Custom Dashboards

Quick Tip!

Our team will create dashboards tailored to each project, focusing on key metrics like task progress, deadlines, and resource allocation. This helps us stay on top of priorities and identify bottlenecks early. We also use column and pie charts to visualize project progress and resource allocation. It’s a great way to communicate updates to stakeholders at a glance. I use Analyze Boards to share insights with my team, ensuring everyone has access to the same data and can contribute to decision-making.

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Comments

Lea Labastida

@Lindsey Fricke Can you share some samples?

William Mosher

@Lindsey Fricke, have you found a way to filter on Project name? Our use case is that we want to create a single dashboard that our Executives can come in, click a dropdown and select the project that they are looking for. That way we are not needing to create a separate report for each project.

There's the location Parameter, however, this includes every location (projects and non-projects).

Pietro Poli

hi @William Mosher you can create a table that list all your Project Name.
If you need to show only certain projects you must define a filter to separate projects you want to see and not.

Filters idea:

custom field
workflow status
project custom item type

Then when you have this list, you can add several widgets in your dashboard please make sure that Widget affect dashboard filters is enabled in all widgets you need to filter.

Let me know if you need something else.