Managing a Project: Viewing the Project Dashboard

Moovila’s Project Dashboard view is highly customizable and allows the most critical data about projects to be viewed at a glance. Below is the standard dashboard layout with key features highlighted. All data associated with a project--tasks, time entries, etc. can be visualized in this dashboard.

a.

Dashboard Layout Toggle: Layouts are a way of organizing and grouping dashboard panels based on topic or business need. Use these arrows to toggle between these "pages" of the dashboard.

b. 

Dashboard Refresh + Edit: Click the refresh icon to refresh the data within the dashboard. Click the edit icon to change which dashboard panels are displayed, add new panels, edit panel titles, change how data about tasks is visually communicated, and add new dashboard layouts.

c.

Dashboard Panel Title: This text details what can be found in each panel of the dashboard. Text can be edited via the Dashboard Edit dialogue.

d.

Project Summary Panel – Task Completion: This graphic indicates the percentage of tasks that are marked as complete within the project. In this example, 88% of tasks are marked as complete.

e.

Project Summary Panel –  Task Stats: These statistics correlate to tasks within the project. In this example, 91 of 103 tasks are complete, one is late and one is blocked.

At-a-Glance Icons:

	Tasks Complete: Displays the number of completed tasks out of the total number of tasks found in the project.
	Overdue Tasks: Displays the total number of overdue tasks in the project.
	Blocked Tasks: Displays a count of tasks that are “blocked,” indicating that they require some sort of intervention for work to proceed.

f.

Project Summary Panel – Key Project Dates: Planned Start and Due dates are listed here as well as the Estimated Completion date that Moovila has calculated based on project progress and the Critical Path.

g.

Active Critical Path Panel: This panel displays the Critical Path task that is currently underway in the project, in addition to the preceding and following tasks.

h.

Task Counter: This number indicates the number of tasks listed in this panel. In this example, there is 1 overdue tasks.

i.

Task in Grid Format: In each of the panels tasks may be displayed in a grid or chart format. Click on any task to drill into details.

j.

Date Range: This number indicates the number of days for which the dashboard panel is pulling data. In this example the panel is returning all tasks that are due in the next five days. Clicking on this number activates the panel edit feature and allows the date range to be modified.

k.

More Options: Click on this icon to open the More Options dropdown menu. Click on the Display as Chart or Display as Data option change the format in which the data in this panel is displayed. Choose Export Panel Data to send data in this panel to an Excel document.

l.

Dashboard Panel Maximizer: Toggle this arrow icon to maximize a dashboard panel, increasing its size to fill the dashboard area. Click again to return it to its original size.