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The Project Summary dashboards gives a complete visibility on all active/closed projects, which ones are on track in terms of delivery time and budget hours, and the total Cost Performance Index (CPI).
They can also monitor project count per status, customer, and project manager. Users can deep dive on specific projects or customers and see more details that affect the project completion.
Table of Contents
List of Dashboards
Dashboard Name | Description |
---|---|
Project Summary - Summary | This dashboard provides an overview of all projects so that stakeholders can easily monitor their progress and provide timely support. It shows the Cost Performance Index (CPI), % of on track in terms of delivery date and budget hours, and breakdown of projects per status, customer, manager. |
Project Summary - Project Details | The table in this dashboard allows users to deep dive on specific projects or customers and see more details that affect the project completion such as % Budget Remaining, Start Date, and Scheduled Date. |
Terms and Calculations
Terms | Definition/Calculation |
---|---|
Cost Performance Index (CPI) | Ratio of budgeted labor and actual labor put in a project. This helps measure the project's effectiveness and efficiency of a project. |
% On Track Delivery Date | % of projects that are not beyond the scheduled completion date |
% On Track Budget Hours | % of projects with actual labor hours not exceeding the budget hours |
Budget % Remaining | (Budget Hours - Actual Labor Hours) / Budget Hours |
Timeline % Elapsed | % of the project duration, which is computed as scheduled completion date - scheduled start date, that has elapsed |
Last Activity | Date of last time entry for a project |
Agreement Attached | Count of unique agreements tagged to the project |
Actual Start | Date of first time entry for a project |
Actual End | Date of project closing |
Days Past Schedule End | (If project is open) Number of days after scheduled completion date |
Project Summary - Summary
This dashboard provides an overview of all projects so that stakeholders can easily monitor their progress and provide timely support. It shows the Cost Performance Index (CPI), % of on track in terms of delivery date and budget hours, and breakdown of projects per status, customer, manager.
Available slicers are: Status, Project Manager, and Project Type
Project Summary - Project Details
The table in this dashboard allows users to deep dive on specific projects or customers and see more details that affect the project completion such as % Budget Remaining, Start Date, and Scheduled Date.
Available slicers are: Status, Project Manager, and Project Type