Dashboards

General Information

• Project Dashboard and Multi-Project Dashboards are available in InLoox Enterprise, InLoox Enterprise Plus, and InLoox Self-Hosted editions.
• InLoox offers a dashboard within each project (available since InLoox 12.4, September 2025) as well as multi-project dashboards for cross-project analysis.
• Dashboards can be created, edited, published to other users, downloaded, and uploaded.
• Who can see a multi-project dashboard depends only on its owner and its publish status: the owner always sees it, and so does everyone it is published or shared with. Viewing a dashboard requires no separate permission.
• Creating, uploading, and copying dashboards requires the global Edit dashboards user permission. The Publish dashboards permission includes it. To assign permissions, see Permissions.

tip

For advanced users, we recommend the Dashboard and Reports Workshop, available as an on-site or online training session.

Access and Edit the Project Dashboard

Open a project and click the Dashboard tab. The project dashboard displays real-time project data. You can add widgets directly or open the Dashboard Designer to make more extensive edits.

To see the project dashboard, you need the Read project dashboard permission. To add widgets or customize the project dashboard in the Dashboard Designer, you need the Edit project dashboard permission. These two permissions apply only to the project dashboard, not to multi-project dashboards.

Project dashboard widgets include:

• Tasks by Status
• Tasks per Person
• Actual vs. Planned: Costs
• Actual vs. Planned: Benefits
• Task Items (Total)
• Open Tasks
• Effort Remaining (h)
• Burndown
• Risks
• Trends (see Trend Widgets)

note

If widgets show no data, verify that the project contains data and that you have at least reading permissions.

Undo Changes to a Project Dashboard

To revert a project dashboard to its default state:

1. Click in the dashboard toolbar.
2. Select Reset Dashboard.

Turn a Project Dashboard into an Organizational Standard

Administrators can set a project dashboard as the default for your organization:

1. Click .
2. Select Set as Organization Default.

To revert to the original default:

1. Click .
2. Select Reset Organization Default.

Access and Edit Multi-Project Dashboards

Click Dashboards in the left-hand menu.

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Dashboards only appears in the main menu if you can see at least one dashboard or have the Edit dashboards or Publish dashboards permission. Create New Dashboard and Upload Dashboard require one of these two permissions. Besides users with one of them, the owner of the selected dashboard and administrators can open the Dashboard Designer; everyone else can only view the dashboard.

Multi-Project Dashboard Templates

InLoox provides a set of ready-made dashboard templates for common use cases:

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Right-click a preview image and select Open image in new tab to view it in full size.

Template	Description	Preview
Project KPIs	Overall overview of all projects with KPIs on count, progress, effort (planned, remaining, overdue, completed), and the largest projects by effort.
Project Milestones	Shows all important achieved and upcoming milestones within a defined time period. Helps track project progress, spot delays, and keep an eye on key upcoming project stages.
Task Insights	Overview of all tasks across the organization, broken down by status, projects, and effort. Quickly identify open, in-progress, or overdue tasks and visualize task distribution across projects.
Resource Insights	Overview of workload and task distribution by person, project, and status. Identify bottlenecks or overloaded team members and improve planning and allocation of tasks and effort.
Resource Effort Plan-Actual	Direct comparison of planned resource effort vs. actual tracked time for tasks. Identify where adjustments are needed and improve future effort estimates.
Financials Plan-Actual	Comparison of planned vs. actual project costs and their distribution by project progress. Spot deviations early, identify cost drivers, and support financial control and budget management.
Project Value	Designed for portfolio management, this dashboard presents projects in a matrix based on the key dimensions risk and value, each on a scale of 1 to 10.
Budget Overview	Compilation of planned and actual expenditures, benefits, and margins by groups, projects, and time periods. Quickly assess the financial situation and identify deviations between plan and actuals.
Project Health	Current health status of all projects based on criteria such as status, time, budget, risk, and overall status. Spot critical projects early, maintain an overview of progress and risks, and take targeted action.

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Existing customers may still have older dashboard templates. You can download the latest templates from the InLoox website and import them into your environment.

Publish and Manage Dashboards

Dashboards are private by default. Publishing a dashboard determines who else can view and open it.

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To publish a dashboard, you must be its owner and have the Publish dashboards permission. Administrators can publish any dashboard they can see. To assign permissions, see Permissions.

Manage Dashboards

1. Click in the dashboard toolbar.
2. Select Manage Dashboards.

The Manage Dashboards window lists all dashboards you can see. The icon next to each dashboard indicates its current publish status:

• — The dashboard is published to the entire organization.
• — The dashboard is private and only visible to you.
• — You own the dashboard but cannot publish it because you do not have the Publish dashboards permission.
• — The dashboard is published to specific divisions, groups, or persons.

