Dashboard Widgets

Available Widgets
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Widget Colors

Available Widgets

Includes pre-built and custom widgets based on project attributes.  Unless indicated otherwise, widgets are subject to the view's project universe.  For example, if the view filter is "Client ABC", the widget will exclude all projects except those assigned to Client ABC.



Project Status

Displays the distribution of project statuses. 

Options
  • Chart type: pie or donut
  • Measurement (% or #)
  • Show labels on chart
  • Some or all project statuses
  • Color scheme



Project Health

Displays the distribution of project health categories. 

Options
  • Chart type: pie or donut
  • Measurement (% or #)
  • Show labels on chart
  • Some or all project health categories
  • Color scheme



Custom Project Attribute - Number

Options
  • Widget title
  • Average, sum or count*
  • Color scheme
*Calculation ignores projects with no entered number



Custom Project Attribute - Currency


Options
  • Widget title
  • Average, sum or count*
  • Color scheme
*Calculation ignores projects with no entered currency value



Custom Project Attribute - Percent*


Options
  • Widget title
  • Color scheme
*Calculation ignores projects with no entered percentage value



Custom Project Attribute - Selection

Displays the distribution of the selection type.  Note, selection type attributes (think drop-down menus) optionally support multiple values for a single project.  For example, a project may be assigned to both N. America and Europe.

Options
  • Chart type: pie or donut
  • Measurement (% or #)
  • Show labels on chart
  • Some or all selection type values
  • Color scheme



Role Utilization
Identifies excess capacity for a given role, for a given week.  Excess capacity is represented by the "exploded" chart segment.  Important:
  • Limited to primary role assignments only
  • Not constrained by, or subject to, a view's project universe because it would be misleading.  Project assignments not in the view's project universe are displayed as "Other".
Options
  • Chart type: pie or donut
  • Measurement (% or hours)
  • Show labels on chart
  • Weekly timeframe
  • Color scheme



Resource Utilization

Identifies excess capacity for a given resource, for a given week.  Excess capacity is represented by the "exploded" chart segment.  Important:
  • Limited to primary role assignments only
  • Not constrained by, or subject to, a view's project universe because it would be misleading.  Project assignments not in the view's project universe are displayed as "Other".
Options
  • Chart type: pie or donut
  • Measurement (% or hours)
  • Show labels on chart
  • Weekly timeframe
  • Color scheme




Role Availability

Summarizes workload and tasks for a given role, for a given week (top).  Additionally, clicking chart segment displays the specific work items active for the selected day (bottom).  Important:
  • Includes all primary role and non-primary role assignments
  • Not constrained by, or subject to, a view's project universe because it would be misleading.  Project assignments not in the view's project universe are displayed as "Other".
Options
  • Weekly timeframe
  • Measurement (% or hours)
  • Color scheme




Resource Availability
Summarizes workload and tasks for a given resource, for a given week (top).  Additionally, clicking chart segment displays the specific work items active for the selected day (bottom).  Important:
  • Includes all primary role and non-primary role assignments
  • Not constrained by, or subject to, a view's project universe because it would be misleading.  Project assignments not in the view's project universe are displayed as "Other"
Options
  • Weekly timeframe
  • Measurement (% or hours)
  • Color scheme



Logged Time

Rolling 4- weeks of logged time for individual resource (including the current workweek).

Options
  • Color scheme



Free Text

Rich text editor for providing "color commentary".

Options
  • Bold, italics, lists, links, text size, images & tables
  • Available in 3 different sizes: 1x1, 1x2, and 2x2
  • Color scheme



Completed Items

Completed projects (i.e. closed), milestones and to-dos for the selected time frame.

Options
  • Timeframes: This Week, Yesterday, Last Week, This Month, Last Month, This Year, Last Year, and Custom date range
  • Color scheme



Due This Week

Projects, milestones, or to-dos due for a given week.  Past due items are included but displayed separately.

Options
  • Weekly timeframe
  • Color scheme



Calendar

Displays projects, milestones, and to-dos for a given week in the context of a calendar.  Mouse-over items to display project name.

Options
  • Weekly timeframe
  • Color scheme



Schedule Accuracy

Average schedule accuracy of all projects with Schedule Audit enabled.  Pro plans only.

Options
  • Color scheme
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Add Widgets

Click the "plus" to expand the fly-out widget selection tray.

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Move Widgets

Click and hold the header or title area widget and then move to desired location.

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Delete Widgets


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Widget Colors

Select from a set of pre-built color palettes for each widget. Adjust the view's anchor widget colors -- located in upper-left corner of every view -- to align with your logo's color palette.


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