Use Progress Dashboards

Use the Activity Dashboard dialog to get evaluations for the progress, planned costs, and resources, as well as actual data.

Ways to access

Options

Analyze filtered data

Apply a filter, to confine the data being analyzed

Calculate Progress by (Tools > Options > Progress)

The selected Progress Method defines how the project progress gets calculated. Possible values are: Schedule (Activity Duration), Effort of Labor resources, Activity cost , Part Progress Values

Select the value to be used for calculating the % progress of an Activity. This is always done on division of Part Progress Value on performed Activities / total progress weight.

Dashboard grid functions

The dashboard is a free definable rate system. Each cell of this great represents a value. This value can be a static text or a calculated value. This allows you to create your own dashboard setup.

Managing dashboards

Select a profile from the combo to change the content of the dashboard, create new dashboards, edit an existing, or delete the selected dashboard setup.

Dashboard setup

Click the edit button and the dialog Dashboard Setup Properties gets loaded.

Dashboard Export

 Click the icon to copy the dashboard into the clipboard.

Resource and Cost Summary

Resources

Within the table, either All resources are listed, or only those marked as 'Is labor'. The table is based on scope selected in the field Analyze.

Using the Activity Dashboard dialog, you will receive evaluations for the Progress, the planned Costs, and Resources as well as the Actual Data.

Dialog - Dashboard

Calculation Scope

Analyze filtered data:

Apply a filter, to confine the data being analyzed

Calculate Progress by (Dialog - Options - Progress)

The selected Progress Method defines how the project progress gets calculated. Possible values are: Schedule (Activity Duration), Effort of Labor resources, Activity cost , Part Progress Values

Select the value to be used for calculating the % progress of an Activity. This is always done on division of Part Progress Value on performed Activities / total progress weight.

Dashboard grid functions

The dashboard is a free definable rate system. Each cell of this great represents a value. This value can be a static text or a calculated value. This allows you to create your own dashboard setup.

Managing dashboards

Select a profile from the combo to change the content of the dashboard, create new dashboards, edit an existing or delete the selected dashboard setup.

Dashboard setup

click the edit button and the dialog Dashboard Setup Properties gets loaded.

Dashboard Export

 click the icon to copy the dashboard into the clipboard.

Resource and Cost Summary

Resources

Within the table, either All resources are listed, or only those marked as 'Is labor'. The table is based on scope selected in the field Analyze.

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Further information

Understand Progress

Understand Activity Filters