The Project Dashboard is available for Premium organizations and is only visible to project managers, workspace administrators and organization administrators. If you need help with understanding user access rights, please click here

Access the Project Dashboard from the Project Edit page. If you have the appropriate access rights you should see three tabs on the Project Edit page, one of which will be the Dashboard tab.

Project Dashboard

To use the full potential of the Project Dashboard it's best to set up a Project Time Estimate; manual, or task-based and/or Fixed fee.

We have two options for the Forecasting chart: Time tracking or Billing amounts. You can toggle between the two from the top right corner.

Time Tracking Chart

The Time Tracking chart will show a forecast for project completion based on the project estimate and the hours that have been clocked for that project so far.

Time Tracking Chart Project Dashboard

The Time Tracking chart will display 4 different colored lines:

  • Total time tracked (solid green): shows time tracked thus far for the project you are viewing

  • Time estimate line (purple, dashed): shows the project time estimate

  • Period end date (solid purple): represents a predicted project completion date at

    the point where total forecasted hours meet the project time estimate.

  • Trendline (gray): shows a prediction of hours tracked in the future based on historical time tracking data for the project you are viewing

Billing Amounts Chart

The Billing Amounts chart shows the progress against the Fixed fee amount set for the project.

Billing Amounts Chart  Project Dashboard

The Billing Amounts chart will display 5 different colored lines:

  • Billable amount (solid green): Total billable amount tracked so far for this project. This is calculated as follows: billable rate for the time entry x billable tracked hours of this project.

  • Cost amount (light green filled area): Total cost amount tracked so far for this project. This is calculated as follows: cost rate for the time entry x all tracked hours of this project.

  • Project Fixed Fee (purple, dashed): The Project Fixed fee set for this Project.

  • Period end date (solid purple): represents a predicted project completion date at the point where the total billable amount meets the project fixed fee.

  • Trendline (gray): shows a prediction of billable amounts tracked in the future based on historical time tracking data for the project you are viewing

Just below these forecasting charts, you will see a bar chart and a pie chart representation of current data containing total clocked hours, billable hours, and remaining hours (based on the project estimate).

Clocked Hours

Hovering your mouse over a bar in the bar chart or over the pie chart will show additional info for that specific section. The same applies for the other charts, you can hover your mouse over any point in time within the chart over the lines and get additional data: 

Project Forecast

Notes:

  • Recurring Projects will show a date selector at the top which will allow you to filter through recurring periods on the Dashboard.

  • Billable and cost rates can be set at different levels, so we will use the most granular rate when using it for calculations.

Need further help with the Project Dashboard? Feel free to contact our support team!

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