Project Dashboard screen

Use the Project Dashboard screen to view the Project Dashboard—a collection of widgets showing details about your projects. You can drill down to view the report for the widget and on certain reports, you can drill down to additional information.

The Project Dashboard contains the following widgets:

  • Project Budget Variance - The Budget Variance widget shows a chart that compares bid to project to at-completion details for contract, budget, and profit amounts. Contract amounts include approved change orders. The amounts are for active projects for the selected company through the current day. Note that bid data appears after you use the Project Manager Worksheet to link an estimate and a project. Click the chart to display a Project Variance report.

  • Project Budget Analysis - The Budget Analysis widget shows a chart that compares bid cost items (without markups) to project budget and cost amounts. The amounts are for active projects for the selected company through the current day. Note that bid data appears after you use the Project Manager Worksheet to link an estimate and a project. Click the chart to display a Project Status report.

  • Project Pending CMR - The Pending Change Management Records widget shows a chart and graph of active change management records by project status. The amounts are for active projects for the selected company through the current day. Click the chart to display a Change Management Record Summary screen report.

  • Project Profit Percent Variance - The Profit Percent Variance widget shows a graph of overall profit percentage of your projects and highlights the projects that are meeting expectations. The contract amounts used to determine profits include approved change orders. The amounts are for the selected company through the current day. Click the green bar on the chart to display a Management Report screen that includes only projects performing as estimated or better than estimated on the report. Click the red bar to include only projects performing worse than estimated on the report. From the Management Report, click on a posted cost to drill down to a Cost Detail Report screen for the posted cost. Click the back arrow to return to the Management Report.

  • Project Work In Progress Summary - The Work In Progress Summary widget shows a chart of work-in-progress totals and other profit details. The contract amounts include approved change orders. The amounts are for active projects for the selected company through the current day. Click the chart to display a Work in Progress Detail Report screen report.

  • Project Cash Position - The Cash Position widget shows a chart of cash flow details. The amounts are for the selected company through the current day. (No associated report is available for the Cash Position chart.)

    To open the Project Dashboard screen, click Project > Project Dashboard in the All Tasks pane.