Dashboard Widget Repository – Workamajig

Project Specific Widgets

Edit Project Dashboard, Widgets, and Options

Edit Widget Options

To access the widgets edit options screen, you first need to have access to Edit Dashboard.

Then you can click the edit icon at the top of the widget.

Here you can edit the Tab Name and Visible To.

Tab Name - By default, tabs are set to Home. If you put a different name here, then that name will appear as a new tab, and any other widgets or graphs with that same exact tab name will appear within that tab.

Visible to - Allows you to choose who can see the data within the widget. If the widget is in the layout, but someone's security group is not on the list, then they will see the widget frame, but it will not display any data within.

Project Setup Widget

Setup

This widget is designed to give you quick access to the main setup sections of a Project.

You can also click the check box to the left, which will turn it green, to denote that part of the project's setup is complete.

Schedule Indicator
The schedule checkmark turns green once a baseline has been established using the Set Baseline feature within the project schedule.
Estimate Indicator
The estimate checkmark on the project dashboard turns green once an estimate has been formally approved.

For more info on the click-through screens, see the articles below:

Project schedule overview [in-depth guide]

Estimates overview [in-depth guide]

Project Settings and Team: New project [in-depth guide]

Project Menu Widget

Project Daily Feed Widget

Daily Feed

This widget allows you to see the most recent actions taken on the project.

You can click View Entire Feed to open a new screen that shows all entries and search options.

Project Snapshot Widget

Project Snapshot

This widget shows the current budget vs actual amounts applied to the project. There are 3 different tabs: Hours, Amounts, and Billing.

NOTES:

The calculations on this page are performed each evening during the server reset. Click the Apply button from the snapshot options to have the project recalculate immediately.
When comparing the actuals on the project dashboard vs. what you see in a billing worksheet, the results can differ. This can occur when you prebill an order, but do not yet have the vendor invoice entered.

Settings

If you hover over the header and click the gear icon, you will get some additional options.

Snapshot Options - Additional detail below.

Include Unapproved Transactions - Includes time & expenses that have not been approved in the calculations.

Include Sales Tax - Includes sales tax from Invoices in the calculations.

Allocate Overhead By - Select how you want to allocate overhead on the project. NOTE: This may change, but for now, the allocated overhead amount is not displayed in the Actual profit area of the dashboard. It is only included in the calculation for operating profit (AGI - total inside costs). For the actual amount, see Reports>Financial Reports>Project P&L (detail)

Hours - (total client hours/total hours) (total overhead $) >>(total project hours/total client hours)(client overhead $)
Labor Cost - (total client labor cost/total labor cost)(total overhead $) >> (total project labor cost/total client labor cost)(client overhead $)
Total Bill - (total client billing/total billing)(total overhead $) >> (total project billing/total client billing)(client overhead $)
None - This displays the financial data of the project alone, with no Overhead applied.

Realized rate method - Determines the source calculation used to apply to the Realized Average Hourly Rate value.

From Labor Billed - This uses the actual time entries billed to calculate the realized rate for that project. ( Labor Billed / Actual Hours = Realized Rate).
From Total Billed - This uses the invoiced amount divided by hours on the project. The invoiced amount could include expenses and not just labor. (Total Billed / Actual Hours = Realized Rate ).
From Labor Income Accounts - This uses the GL account setup with Labor Income checked. It uses the total amount posted to those GL accounts for that project, divided by the hours on that project.

Print The Snapshot - Generates a PDF that summarizes the current financial information of the project. Divided into two major sections, project summary & project profitability, it allows a user to see, at a glance, where the project stands in terms of budgeted vs. actual time costs and billings. It also displays the to-date figures for the projected profit & actual profit of the project.

Refresh Project Financials - Performs a recalculation of the financial data right away. The system will automatically perform this action overnight for all active projects.

Hours

This area provides a comparison of the project budget vs. actuals. The budgets are based on all approved estimates & change orders for the project. Hours are based on all approved and unapproved time entries. Billing is based upon approved invoices only.

Total budgeted hours - Sum of all labor hours from approved estimates & change orders.
Less Total Actual Hours - Sum of all timesheet hours logged against the project. Hours shown are determined by the setting in the Snapshot Options area, approved or approved + unapproved.
Remaining budgeted hours - Equals total budgeted hours - total actual hours.
Projected average hourly rate - Equals total labor $ amount from approved estimate(s) & change order(s) at gross / total labor hours from approved estimate(s) & change order(s).
Realized average hourly rate - Equals total labor $ amount billed or marked billed to date / actual hours.
Total allocated hours - Equals the total number of hours that have been allocated across all tasks.
Future allocated hours - Equals the total number of hours allocated to future tasks.
Currency - Only displays if you have Multi-Currency setup.

