Profit.co's Cockpit consolidates budget, resourcing, and schedule data from every project into one customizable, widget-based dashboard, so a PMO doesn't have to assemble a fresh report from separate project views each cycle.
Table of Contents
- What Is the Cockpit in Profit.co?
- What's the Right Way to Approach a PMO Dashboard?
- Why Does Using the Cockpit This Way Matter?
- How Do I Build a PMO Dashboard?
- What Happens When You Use the Cockpit?
- What Are the Best Practices for a PMO Dashboard?
- Related Articles
- What Are Some Frequently Asked Questions About the PMO Dashboard?
What Is the Cockpit in Profit.co?
The Cockpit is a centralized command center that lets project managers and portfolio owners monitor performance metrics across multiple projects from a single dashboard, covering project progress, resource utilization, financial health, and risk. It's accessed at Portfolios and Projects → Cockpit.
It's built from widgets you choose yourself, organized into folders and subfolders you create, rather than a single fixed report layout.
What's the Right Way to Approach a PMO Dashboard?
Consolidate scattered project-level data, budgets, resourcing, and schedule health, into one live view, so PMO leaders aren't stitching together separate reports from separate projects every time they need a portfolio picture.
Why Does Using the Cockpit This Way Matter?
Building a dashboard from separate project reports means the numbers are stale the moment they're compiled. Cockpit widgets recalculate automatically as underlying task, milestone, and expense data changes, so the view stays current without a manual refresh.
Because it's folder-based, the same underlying project data can power an operational view for PMO teams and a high-level view for executives, without maintaining two separate reports.
How Do I Build a PMO Dashboard?
Step 1: Open the Cockpit
- Navigate to Portfolios and Projects → Cockpit.
Step 2: Create a Folder
- Click Customize.
- Click the + icon beside the folder list to create a new folder; an untitled subfolder appears automatically underneath it.
Step 3: Add Widgets
- In the Customize Subfolder window, browse widgets under categories such as Project Insights, Task Insights, Resource Management, Execution Tracking, and Custom Insights.
- Click Add Custom Widget for a metric that isn't in the standard library.
- Use Remove to hide any widget that isn't relevant to this dashboard.
Step 4: Set Visibility
- Choose Public (visible to the whole organization), Private (only you), or Access List (specific users or groups).
Step 5: Add Summary Cards
- Pull in Summary Cards for at-a-glance metrics: for example Budget, Spent, Milestones Progress, and Tasks Progress, or investment-focused cards like IRR, NPV, Payback Period, and Return Ratio.
What Happens When You Use the Cockpit?
| Scenario | What Happens |
|---|---|
| You set a dashboard's visibility to Private. | Profit.co restricts that dashboard to only the owner or creator. |
| You set a dashboard's visibility to Access List. | Profit.co shares that dashboard only with the specific users or groups you assign. |
| You remove a widget from a subfolder. | Profit.co hides it from that dashboard view without deleting the underlying project data. |
| A linked project's task completes or an expense is logged. | Profit.co recalculates the relevant Cockpit card or widget automatically, without a manual refresh. |
| You click Add Custom Widget. | Profit.co lets you build a personalized chart or metric instead of limiting you to the predefined widget library. |
What Are the Best Practices for a PMO Dashboard?
- Build separate folders for different audiences, operational detail for PMO teams, high-level summaries for executives, since the same underlying data can support multiple saved layouts.
- Set dashboard visibility deliberately (Public, Private, or Access List) rather than leaving it at the default, since sensitive financial widgets shouldn't be visible organization-wide by accident.
- Filter widgets by the Recommended or Best Practices label when building a new dashboard, since these are tailored suggestions rather than a blank widget list to browse manually.
- Use Add Custom Widget for a metric your PMO tracks that isn't in the standard library, instead of approximating it with an existing widget.
- Review widget selection periodically with Remove, since widgets nobody checks anymore add clutter without adding decision value.
Related Articles
What Are Some Frequently Asked Questions About the PMO Dashboard?
It depends on the visibility setting you choose: Public makes it visible to the whole organization, Private restricts it to you, and Access List limits it to specific users or groups.
Yes. Every metric recalculates as the underlying project or task data changes, so cards reflect current values without a manual refresh.
Yes. You can create multiple folders and subfolders within the Cockpit, each with its own widget selection and visibility setting.
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