How do I Customize Widgets in the PPM Cockpit in Profit.co?

Category: PPM

The PPM Cockpit in Profit.co allows project managers and portfolio owners to customize and monitor performance metrics across multiple projects from a single, centralized dashboard. This feature provides comprehensive visibility into progress, resource utilization, financial health, and risks, helping leaders make informed, data-driven decisions.

What is the purpose of PPM Cockpit customization?

The PPM Cockpit streamlines project tracking and portfolio management by enabling users to tailor widgets according to their organization’s execution metrics.

By customizing widgets, users can:

  • Gain real-time visibility into project and portfolio performance.
  • Track key indicators such as budget utilization, task progress, and risk exposure.
  • Make informed decisions aligned with overall business goals.

What are the key capabilities of PPM Cockpit customization?

  • Personalized dashboard setup based on portfolio, project, or subfolder.
  • Ability to add, remove, and rearrange widgets to reflect relevant KPIs.
  • Categorization of widgets by purpose  Project Insights, Task Insights, Resource Management, and Custom Insights.
  • Flexible visibility settings (Public, Private, Access List).
  • Support for interactive layout adjustments such as resizing and repositioning widgets.

How do I customize the PPM Cockpit in Profit.co?

Follow these steps to customize widgets in your Portfolios and Projects Cockpit.

Step 1

  • Navigate to the Cockpit
  • Go to Portfolios and Projects → Cockpit → Customize.

Step 2

You can create folders and subfolders in the PPM Cockpit to organize and manage dashboards effectively.

To create a new folder:

  • Click the ‘+’ icon beside the folder list. A new folder will be created in the Cockpit.
  • Once a new folder is created, an untitled Subfolder will automatically appear beneath it.
  • Click the More (⋮) option next to the subfolder name to Edit or Delete it as needed.

Widget_customization

Step 3

In the Customize Subfolder window, review all available widgets categorized under:

  • Project Insights
  • Task Insights
  • Resource Management
  • Custom Insights

Click Add Custom Widget to create a personalized chart or metric.

Use the Remove button to hide any widgets that are not relevant.

Step 4

  • Use filters such as Phase and Relevance to narrow results.
  • Use the Search Bar to locate a specific widget quickly.
  • Once you’ve finalized your selection, click Update to apply the changes.

How do I manage widget visibility?

Profit.co allows you to define who can view or manage widgets through the following visibility settings:
 
Visibility Setting Description
Public Accessible to all users within the organization or team.
Private Restricted to the owner or creator only.
Access List Shared with specific users or groups assigned by the owner.

What do the widget labels mean?

Widgets in the PPM Cockpit are labeled to help users identify their purpose and relevance:
 
Label Description
Best Practices Represents essential metrics based on proven success methods.
Recommended Tailored suggestions based on user behavior, team goals, or frequent use.
New Highlights the latest widgets added to the platform for exploration.

Note: You can filter widgets by label to quickly find the most relevant and effective tools for your dashboard.

How do I personalize and adjust my layout?

  • Choose your Folder and Subfolder and click Customize.
  • The selected widgets will appear on your dashboard.
  • You can drag and resize widgets dynamically to optimize layout, visibility, and readability.

What widgets are available in the PPM Cockpit?

Below are some commonly used widgets available for customization:

Note:

1. The PPM Cockpit now includes enhanced financial reporting capabilities with 5 new widgets: Strategic Alignment of Projects, Strategic Alignment of Budget, Budget Distribution by Strategic Alignment, Benefits Realization Timeline, IRR Distribution by Performance, and Investment Flow: Portfolio to Cost Category.

2. The Task by Assignee widget in the PPM Cockpit now includes an Export option for easy data download and sharing.
 

What are Summary Cards in the PPM Cockpit?

Summary Cards provide quick, at-a-glance insights into key portfolio metrics without requiring detailed widget configuration. These cards appear at the top of your dashboard and display critical information instantly.

Available Summary Cards:

Summary Card Description
# of Projects Aligned Number of projects linked to strategic objectives.
Actual Total actual spend across the projects.
Forecast Projected total cost to complete all projects based on current performance and trends.
IRR Expected annualized rate of return on investment across the projects.
NPV Total net present value of expected cash flows across all projects, discounted at the organization's cost of capital.
Payback Period Expected time to recover the initial investment from the projects.
Plan Total planned budget across the projects.
Return Ratio Portfolio return on investment is calculated as NPV divided by total budget, indicating value generated per dollar invested.
Total Budget of Aligned Projects Total budget allocated to strategically aligned projects.

Best Practices for PPM Cockpit Customization

  • Choose widgets that align with organizational goals and reporting needs.
  • Regularly review and refine dashboard layouts for clarity.
  • Label and categorize widgets for easy discovery and reuse.
  • Utilize Custom Insights for department-specific KPIs.
  • Share useful dashboards with stakeholders using Public or Access List settings.

Related Questions

How do I track project risks in Profit.co? Click here

How do I create custom widgets in Profit.co, click here

Frequently Asked Questions

Q1. Can I share my customized Cockpit dashboard with others?

Yes, if the visibility is set to Public or includes others in the Access List.

Q2. How many widgets can I add to a subfolder?

There’s no strict limit, but it’s recommended to keep dashboards concise for performance.

Q3. Can I duplicate a widget setup across portfolios?

Yes, you can reuse or clone dashboards using the Copy function in Cockpit settings.

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