Amounts

Includes unbilled, billed, and marked as billed transactions.

Budget from approved estimates - Sum of all gross labor & expenses from approved estimate(s) not including taxes.
Budget from approved change orders - Sum of all gross labor & expenses from approved change order(s) not including taxes.
Total approved budget - Equals budget from approved estimates + budget from approved change orders.
Less total actual billable - Total approved budget – total actual billable amount. NOTE: Total amount does not include open unbilled order amounts. You can match this number in the project budget analysis report using the "[inside costs gross] + [outside costs gross] + [labor gross]".
Remaining budget amount - Equals "[total approved budget] - [total actual billable amount]".
Currency - Only displays if you have Multi-Currency setup.

Billing

Total advance billings - Shows the sum amount of all advance bill invoice lines designated to this project. Click on the blue words to open a clickable list of these invoices.
Open unapplied advanced billings - Sum of all approved client invoice lines, where the invoice has been marked as an advance bill invoice, from orders linked to the project that have not been reconciled to the vendor invoice. Click on the edit icon to see a list of Invoices associated with this figure. Click on the blue words to open a clickable list of these invoices.
Total standard billings - Sum of all approved client invoice lines generated from transactions. Click on the Edit icon to see a list of Invoices associated with this figure. Click on the blue words to open a clickable list of these invoices.
Total amount billed - Sum of all approved client invoice lines generated for the project, including the unapplied amount from the advance billing invoice, fixed fee, and standard billing invoices.
Total approved budget - Sum of all approved estimates and change order estimates
Remaining to bill on estimate - This is a calculation of [total approved budget] - [total amount billed].
Revenue to recognize - This is a calculation of the [total approved budget amount] - [total amount billed on the project].
Currency - Only displays if you have Multi-Currency setup.

Here is an example where you can click through the blue words to open the list of related invoices.

Project Profitability Widget

Project Profitability

This widget displays the current profitability of the project in the way of Estimate, WIP, Actual, and Write Off.

NOTE: The budget screen adds open orders gross unbilled; this widget does not.

Profitability Options

You can hover over the widget and click the blue gear icon to access the widget's options.

Include Unapproved Transactions - This will add project transactions that are not yet approved to the widget's calculations.

Include Sales Tax - This option adds Sales Tax used in the Estimate and Actuals to the widget's calculations.

Hours - (total client hours/total hours) (total overhead $) >>(total project hours/total client hours)(client overhead $)
Labor Cost - (total client labor cost/total labor cost)(total overhead $) >> (total project labor cost/total client labor cost)(client overhead $)
Total Bill - (total client billing/total billing)(total overhead $) >> (total project billing/total client billing)(client overhead $)
None - This displays the financial data of the project alone, with no Overhead applied.

Realized rate method - Determines the source calculation used to apply to the Realized Average Hourly Rate value.

From Labor Billed - This uses the actual time entries billed to calculate the realized rate for that project. ( Labor Billed / Actual Hours = Realized Rate).
From Total Billed - This uses the invoiced amount divided by hours on the project. The invoiced amount could include expenses and not just labor. (Total Billed / Actual Hours = Realized Rate ).
From Labor Income Accounts - This uses the GL account setup with Labor Income checked. It uses the total amount posted to those GL accounts for that project, divided by the hours on that project.

Estimate

Hours: The sum of all hours contained in all approved estimates and change orders.
Total labor: The sum of labor gross amounts.
Labor contingency: The sum of all labor contingency amounts contained in all approved estimates and change orders. calculation = (labor gross)(% contingency entered on single estimate).
Gross expenses: The sum of gross expenses contained in all approved estimates and change orders.
Total: Sum of total labor + gross expenses.
Net expenses: The sum of net expenses contained in all approved estimates and change orders.
Gross profit (AGI): Calculation of total - net expenses: %= AGI/total.
Labor at net: The sum of labor cost contained in all approved estimates and change orders.
NOTE: labor cost is set on the individual services/roles via Admin>System setup>Time and Billing>Services: Hourly cost.
Net profit: Calculation of AGI - labor at net: % = net profit/total.
Sales tax: If Tax is used on the estimate, this displays the Tax Amount.
Total with tax: If Tax is used on the estimate, this displays the Estimate Total with Tax.
Projected hourly margin: Calculation of net profit/hours.
Currency: If using multi-currency, this will appear.

