What are Dashboards in Projectal?

Modified on Tue, 09 Aug 2022 at 05:42 PM

Dashboards are used to help you keep track, analyze, and display data about every aspect of your your company so that you can gain deep insight into the performance of your company, your locations, your departments, your projects and your tasks. 


Dashboards in Projectal are fully dynamic and all data is displayed in real time.




Dashboard Types

There are two types of dashboard in Projectal:

  • Home Dashboard.  When a user logs into Projectal, the first screen they see is their home dashboard.  Each user has their own dashboard and they can configure it as they wish.  
  • Project Dashboards.  Each project that is added into Projectal has its own dashboard (or summary) and the dashboard can be configured to show key project metrics.


Dashboard Widgets

On each dashboard, there are a collection of widgets that the user has chosen to view.  


A widget is a container that holds data from Projectal.  Widgets can be resized and moved on your dashboard.


There are 4 types of widgets that users can display on their dashboards:

  • Standard widgets.  Standard widgets are are set of predefined widgets in Projectal that show key metrics for your company, departments, projects, skills, staff and tasks.
  • Project widgets. Project widgets are a dynamic list of widgets (one for each project in Projectal) and show key progress information about a project.
  • Launchpad widgets.  Launchpad widgets are custom widgets that you can edit to add your applications to launch when clicked.  For example, create a launchpad widget to start Zoom calls or to go to your Slack channel. 
  • Data View widgets. Data View widgets are fully dynamic and interactive widgets that show either any of the tabs from your data views - including Sheet tabular reports, Gantt charts, Staff usage charts, Kanban boards and visual Charts (or graphs) from your collection of data view reports.


Dashboard Views

You can create multiple views of a dashboard so that you can switch to different widgets depending on what data you wish to see.


Example: On a project dashboard, you may have one dashboard view called Schedule that shows data about tasks, staff allocations and any task alerts for the project you need to know about.  And, you may have another dashboard view called Financials that shows Budget vs. Actual, fixed costs, planned costs and actual costs for tasks in both tabular form and visual charts.




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