members to share it with. Click Done to proceed.
Click + Add Widget on the top to add widgets to the Dashboard.
Select a widget from the expanded menu to display. Multiple widgets are available, each presenting different reports in various views. Click Add to continue.
Customize the widget by selecting the Members and date to view. Click Create to finalize the widget or Cancel to discard.
The new widget will appear on the Dashboard.
To remove a widget, click on the three dots in the top right corner of the widget.
Multiple dashboards can be created and accessed. Use the dropdown arrow next to the currently selected dashboard to switch between them.