WIP

NOTE: This section is based on the actual unbilled transactions regardless if you are posting work In progress (WIP) or not. So you may see differing numbers between this screen and your WIP analysis report.

Labor: Total of unbilled labor gross.
Inside costs: Total of unbilled misc costs and expense reports gross.
Outside production costs: Total of unbilled vouchers net.
Outside media costs: Total of unbilled media vouchers net.
Total WIP: Calculation of labor + inside costs + outside production costs + outside media costs.
Currency: If using multi-currency, this will appear.

Actual

This section displays figures based on posted transactions only. This area will include journal entries entered against the project. These will not be reflected in the Project budget screen.

Revenue: Sums all posted GL transactions related to "Revenue" GL account types for the project (invoices, receipts, WIP posting and journal entries).
Outside costs: Sums all posted transactions related to "COGS" GL account types for this project.
AGI: Is the "agency gross income" and its calculation is based on the following = "revenue - outside costs".
Direct expenses: Sums all posted transactions related to "expense" GL account types for the project.
Inside expense cost: Sums misc cost (net) and approved expense reports that have not been converted to a voucher for the project.
Inside labor cost: Sums all approved time entries. Calculation: (# of hours)(hourly cost from employee record).
Operating profit: Calculation = AGI - (direct expenses + inside expense cost + inside labor cost).
Other income: Sums all transactions posted to the other income account for the project.
Other expenses: Sums all transactions posted to the other expense account for the project.
Overhead allocation: Looks at the system's entire lifetime to calculate this project's overhead allocation. It would be the same as running the project profit & loss with a date range of all.
Net profit: Calculation =operating profit + other income - other expense.
NOTE: The following calculation settings will depend upon the selection made under Options: Realized rate method.
Realized average hourly rate: Calculation is determined by the source setting in the options, Labor Billed, Total Bill, and Labor Income GL Accounts.
Realized average hourly cost: Calculation: total labor net / total actual hours.
Realized average hourly margin: Calculation: realized average hourly rate - realized average hourly cost.
Currency: If using multi-currency, this will appear.

Write off

This area shows a summary of transactions that have been marked as Write off on the project. All figures are based on billable/gross amounts.

%: The % displayed for each section is based upon the total write-off amount on the project: calculation = section write-off total / total write-off amount.

Total labor at written off at gross: Sum of all labor marked as write-off on the project.
Total outside costs written off at gross: Sum of all vendor invoices marked as write-off on the project.
Total inside costs written off at gross: Sum of all gross expense report & misc. Cost transactions marked as write-off on the project.
NOTE: Expense reports that have been converted to vouchers for reimbursement will be seen in outside costs.
Total write off amount: Equals total labor written off at gross + total outside costs written off at gross + total inside costs written off at gross.
Currency: If using multi-currency, this will appear.

Project Details Widget

Project Details

This widget displays the main details of the project, such as the project name and current status.

This can also include the name and links to a Campaign and Slack Channel.

The Next Steps, Status Norte, and Client Notes are also displayed here.

Project Spec Sheets Widget

Spec sheets

This widget shows the spec sheets that are entered on the project for quick access.

For more info, refer to the Define spec sheets [in-depth guide].

Project Deliverables Widget

Deliverables

This widget shows the most recent deliverables for the project and their current round/approval status.

For more info, refer to the Deliverables overview [in-depth guide].

You can add a new deliverable, open an existing deliverable, or open the latest review round.

Project Recent Conversations Widget

Recent Conversations

Shows the most recently added or replied to conversation response at the top.
For more info, refer to the Conversations overview [in-depth guide].

To start a new conversation, hover over the header bar and click the blue + sign.

Project Custom Fields Widget

Custom Fields

This widget displays the populated custom fields on the project.

For more info, please refer to the Custom fields overview [in-depth guide].

To access the custom fields for editing, click the Edit icon when you hover over the header bar. You must have the security right to edit project custom fields to access.

Project Team Widget

Team

This widget shows you a list of the team members, comprised of Contacts and Staff, on the project, and their contact info.

To access the Project Team from here, hover over the header bar and click on the Edit icon.

Project Change Requests Widget

Change Requests

This widget shows the Change Requests forms for the project.

To start a new Change Request, hover over the header bar and click the blue + Sign.

Project Contact Info Widget

Contact Info

This widget displays the Client and Contact for the project.

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