How do I View the Project Dashboard in Profit.co?

Category: PPM

In Profit.co, the Project Dashboard provides a comprehensive overview of your project's performance, including budget, milestones, tasks, risks, issues, and strategic alignment in a single view.

What is the Project Dashboard in Profit.co?

The Project Dashboard is a centralized view that consolidates all critical project information, metrics, and performance indicators. It displays summary cards and detailed widgets that help you monitor budget, progress, risks, issues, and strategic alignment in real-time.

How do I access the Project Dashboard?

Follow these steps to navigate to the Project Dashboard:

Step 1

  • Click on Portfolios and Projects → All Projects from the left navigation panel.
  • On the All Projects page, click on the project you want to view.

  • Click on the Dashboard tab at the top of the project page.
 
You will now see the complete Project Dashboard with all summary cards and detailed widgets.

What summary cards are available on the Project Dashboard?

The Project Dashboard displays key metrics as summary cards at the top of the page:

Summary Card Description
Budget Total allocated budget for the project
Spent Amount of budget spent to date
Milestones Progress Overall completion percentage of project milestones
Sub Projects Progress Aggregate progress of all sub-projects
Tasks Progress Completion status of project tasks with count (e.g., 7/24)

These summary cards provide an at-a-glance view of your project's financial and progress status.

What detailed widgets can I view on the Project Dashboard?

The Project Dashboard includes several detailed widgets that provide in-depth insights:

Widget Purpose
Milestones Progress Timeline view of milestone completion
Tasks Completion Rate Trend analysis of task completion over time
Tasks by Assignee Breakdown of task distribution and status by team member
Risk Matrix Visual representation of risks by impact and probability
Risk Status Distribution of risks by current status (New, Closed, etc.)
Issue Status Distribution of issues by current status
Strategically Aligned Objectives OKRs linked to this project

What insights and performance widgets are available at the project level?

  • The Milestones Progress widget displays your project milestones in a timeline format.
  • The Tasks Completion Rate widget shows task completion trends over time.

  • The Tasks by Assignee widget provides a detailed breakdown of task distribution.
  • The Risk Matrix widget visualizes risks based on two dimensions.
  • The Risk Status widget displays the distribution of risks by their current status.
  • The Issue Status widget shows the current state of project issues.
  • The Strategically Aligned Objectives widget shows OKRs and objectives linked to your project.

How do I download the Project Dashboard as a one-pager?

You can export the entire Project Dashboard as a single document:

Step 1

  • Click on the More Options icon (three dots) in the top right corner of the Dashboard.
  • Select Download Project One-Pager from the dropdown menu.

The system will generate a comprehensive PDF containing all dashboard information, which you can share with stakeholders or use for reporting purposes.

Best practices for using the Project Dashboard in Profit.co

  • Review the Project Dashboard regularly (weekly or bi-weekly) to stay informed about project health and progress.
  • Pay special attention to the Risk Matrix widget and address high-impact, high-probability risks immediately.
  • Use the Tasks by Assignee widget to ensure workload is balanced across team members and no one is overloaded.
  • Monitor the Tasks Completion Rate trend to identify if the project is on track or falling behind schedule.
  • Keep the Risk Status and Issue Status widgets current by updating risk and issue statuses as they change.
  • Link your projects to strategic objectives using the Strategic Alignment feature to demonstrate business value.

Related Questions

To learn more about how to create and manage projects in Profit.co, click here

Frequently Asked Questions

Q1. How often is the Project Dashboard data updated?

The Project Dashboard reflects real-time data. Updates to tasks, risks, issues, and progress are reflected immediately in the dashboard widgets.

Q2. Can I share my Project Dashboard with external stakeholders?

Yes, you can download the Project Dashboard as a one-pager and share it with external stakeholders who don't have access to Profit.co.

Q3. How do I add risks and issues that appear in the Risk Status and Issue Status widgets?

Navigate to the Risks & Issues tab in your project to add new risks and issues. They will automatically appear in the dashboard widgets.

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