Can I setup "Dashboards" in Replicon to monitor projects?

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I am trying to find ways to allow Project Managers to easily monitor projects and would like to see if its possible to setup "Dashboards" to facilitate multiple project per manager.    I want them to monitor how much time is entered into a project vs. the estimated time that was setup for the project.  So actual vs. budget, sort of scenario.   

Thanks
Dean
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Dean

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Posted 1 year ago

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Aashnee Kamboj, Community Moderator

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Hi Dean,

The best way to achieve this is to have a report scheduled that gets periodically emailed to the Project Managers with the required data.

In order to do so ask the project managers to do the following - 
Click on the reports tab and add a new report
Choose the category as Project and Template as Project Template
Remove the preselected columns and choose the Project Name, Actual Hours (Selected Dates) and Project Estimated Hours
Click on Create report
Choose the Date range filter to be Entire Project
Save the report
Click on Set Schedule 
Provide a name and set the recurrence on when to receive the email for this data
Set the first run date and save the schedule

The report with the Estimated and Actual hours from the project creation date till today will be sent out in an email for monitoring purpose periodically. 

Please do let us know if the issue differs our understanding and we will be glad to help you.

Thanks,
Aashnee
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Dean

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I would have to learn more about reporting, is there a webinar training session that can help?    Also, what is the "Dashboard Beta" that is listed in Categories?  
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Aashnee Kamboj, Community Moderator

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Hi Dean.,

I have requested your customer success manager to contact you regarding the training sessions. In the mean time you can use our Replicon Help or Replicon Product Videos to understand more about the functionalities of reporting.

Please read here about the Dashboard feature of Replicon - https://www.replicon.com/help/using-dashboards

Thanks,
Aashnee