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Planview Customer Success Center

Project Status Dashboard

This dashboard provides a consolidated view of a project's important details, overall status and health, key milestones, issues and risks, costs, and the project plan so that progress can be monitored and adjustments made when needed to ensure on-time and on-budget delivery. The reports on the dashboard below are a sample of ways to achieve these goals. You'll want to identify the most important information and metrics for your project managers, stakeholders and other decision-makers, then build reports and configure a dashboard to highlight that data.

Project Status Dashboard.png

 

Design View Selection Comments
General

Title: <enter a meaningful title>

 

 

Content (general)

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 Details (List: Basic)

Project details.png

This is similar to the Portfolio Project Status report recipe, except for:

  • General - choose Topic 'Project'
  • Data - choose whatever project fields are important, such as Title, Owner/Project Manager, Businsess Sponsor, Overall Health/RAG, Status, Phase, Start Date, Target Date, % Complete

  • Variable Settings - choose Scope 'Project'

 

Content report - Project Key Info (List: Basic)

Key Info.png

Each of these four reports are simply List: Basic reports with one field shown (Description, Objective, Key Accomplishments, and Next Steps). You can reference the Portfolio Project Status report recipe, except for:
  • General - choose Topic 'Project'
  • Data - choose one text field for which you want to show data

  • Variable Settings - choose Scope 'Project'

 

Content report - Milestones (List: Basic)

Milestones.png

This is similar to the Portfolio Project Status report recipe, except for:

  • General - choose Topic 'Task'
  • Data - choose whatever task milestone fields are important, such as Title, Status, Owner, Start Date, Associated Forecasts, and Overall RAG

  • Variable Settings - choose

    • Scope: Project

    • Filters: Task: Milestone is Yes

To change the data field labels, for example from "Start Date" to "Date", 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".

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Screen Shot 2021-02-12 at 4.49.12 PM.png

Content report - Project Costs (Column: Basic)

Project Costs.png

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

  • Data - choose
    • Left Axis:
      • Budget Cost
      • Labor Cost
      • Other Costs (or other user defined or calculated project financial field(s) that captures other cost information)
  • Variable Settings - choose Scope 'Project'

 

 

 

Content report - Capex vs. Opex (Column: Basic)

Capex and Opex.png

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

  • Data - choose
    • Left Axis - choose fields to represent capitalized forecasts, capitalized actuals, non-capitalized forecasts, and non-capitalized actuals; you might need to have user defined or calculated fields for these
  • Variable Settings - choose Scope 'Project'

See Calculated Fields Cookbook recipe #27 Simple Financial Entry Capitalized/Non-Capitalized Forecasts/Actuals, for examples of how to create calculated fields using financial entry forecasts and actuals.

 

Content report - Issues/Risks (List: Basic)

Issues and Risks.png

This is similar to the Portfolio Project Status report recipe, except for:

  • General - choose Topic 'Project Log' (or however you refer the entity where you are tracking issues and risks)
  • Data - choose whatever project log fields are important, such as Title, Priority, Category, Status, Description

  • Variable Settings - choose

    • Scope: Project

    • Filters: if you have project log categories that are not issues and risks, include a filter to ensure only issues and risks show up in the list

 

Content report - Project Plan (Gantt)

Project plan.png

This is the same as the Portfolio Roadmap report recipe, except that the Scope is set to Project and you can vary what List Fields you would like to show (such as Title, Start Date, Target Date, Status, % Complete).

 

 
Display and Preview

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:

actions.png

Scope

Scope: Project

 

Selecting the 'Project' Scope will cause this dashboard to be available on the Project dashboard grids so it can be run from there.

If you would like this dashboard to be available for selection from a Project's Overview section, select Project Overview