Data views are interactive reports that you can create, view and share in Projectal.  

You can search for and list data about any aspect about your company, locations, departments, projects, staff, resources and more.  This flexibility gives you enormous power to visualize how your company is tracking from any angle.

Example 1: Create a data view that lists all tasks currently in progress across your company. 

Example 2: Create a data view that lists the current staff count across your various office locations or across all your departments. 

Example 3: Create a data view that lists all the key financials of the current projects and upcoming projects that your company is undertaking. 

You can create as many data views as you like.

You can place your data views into folders so that they are organized and easily found.

You can share your data views with other users so they can generate interactive reports.

You can export your data views as Excel spreadsheets so you can use them in other applications or reports.

A data view can display multiple tabs:

• Sheet tab
• Gantt tab
• Staff Usage tab
• Kanban tab
• Chart tabs

Sheet Tab

All data views have a Sheet tab.  This is a spreadsheet table that lists all the data points that you have specified that you want to see in your interactive report. View data for today, or for a day in the past (e.g. two months ago) or view a time-series report to understand historical trends.

Gantt Tab

If your data view lists information about tasks, then your data view can also automatically have a Gantt tab as well.  The Gantt tab lists all the tasks in your data view and their timeline so you can better visualize how the tasks span and interact together.

Staff Usage Tab

If your data view lists information about tasks or staff, then your data view can also automatically have a Staff Usage tab as well.  The Staff Usage tab lists all staff in your data view and how they are assigned to projects and tasks over a time period.  This lets you see crew assignments, staff allocations unders and overs, head count (FTE) and more.

Kanban Board Tab

If your data view lists information about tasks, then your data view can also automatically have a Kanban Board tab as well.  The Kanban Board tab lists all the tasks in your data view as cards in columns represented their scurrent stage (or status).  This lets you conduct a more visual, agile, team based approach to completing your tasks.

Charts

If your data view contains numeric or financial data, then you can create any number of charts in your data view to get better visualize representations of the data.

Filters

You can filter your data views on any data in Projectal.  This allows you to concentrate just on the data you want to see.  Projectal includes a Visual Query Builder that lets you create simple or complex filters to get the data that you want to see. 

Example 1: Filter you data view to just list staff in the Vancouver office.

Example 2: Filter you data view to just tasks that are in progress and require certain skills.

Example 3: Filter you data view to just list projects that have been completed for a particular customer.