Project Dashboard Components

Key metric data boxes display a single point of data from your workspace. The data can be from a workspace field or from one the summary metrics we include as part of every Project Dashboard.

Workspace Fields

Workspace field data boxes only display data from single workspace profile or status field. You can select and display any fields of the following types:

• Numeric
• Status
• Date/Time
• Single-select pick list

The only workspace field types that cannot be added as key metrics are text fields and multi-select pick lists. The list of available fields in your dashboard is based on the workspace type.

For more detail about these workspace fields types, see Types of Custom Fields.

Summary Metrics

All Project Dashboards has access to key metrics that summarize and display data from one aspect of the workspace and act as links to applications where you can act on the insight they provide. The summary metrics are described below:

• The Overdue Task data box displays the number of tasks that are not 100% complete but have a due date that has elapsed. Clicking on it takes you to the Overdue Tasks tab in the Task List.
  
• The Project Health data box displays the current project health according to the Health native field.
• The Pending Resources data box shows the number of requested resources still pending approval – it shows the number of resources, not hours. This key metric data box also functions as a link to the Resource Plan.
• The Schedule % Complete data box displays the value from the native field of the same name. Clicking this data box brings you to the Task List.
• The Open Issues data box displays the number of unresolved issues in the project. Clicking this data box brings you to the project’s Issues application.
• The Actual Labor Cost data box displays the total actual internal cost of the workspace. The value is calculated based on the total actual work and internal billing rates of task assignees. Clicking this data box takes you to the Task List.

The Tasks by Status chart is a donut chart that allows you to see the status of all workspace tasks at a glance. If the workspace has no tasks, a link appears in the tile to take you to the Tasks application, where you can add tasks. If the workspace does not have the Tasks application enabled, this tile does not appear on the dashboard.

The chart has five segments, each of which corresponds to one of the task states in Changepoint PPM:

• Not Started (gray)
• In Progress (blue)
• On Hold (yellow)
• Overdue (red)
• Complete (green)

The chart’s legend lists these states and the number of tasks in each state. The center of the chart displays the total number of tasks in the workspace.

This tile displays the most recent status update notes added to the workspace. Status updates without updates notes are not displayed in the tile. The tile also displays the date of the update and the health of the workspace at the time of the update, based on the native Health status field. Workspace health is expressed with colored icons:

• On Plan (green)
• Needs Attention (yellow)
• In Trouble (red)

You can expand the tile to display notes for four additional status updates, for a maximum of five status update notes. To expand the Recent Update Notes Tile, click the Expand icon.

The Overallocated Resources table lists all workspace members whose approved allocations exceed their capacity. This table takes allocation data from across the entire enterprise for the next 30 days to calculate which resources are overallocated. The table is organized in four columns:

• Resource Name
• Resource Manager
• Resource Type
• Overage Hours

The table lists resources by overage hours, in descending order, so the most overallocated resource tops the list. The Overallocated Resource table can help PMs act on this information by taking them to a automatically filtered Resource Plan page.

To reallocate overage hours for a resource:

1. Click on the resource name. This will take you to a Resource Plan page filtered to display the resource you clicked on.
2. In the Resource Plan, adjust the resource's allocation hours as necessary.
3. Save your changes.
4. Submit the allocation requests.

The resource disappears from the table when the submitted allocations are approved.

The Milestone Timeline makes it easy to see if your project schedule is on track and what is coming next. Every milestone on the timeline is represented by a diamond, which is color-coded to represent their status:

• Blue milestones are incomplete but not overdue.
• Green milestones are completed.
• Red milestones are overdue.

If there are several milestones in close proximity they will cluster together. Milestone clusters are represented by a double-diamond on the timeline. When these clusters contain milestones in different states, the cluster will show the most urgent color. For example, if a cluster contains overdue and completed milestones, the cluster will be red.

To view details for an individual milestone:

1. Click on the milestone's label.
2. If you click on a milestone cluster label, a list of milestones in the cluster pops up. Click on the milestone you want to see.

A details card appears with the with the following information:

• Milestone Name
• Planned Finish date
• Assignees (if any)
• Description (if any)

Each details card also includes a link to the Task Details page, where you can see even more data about the milestone.

Timeline Navigation

If you do not see the milestone you’re looking for on the timeline, you can use the navigation controls to scan through the timeline:

• Zoom Controls: You can zoom in or out to adjust the number of visible milestones. The zoom buttons are in the upper-right corner of the component.
• Previous/Next Buttons: Located on either side of the timeline, clicking on one these buttons takes you to the milestone on the timeline in that direction.
• Click and Drag: You can also click and drag the timeline to the left or right to quickly move into the past or future.

The Report Viewer allows you to display a variety of data from Changepoint Analytics reports. Each of your workspaces will be able to display report data specific to it, gains access to charts to tie your data together, and can even display data from its child workspaces.

By default, the Report Viewer is disabled for all workspace types. You can enable the Report Viewer by turning on two workspace role permissions: “Customize Workspace Dashboards” and “View reports in Dashboards.”

To enable the Project Dashboard Report Viewer:

1. Go to Admin > Users settings > Roles and Permissions > Workspace Roles.
2. Use the “View by” dropdown to select a workspace type.
3. Enable the “View Reports in Dashboards” permission for each workspace role you want to view reports.
4. If it is not already enabled, you must also enable the “Customize Workspace Dashboard” permission for at least one workspace role.

Now, users with the “View reports in Dashboards” permission can see reports and users that have both permissions can add the Report Viewer through the Configure Dashboard Menu.

To display a report in the Project Dashboard:

1. Open the Configure Dashboard Menu.
2. In the components list, select the Report Viewer and click Save. A Report Viewer block is added to the Project Dashboard.
3. In the Report Viewer block, select a report to display.

Like all Dashboard components, the Report Viewer will appear in all workspaces of that type. However, you can select different reports for each individual workspace by clicking the wrench icon in the upper right corner of the Report Viewer block.

Filtering reports to display individual workspace data

To keep the data in the Report Viewer relevant to the specific workspace you’re viewing, Report Authors can add and optional parameter to reports in Changepoint Analytics. Reports including the parameter “CPPDWorkspaceID” will make the report only display data associated your project’s workspace ID. If this parameter is excluded, the report will return all data normally available to the user based on their permissions.

To filter a report to work with the Project Dashboard Report Viewer:

1. Open a report to edit or create a report in Changepoint Analytics.
   Note: If you are editing a report that has an existing project prompt, we recommend that you remove any existing prompt pages before adding the filter.
2. Drag in a Text Box Prompt to the Report Page.
3. Name the Parameter “CPPDWorkspaceID” and point it to the Workspace ID with this formula: [Presentation].[Projects].[WorkspaceID] = ?CPPDWorkspaceID?
4. Hide the text box from the report. Select the text box in the report and change Visible property to “No.”