Dashboard Suggestions

  • 3
  • Problem
  • Updated 1 year ago
  • Acknowledged
Ability to:
•Pull data from project info
•Pull resource and project estimates
•Filter for >/< 40 hrs
•Sort/organize slides within dashboards
•Move slides from one dashboard to another without copy/paste the whole dashboard
•Word Wrap on pie charts and center
•Private vs. shared views
•Add to filter “% of time” option
•Flags to notify when:
  −Project is past project end date and/or task estimates
  −Resources are over/under allocated
  −Resources are over/under utilized
•Pre-built templates for dashboards for
  −Resource allocations vs estimates
  −Forecast comparison (act vs. est)
  −Actual hours to Budget to Plans
  −Timesheet status (not submitted, awaiting approval)
  −Hours forecast
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Green, Melissa

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Posted 1 year ago

  • 3
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Aashnee Kamboj, Community Moderator

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Hi Melissa,

Thank you for suggesting these Ideas. We will be glad to look through. However, before we proceed can you please clarify the following:

- Pull Data from project info - What exactly from project info would you like to view in a graph.

- Pull resource and project estimates - Dashboard is usually used to view a comparison. How would you like to compare the estimated hours or would you like to view the estimated hours only. If its estimated hours only, can you help us with a use case on why a graphical representation of estimated data is required? 

- Sort/Organize slides within dashboard - Do you mean the replacement of the graphs by moving them up and down?

- Move slides from one dashboard to another without copy/paste the whole dashboard - Is this similar to the Sort/Organize idea as stated above?

- Flags to notify when:

  - Resources are over/under allocated or Utilized - This information is flagged in the resource calendar. Do you want to create a dashboard of resource hours and then view the flag?

- Pre-built templates for dashboards:

 - Timesheet Status: How would you like to view this information on the dashboard? Do you want to view all the users and the total not submitted or total awaiting approval timesheet?

 - If forecast comparison is actual vs estimated then what will hours forecast display?

Thanks,
Aashnee Kamboj
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Green, Melissa

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Pull Data from project info - What exactly from project info would you like to view in a graph.  A:  Anything from the project information card (custom fields)

Pull resource and project estimates - Dashboard is usually used to view a comparison. How would you like to compare the estimated hours or would you like to view the estimated hours only. If its estimated hours only, can you help us with a use case on why a graphical representation of estimated data is required?  A:  Would like a comparison against actuals and a view of who is over/under estimated.

Sort/Organize slides within dashboard - Do you mean the replacement of the graphs by moving them up and down?  A:  YES

Move slides from one dashboard to another without copy/paste the whole dashboard - Is this similar to the Sort/Organize idea as stated above?

Flags to notify when:

  - Resources are over/under allocated or Utilized - This information is flagged in the resource calendar. Do you want to create a dashboard of resource hours and then view the flag? A:  YES

Pre-built templates for dashboards:

 - Timesheet Status: How would you like to view this information on the dashboard? Do you want to view all the users and the total not submitted or total awaiting approval timesheet?   A:  Totals awaiting, rejected and not submitted by dept/user.

 - If forecast comparison is actual vs estimated then what will hours forecast display?  A:  Total hours forecasted by project/user.
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Aashnee Kamboj, Community Moderator

  • 1439 Posts
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HI Melissa,

Thank you for the clarifications. I have updated the respective product management team regarding the requirement and will await their response

Thanks,
Aashnee