All Dashboard data is based on the Plans selected from the Plan dropdown (top-right).
Summary Tiles
The Dashboard displays four summary tiles for the selected Plans:
Tile | Description |
Plans | Number of selected Plans. |
Packages | Number of Packages across the selected Plans. |
Outstanding Packages | Number of Packages that are Not Started or In Progress. |
Completed Packages | Number of Packages marked as Completed. |
Plan Overview
Plan Status
The Plan Status chart provides a visual breakdown of Plan Statuses.
The available Statuses depend on the configuration of the workspace.
Planned vs Actual Packages by Plans
This chart shows the progress of each Plan using the Schedule Performance Index (SPI).
The X-axis represents SPI (%).
Each bar represents a Plan.
Select a bar to view the SPI breakdown for each Stage within that Plan.
Planned vs Actual Deliverables Scheduled Performance Index
This chart displays the monthly performance of Forms and files (deliverables).
The dark bar represents planned deliverables.
The light bar represents completed deliverables.
Hover over the chart to view detailed data.
Use the slider below the chart to adjust the reporting period.
Planned vs Actual Packages
This chart compares planned and completed Packages over time.
The X-axis represents time (months), meanwhile, the Y-axis represents the number of Packages.
The dashed line represents planned Packages, and the solid line represents completed Packages.
Hover over the chart to view detailed data.
Use the time filter options at the top of the chart to adjust the viewing period.
Plan List
Select Plan List to view all selected Plans and their details:
Plan Name
Progress (%)
Status (Open or Draft)
Creator
Last Updated On
Updated By
Templates
From this view, select Templates to view all available Templates:
Template Name
Status (Open or Draft)
Creator
Created Date
Tasks
Select Tasks section from the left panel to view Task-related information.
Task Summary Tiles
Tile | Description |
Task Due Today | Tasks due today. |
Task Overdue | Tasks past their due date. |
Task Due Next Week | Tasks due within the next 7 days. |
Future Due | Tasks due beyond the next week. |
Task Status Overview
The Task Status chart displays the distribution of Tasks by Status:
Completed
In Progress
Locked
Not Started
Verified
Planned vs Actual
This chart shows the monthly performance of Tasks:
The dark bar represents planned Tasks.
The light bar represents completed Tasks.
Task Views
Different Task views are available at the top of the screen, these include:
Dashboard
Kanban
Timeline
Calendar
List
TIP: For more information, see Playbook Views.