From this dialog, you can rename, delete, download, and publish dashboards, or upload dashboards as files. Only the owner or an administrator can rename or delete a dashboard. Uploading requires the Edit dashboards or Publish dashboards permission.

Publish a Dashboard

1. Click and select Manage Dashboards.
2. Click the status icon next to the dashboard to open the Publish Dashboard window.
3. Under Visibility, select one of the following options:
   • Private — Only the owner can see the dashboard. It is not published.
   • Entire Organization — Everyone in your account can see and use the dashboard.
   • Specific people — Besides the owner, only the recipients you select can see and use the dashboard. Select persons and groups under Users and Groups, or select Divisions to share the dashboard with all members of those divisions.
4. The person who created the dashboard is automatically set as its Owner. Optionally, you can assign a different owner. The owner can always view and edit the dashboard. Only the owner can keep a dashboard private: to hand it over to someone else, select Entire Organization or Specific people under Visibility.
5. Click Save.

Editing Shared Dashboards

Users with the Edit dashboards or Publish dashboards permission can open any dashboard they see in the Dashboard Designer. If you make changes to a dashboard owned by someone else, saving your changes creates your own copy (Save as My Own Dashboard) instead of modifying the original. Only the owner or an administrator can edit a dashboard in place.

Administrators

Users with administrator rights can manage every dashboard they can see, for example to edit or delete it or to change its publish status or owner. Private dashboards of other users stay hidden from administrators as well.

The "Read dashboards" group

Your account may contain a user group named Read dashboards. InLoox created this group automatically when the Read dashboards permission was removed. It contains every user who had this permission, and the dashboards those users could see are published to this group. This way, these users keep access to the same dashboards. See Permissions.

Export Dashboard Content

To export the dashboard itself, click the export icon and choose one of the following formats:

• PDF
• Image
• Excel

Dashboard Widgets

Widgets are small, configurable units that display specific data on a dashboard. You can add widgets to any existing dashboard to customize the information shown.

Add Widgets to a Project Dashboard

1. Open the project and navigate to the Dashboard tab.
2. Click Add Widget in the dashboard toolbar.
3. Browse or search the available widgets.
4. Select the widget you want to add.
5. The widget appears on the dashboard canvas.
6. Drag the widget to reposition it.
7. Resize the widget by dragging its edges.
8. Configure widget-specific settings by clicking the widget's settings icon.

Trend Widgets

The Trends widget category shows how a project value has developed over time, instead of only its current figure. Each trend widget displays a sparkline — a small line chart without axes or labels — based on the daily KPI history that InLoox records for the project.

Example: The Total Expenses (Actual) widget tells you that a project has spent 48,000 € so far. The corresponding trend widget shows how those 48,000 € accumulated: a flat line that rises steeply in the last two weeks means something changed recently, while a steadily rising line indicates normal burn. Both projects show the same number — only the trend reveals the difference.

The following trend widgets are available:

Widget	Shows
Cost trend	Actual vs. planned costs over time.
Revenue trend	Actual vs. planned revenues over time.
Profit trend	Actual vs. planned profit over time.
Margin trend	Average actual vs. planned margin over time (%).
Earned value analysis (costs)	Planned value, earned value and actual costs over time.
Earned value analysis (effort)	Planned, earned and actually recorded effort over time (days).
Progress trend	Average project progress over time.
Effort trend	Completed vs. planned effort over time (hours).
Remaining effort trend	Remaining effort over time (hours).
Overdue effort trend	Overdue effort over time (days).
Task count trend	Number of tasks over time.
Risk trend	Average risk score over time.

The Trends category also contains a Date range filter that filters the trend widgets by date.

Open the Trends category in the Add Widget To Dashboard dialog to add a trend widget:

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Like dashboards in general (see General Information), trend widgets require one of the InLoox Enterprise, InLoox Enterprise Plus, or InLoox Self-Hosted editions. In addition, they require the Read Historic Data permission (enabled by default). See Permissions for details. Historical values are recorded once per night, so a newly created project shows a trend only after the first nightly run. InLoox has been recording these values since version 26.5 (InLoox Cloud: since 19.08.2026); older values are not available.

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Trend widgets on the project dashboard are not the same as the sparkline element in card widgets of the Dashboard Designer. Trend widgets are pre-configured and read the KPI history, while the sparkline element is a display option you configure yourself for any card data source.

The same KPI history is also available as sparkline columns in the project list.

Dashboard Designer

The Dashboard Designer is a powerful tool for creating and customizing multi-project dashboards. Use it to add, remove, resize, and rearrange items, connect data sources, apply global filters, and configure advanced dashboard settings.

To open the Dashboard Designer, turn on the Open Designer switch in the dashboard toolbar.

For detailed instructions on all Dashboard Designer features, see the Dashboard Designer documentation.