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.
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a.  Dashboard Settings: Click this settings icon to change which dashboard panels are displayed, add new panels, edit panel titles, and change how data about SmartTasks is visually communicated.
b. Dashboard Panel Title: This text details what can be found in each panel of the dashboard. Text can be edited via the Dashboard Settings.
c. 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.
d. Project Summary Panel – Smart Task Completion: This graphic indicates the percentage of SmartTasks that are marked as complete within the project. In this example, 26% of SmartTasks are marked as complete.
e. Project Summary Panel – Smart Task Stats: These statistics correlate to SmartTasks within the project. In this example, 12 of 45 SmartTasks are complete, 16 are late and one is blocked.
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 Smart Task that is currently underway in the project, in addition to the preceding and following Smart Tasks.
h. SmartTask Counter: This number indicates the number of Smart Tasks listed in this panel. In this example, there are 16 overdue Smart Tasks.
i. At-a-Glance Icons:
PortfolioThumbnail7.1.png SmartTasks Complete: Displays the number of completed SmartTasks out of the total number of SmartTasks found in the project.
PortfolioThumbnail7.2.png Overdue SmartTasks: Displays the total number of overdue SmartTasks in the project.
PortfolioThumbnail7.3.png Blocked SmartTasks: Displays a count of SmartTasks that are “blocked,” indicating that they require some sort of intervention for work to proceed.
PortfolioThumbnail7.png SmartTask Priority: This icon displays the priority associated with this project (Low, Normal, High, or Critical).
j. Additional Listings: In instances where the number of Smart Tasks relevant to a dashboard panel exceeds the space allotted, the (…more) link appears. Click on the (…more) link to expand the panel and view all entries.
k. 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 Smart 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.
  1. Changing Dashboard Settings:
    a.  Click the Edit Dashboard icon in the upper left of the Project Dashboard view. 
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    b. The Edit Dashboard Screen opens. Click the Edit Panels icon to open the Panel Editor.
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    c. The Dashboard Panel Editor opens. Toggle the Visibility icons to the left of the dashboard panel title to control whether the panel displays in the dashboard or not.
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    d. Click the Edit Panel button to modify the dashboard panel. The Edit Panel Details window opens.
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    i.  Visibility Icon: Toggle this icon to determine whether or not the panel appears in the dashboard. This example shows a visible panel.
    ii.  Panel Title: Modify the panel’s title if desired.
    iii.  Date Range: For panels involving a time window, the number of days displayed can be modified here. In this example, we are looking at Smart Tasks changed in the last five days.
    iv. Panel Description: Modify the panel’s description if desired. This description does not appear in the dashboard.
    v. Panel Content – Data Grid: This display option presents SmartTasks as a list.
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    vi. Panel Content – Chart: This option provides several chart types for displaying data regarding Smart Tasks in this project.
    vii. Panel Content – Chart Type: Below are the available options for charts in the Project Dashboard
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    Vertical Bar Chart
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    mceclip13.pngHorizontal Bar Chart mceclip8.png
    mceclip14.pngPie Chart mceclip9.png
    mceclip15.pngDoughnut Chart mceclip10.png
    mceclip16.pngLine Graph mceclip11.png
    viii.  Panel Content – Chart Group: This setting determines the way that Smart Tasks are grouped in charts. In the examples below the number of Smart Tasks changed in the previous five days is displayed by user, by team, and by project phase.
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    ix. OK/Cancel: These buttons allow changes to be pushed to the dashboard panel or cancelled. NOTE: Clicking OK does not save these changes. Save will be prompted from the main Project Dashboard screen.
    x. Delete: Click the Delete icon to remove this panel from the dashboard. NOTE: Clicking the Delete icon does not save these changes. Save will be prompted from the main Project Dashboard screen.
    e. After the desired changes have been made to the dashboard panel, click OK to return to the Dashboard Panel Editor listing.
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    f. If there are additional edits needed for other panels, click into each panel and repeat the steps above. If all edits are complete, click the Back arrow in the upper left corner to return to the Project Dashboard view. The updated panel appears.
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    g. In the upper left corner, click Save to keep these modifications to the dashboard. Click Reset to undo changes and return the dashboard to its previous state.
  2. Expanding Dashboard Panels:
    a.  To maximize a dashboard panel click either on the arrows in the upper right of that panel, or on the (…more) at the bottom of a listing.
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    b. The panel will expand to fill the screen. To minimize, click the arrow in the upper right again.
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  3. Changing the Order of Dashboard Panels:
    a.  To rearrange the order in which dashboard panels appear, click the Edit Dashboard icon in the upper left of the Project Dashboard view.
    b. The Edit Dashboard screen appears. Click on the panel title bar for the panel that will be moved and hold down while dragging it to its new location.
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    c. Moovila will indicate the new placement of the panel with a green bar.
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    d. When the placement is correct, release the panel title bar and that panel will appear where the green line was previously.
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    e. In the upper right of the screen click Save to keep these changes, or click Cancel to return the project dashboard to its previous state.
  4. Adding a New Dashboard Panel:
    a.  Click on the Edit Dashboard icon in the upper left of the screen.
    b.  The Edit Dashboard Screen opens. Click the Edit Panels icon to add a panel.
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    c. The Dashboard Panel Editor opens.
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    d. Click + Add New Dashboard Panel at the bottom of the Dashboard Panel Editor. A new dashboard panel window opens.
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    c. Choose the panel type from the dropdown menu. This selects the data point from the project that will be featured in the dashboard panel.
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    d. Once a panel type has been selected, additional detail regarding the panel’s title and description will be pre-populated.
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    e. By default the panel content will display as a Data Grid (list) format. Make any changes to the panel’s settings if desired and then click OK. To learn more about modifying these settings, visit Changing Dashboard settings.
  5. Printing from the Dashboard:
    a.  Click the Additional Options (…) icon in the left navigation.
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    b. The Additional Options menu opens. Select Print.
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    c. A PDF report will automatically be generated and downloaded.
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    d. This report is identical to what is being displayed in the Moovila dashboard. Once in PDF format it can be shared or printed as needed.
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  6. Saving Images from the Dashboard:
    a.  Click the Additional Options (…) icon in the left navigation.
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    b. The Additional Options menu opens. Select Save to Image.
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    c. A .jpeg report will automatically be generated and downloaded.
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    d. This report is identical to what is being displayed in the Moovila dashboard. Once in .jpeg format it can be added to presentations.
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