Project Manager Home - Dashboard Tab

On the Project Manager Home form, the Dashboard tab contains lists links to forms and activities useful for a project manager.

My Stats

This area contains these links: Alerts, Tasks, and Inbox. If you click any of these links, you are redirected to the Tasks tab.

The Tasks tab shows tasks and inbox messages. The number of alerts is displayed by Past Due Projects, Past Due Project Tasks, and Estimates To Expire.

Charts

To see the data value for a column, you can hover your mouse pointer over any of the columns.

  • Top 5 Projects by Revenue: This chart shows the five active projects that have the highest planned total revenue. The X-axis shows the project. The Y-axis shows the revenue.
  • Top 5 Projects By Plan Cost: This chart shows the five active projects with the highest planned total cost. The X-axis shows the project. The Y-axis shows the cost.
  • Key Today: This section shows past due milestones for invoice and revenue.
    • Invoice: This value shows the total value of invoice milestones planned invoice amount, where the planned complete date is before the current date and the Posted check box on the Invoice Milestones form is cleared.
    • Revenue: This value shows the total value of revenue milestones planned revenue, where the planned complete date is before the current date and the Posted check box on the Revenue Milestones form is cleared.
  • Invoice Milestones: This chart shows the monetary amount of inventory milestones, detailed for the current month and the next three months. This chart provides a view of upcoming invoice milestones.
  • Revenue Milestones: This chart shows the monetary amount of revenue milestones, detailed for the current month and the next three months. This chart provides a view of upcoming revenue milestones.