119 lines
6.3 KiB
Markdown
119 lines
6.3 KiB
Markdown
# Project dashboard
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The project dashboard allows you to get a comprehensive overview of your project's status. It
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displays information such as the total number of tasks, timesheets, and planned hours linked to the
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project, as well as detailed information about project milestones and its costs and revenues. Within
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the project dashboard, you can create {guilabel}`Project updates`, which allow you to take a
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snapshot of the project's status at a certain point in time. As such, it is a crucial tool for
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effective project management and ensuring that your project stays on track.
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## Using the project dashboard
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To access the project dashboard, open the **Project** app and hover over the desired project’s
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card. Then, click the {icon}`fa-vertical-ellipsis` ({guilabel}`vertical ellipsis`) icon and
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select {guilabel}`Dashboard`. Alternatively, you can access the project dashboard from the project’s
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{ref}`top bar <project/project-management/top-bar>`.
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The left side of the dashboard displays a list of existing {ref}`project updates <project/project-dashboard/updates>`,
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and the right side provides {ref}`detailed information about records linked to the project
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<project/project-dashboard/smart-buttons>`, as well as {ref}`milestones <project/project-dashboard/milestones>`,
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{ref}`profitability <project/project-dashboard/profitability>`, and {ref}`budgets
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<project/project-dashboard/budgets>`.
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:::{note}
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The information displayed on the project dashboard varies depending on the applications installed
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on your database. For example, you will not see information about **Timesheets**, **Planning**,
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or **Purchase Orders** if the corresponding applications are not installed.
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:::
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(project-project-dashboard-smart-buttons)=
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### Totals smart buttons
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The following smart buttons are displayed on the top right of the project dashboard:
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> - {guilabel}`Tasks`: the number of completed (i.e., {guilabel}`Done` or {guilabel}`Canceled`
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> {ref}`tasks <project/tasks/task_stages_statuses/statuses>`) and all tasks, in format
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> completed/all, as well as the entire project's completion percentage estimation.
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> - {guilabel}`Timesheets`: the number of hours or days (depending on the **Timesheets** app
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> configuration) allocated in the project’s **settings**. This includes all
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> {doc}`timesheets <../timesheets>`, whether or not they have been validated.
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> - {guilabel}`Planned`: the number of hours that have been planned for shifts in the **Planning**
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> app. This includes all {doc}`planned shifts <../planning>`, including past shifts and shifts that
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> have not yet been published.
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> - {guilabel}`Documents`: number of {doc}`documents <../../productivity/documents>` in the
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> project’s workspace.
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> - {guilabel}`Burndown Chart`: click the smart button to access a {doc}`report </applications/essentials/reporting>`
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> on the status of the project’s tasks over time.
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> - {guilabel}`Timesheets and Planning`: click the smart button to access a {doc}`report </applications/essentials/reporting>`
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> on the project’s timesheets and shifts. This allows you to easily compare planned and effective
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> hours of work on the project.
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> - **Additional fields**, such as {guilabel}`Sales Orders`, {guilabel}`Sales Order Items`,
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> {guilabel}`Purchase Orders`, and more, represent the number of records linked to the project.
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:::{tip}
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Use the project dashboard smart buttons to update the project records easily. Click
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{guilabel}`Timesheets` to validate timesheets, {guilabel}`Planned` to create project planning,
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{guilabel}`Documents` to view and validate documents, etc.
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:::
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(project-project-dashboard-milestones)=
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### Milestones
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This section is only visible if {doc}`milestones </applications/sales/sales/invoicing/milestone>`
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have been enabled in the Project’s app settings. Click {guilabel}`Add Milestone` to create a new
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milestone. Click a milestone in the checklist to edit it, enable its checkbox to mark it as
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completed, or click the {icon}`fa-trash` ({guilabel}`trash`) icon to remove it.
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The milestones are displayed in red if they’re past their deadline, or in green if they are ready to
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be marked as reached (i.e. tasks linked to the milestone that have been marked with {guilabel}`done`
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or {guilabel}`canceled` {ref}`status <project/tasks/task_stages_statuses/statuses>`).
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(project-project-dashboard-profitability)=
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### Profitability
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This section provides a breakdown of project costs and revenues, which are impacted by all records
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linked to the project and its {doc}`Analytic account </applications/finance/accounting/reporting/analytic_accounting>`.
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:::{note}
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The profitability report is only displayed for billable projects.
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:::
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(project-project-dashboard-budgets)=
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### Budgets
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If a budget has been set for the project, its status and related details are displayed in this
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section. Click {guilabel}`Add Budget` to create a new budget for the project.
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:::{note}
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{doc}`Budgets </applications/finance/accounting/reporting/budget>` must be enabled in your
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database’s **Accounting** application in order for this section to be displayed.
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:::
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(project-project-dashboard-updates)=
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## Project updates
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Project updates allow you to take a snapshot of the project’s overall status at a given point in
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time, for example, during a periodic (weekly, bi-weekly, or monthly) review. This allows you to
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compare specific data points, note any aspects of the project that need improvement, and estimate
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if the project is on or off track.
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To create a new project update, go to the project dashboard, click {guilabel}`New`, and fill in the
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following fields:
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> - {guilabel}`Status`: Choose between {guilabel}`On Track`, {guilabel}`At Risk`, {guilabel}`Off
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> Track`, {guilabel}`On Hold`, and {guilabel}`Done`. Once the status is set, a color-coded dot is
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> displayed on the project’s Kanban card, allowing the project manager to easily identify which
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> projects need attention.
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> - {guilabel}`Progress`: Manually input the completion percentage based on the project's progress.
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> - {guilabel}`Date` and {guilabel}`Author`: These fields are automatically filled in with
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> appropriate information based on the user who created the update and the current date.
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> - {guilabel}`Description`: Use this rich-text field to gather notes. Depending on the project
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> configuration (e.g., if the project is billable), this field may be pre-filled with current
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> information on aspects such as profitability, budget, milestones, etc.
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