6 posts tagged with "area:dashboards"

A current figure tells you where a project stands. It does not tell you how the project got there. With InLoox 26.6, you can see how the KPIs of your projects develop over time, for example booked hours, planned duration, effort, and financial values, as well as your custom fields.

• Trend widgets on the project dashboard: The new Trends widget category shows costs, revenue, profit, margin, progress, effort, remaining and overdue effort, task count, and risk as small line charts over time. A date range filter narrows the period.

  

• Sparkline columns in the project list: Add a sparkline column via Choose columns to compare the development of many projects at a glance. By default, a sparkline covers the last 90 days.

  

Example: Two projects both show 80% progress. The sparkline reveals that one climbed steadily, while the other has been stuck at 75% for two months. Same number, very different situation.

With InLoox 26.2, project-wide dashboards now include a refresh button. With a single click, all data is updated while preserving the current filter settings within the widgets. This allows you to work across projects, make changes in between, and then quickly bring your dashboard up to date — without the need to reapply filters.

Brand new in InLoox is the Task Burndown data source. For the first time, you can now display burndown charts in dashboards, either by number of tasks or by workload. This gives you immediate insight into how remaining effort develops over time and whether your team is on track.

Dashboards can now be created even more easily: via the "Add Widget" button, you can select from numerous templates already linked to the right data sources. This allows you to add meaningful charts with just a few clicks – no expert knowledge required.

The new widgets are available not only in project dashboards, but also in cross-project dashboards. From the overall organization down to the individual project, you always get the exact reports you need.

With the new Project Dashboards, you always keep track of each individual project – quickly, transparently, and without detours. In the new "Dashboard" tab, you will find a standard dashboard that presents the most important project metrics:

• Tasks by status and assignee: Who is working on what, and what's the progress
• Burndown chart: How open tasks evolve over time
• Planned vs. actual costs and revenues: Financial transparency at a glance
• Risk matrix: Impact and likelihood of potential risks always visible

New permissions for dashboards​

Alongside the new features, permissions have been expanded to give you more control. You can now precisely define who may only view dashboards and who may actively edit them. The following rights are available:

• Read project dashboard
• Edit project dashboard
• Read dashboards
• Edit dashboards

With the new "Project Health" dashboard template, you can keep track of the overall status of your projects at all times – compact, visual, and insightful. The dashboard displays the status from three key perspectives:

• Time: Based on the time alerts "Planned end date exceeded" and "Project end date exceeded"
• Budget: Compares planned vs. actual values. Using the dashboard parameter settings (button at the very top right), you can customize the percentage range for budget alerts
• Risk: Evaluated according to the level of risk (set on the project manage page)

From these, an overall status is calculated as the average of the three values Time, Budget, and Risk.

You can download this and other templates under Templates and then import them into InLoox.