Executive Overview Dashboard

Title: <enter a meaningful title>

Search or browse for the reports you want to add to the dashboard, then either drag and drop into the Preview area, or select and click the Add button. Once they appear in the Preview pane, click and drag to rearrange or hover and click a bottom corner to resize.

For the specific Content reports listed below, ideally you will be able to identify corresponding fields to match the spirit of each report visualization you want to include on your own dashboard. If you do not have one or more fields, you can add them to your relevant entity details (standard fields, user defined fields, or calculated fields) and bulk edit or data import to provide field values as appropriate.

Content report - Project Request Assessment (Bubble)

This is the Intake Request Risk vs. Value report recipe.

Content report - Requests by Gate (Donut)

This is similar to the Project Logs donut report recipe, except for:

• General - choose Topic 'Request'

• Data - choose

  • Group By: Request > Current Gate

  • Values: Request > Count

• Variable Settings - choose Organization (if anything)

Content report - Projects by Strategy (Pie: Basic)

This is similar to the Allocated Cost by Role report recipe, except for:

• General - choose Topic 'Project'

• Data - choose

  • Group By: Strategy (or other field representing strategic or business objective)

  • Values: Count

Content report - Portfolio Health Status (Pie: Basic)

This is similar to the Allocated Cost by Role report recipe, except for:

• General - choose Topic 'Project'

• Data - choose

  • Group By: Overall RAG (or other field representing project health)

  • Values: Count

Content report - Financial Spend by Strategy (Spiderweb)

This is similar to the Project Financials by Business Objective report recipe, except for:

• Data - choose

  • Group By: Strategy (or other field representing strategic or business objective)

  • Values: Actual Cost (or other field representing total cost or spend)

Content report - Portfolio Financial Analysis (Column: Basic)

This is similar to the Planned versus Actuals report recipe, except for:

• General - choose Topic 'Portfolio'
• Data - choose
  • Left Axis:
    • Budget Cost (or relevant Cost user defined or calculated field)
    • Components Budget Cost (or relevant Forecast Costs user defined or calculated field)
    • Components Budget Cost Variance (or relevant Cost Variance user defined or calculated field)
    • Components Budget Revenue (or relevant Revenue user defined or calculated field)

To change the data field labels, for example from "Budget Cost" to "Budget", within the Left Axis area title select the edit icon for "Show Field Options" and in the resulting "Field Options" modal, edit the field "Display Name".

Content report - Projects Across Portfolios (List: Basic)

Provide a Container Title if you'd like specific text to appear on the dashboard title bar.

Select to Show run/published as and date information at bottom to help users understand who the dashboard is viewed as and at what time. This is particularly helpful for published dashboards that are initially run as the dashboard publisher at an earlier day/time.

To adjust any dashboard report's headings or variable settings (such as filters) without impacting the original report, within the Preview area select the actions menu in the upper right corner of the report:

Scope: Organization

If you want to allow the user to change to a different Scope when viewing, select the checkbox for Allow changing scope When viewing.

Selecting the 'Organization' Scope will cause this dashboard to be available on the Organization dashboard grid so it can be run from there. Select other entity grids you'd like this dashboard to be available from as well.

If you would like this dashboard to be available for selection from users' Home/Overview section, select Home Overview.