Project Manager > PM dashboard page [guide]
The project manager dashboard is a listing with chart-based reporting on project related metrics.
Navigation | Hours by project type | Hours by client | Billings by client | Completed project details | Scoreboard settings
Navigation
The dropdown menus give you the ability to sort the information by a date range as well as by client(s).
Note: The 'show description' option beneath each section will give more information as to how the information is calculated.
Project Request Counts: This will measure the totals for client and/or internal project requests.
Project Summary: This will give you a run down of project totals by status.
Completed On Time: Is the number of projects where the Complete Date on the project settings is less than or equal the latest task actual complete date of all of the tasks on the project.
Hours by project type
Provides information on actual hours entered based on project type.
This list sorts by the highest number of hours first.
Hours by client
Shows actual hours worked, sorted by client.
Note that zero hours are hidden by default and can be shown using the settings option at the top of the page.
Billings by client
Shows the total amount billed per client using the date range on the client invoice. Sorts by highest amount billed.
Completed project details
Pulls a listing of projects in completed status and shows comparisons for budgeted hours and financials versus actuals. A completed project is determined when all the tasks on a project have an actual completion date and the maximum of these dates is within the selected date range.
Duration of days on projects: The Project Duration is the number of company work days from the earliest task plan start date to the latest task plan completion date.
Scoreboard settings
These options are shown when selecting the 'Settings' icon at the top of the PM dashboard.
This will allow you to customize the information shown on this page and set visibility based on security rights.