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Project & Project Related Entity Dashboards

This article provides detailed explanations of all the other project dashboards available in PPO:

These dashboards provide real-time project progress, which will assist project managers and project stakeholders to make informed business decisions. Next we will discuss each of the dashboards in detail.

Project Manager Dashboard

The purpose of the dashboard is to provide a one page view, on the project progress of the entire project as well as the progress of the project related items. The dashboard would typically be used by the project manager, during their progress meetings, to report back to stakeholders and the project team. The dashboard shows a project list parameter, which means the dashboard can only be pulled for one project at a time.

All the sections, except the Project Cost section, have drill-through capability to detailed information, to streamline the reporting for real-time information.

The sections discussed next are part of the project manager dashboard available in PPO.

Project Information, Project Stakeholders, Objectives & Deliverables and Project Benefits

This section shows basic project information that has been captured.

Project_Manager_Dashboard_-_Section_1.jpg

Health Indicators

The Health Indicators section shows the current status / last update of each of the default health indicators on the project.  The default health indicators that appear on the project manager dashboard are specified in the System Configuration. For more information on setting this up access the following knowledge base article.

Health_Indicators.jpgProject Comments

The Project Comments section shows all the latest comments of which the comment type is Dashboard Comment on the project. Please note that if a comment is updated on the project and the “Dashboard Comment” type is not selected it will NOT appear on the project manager dashboard and just remain as a general comment on the project. The comment will however still appear on the comment reports available in PPO. The default comment categories that appear on the project manager dashboard are specified in the System Configuration. For more information on setting this up access the following knowledge base article.

Comments.png

Project Tasks

The Project Tasks section only shows the Tasks that appear within the task relevance period, as specified in the System Configuration. In simple terms it shows the tasks that have already happened and are closed, and tasks happening in the next month of today’s date.

For more information on how the task relevance period is applied to the Project Manager Dashboard, access the following FAQ.

Project_Tasks.jpg

The next sections indicate the project cost, project benefits, major project risks, project issues and scope changes. They all represent an account of the current status of those entities on the project. Please note that the only risks that will appear on the project manager dashboard are “red” and “amber” risks. 

Parent Project Dashboard

The purpose of the dashboard is to see a summarised version of the

The dashboard shows a project filter combo of all the projects on the project list that are flagged as parent projects. The dashboard displays the parent project, as well as all the sub-projects that are linked to the parent project, all on one dashboard.

When projects are added the “Parent Project” field needs to be selected, if the applicable project is a sub-project of a parent project. To indicate whether a project is a parent project, they need to be linked to themselves.

Project_Classification.jpg

The dashboard shows similar sections as the project manager dashboard discussed earlier, and listing each of the sub-projects separately.

Parent_Project_Dashboard.jpg

Risks Dashboard

The purpose of the dashboard is to provide the project managers with a visual presentation of the status of the risks across their projects on PPO. The dashboard can be grouped by various fields on the project as well as risk entity. Based on the group by field selected, the graphs displayed will adjust accordingly. The graphs by default show a risk count, as well as the status of the risk indicators on the projects on PPO.

Risks_Dashboard.jpg

Issues Dashboard

The purpose of the dashboard is to provide the project managers with a visual presentation of the status of the issues across their projects on PPO. The dashboard can be grouped by various fields on the project as well as issue entity. Based on the group by field selected, the graphs displayed will adjust accordingly. The graphs by default show an issue count by status as well as an issue count by priority, on the projects on PPO.

Issues_Dashboard.jpg

Customer Dashboard

The dashboard is aimed at providing the project customer with an understanding of the status of the milestones on the project. It can only be pulled for one project at a time. It shows each milestone on the project planned for the next six (6) months, as well as milestones that are overdue / outstanding. A milestone is overdue / outstanding when the planned end date on the milestone has passed and the milestone is still not 100% complete. Each block shows the milestone name and planned end date.

The following colour coding applies to the milestones:

  • Green- indicates that a milestone has already been reached, which means that the actual progress of that milestone is 100%.
  • Blue- indicates that the work needed to reach the milestone has already started but isn’t finished yet, in other words, the milestone is in progress.
  • White- indicates that no work has been performed in order to reach this milestone. It might be that the date of the milestone is still way in the future.

Customer_Dashboard.jpg

Have a question?
If you need any assistance with the understanding and implementation of the dashboards, please feel free to log a support call, and the PPO Support team will gladly assist you.

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