Documentation

Project Management Dashboard

The Project Management dashboard provides a comprehensive view for project managers and executives overseeing project delivery. It focuses on overall project health, milestone progress, and risk management.

Access: Navigate to /dashboards/project-management

Overview Metrics

MetricDescription
Estimated CompletionDays until project completion with schedule variance indicator
Task On-Time CompletionPercentage of tasks closed by their due date
Weekly Task Velocity3-week rolling average of tasks completed per week
Open High Risk ItemsCount of open high-priority risks and issues

Widgets

Milestone Status

The Milestone Status widget shows progress for each project milestone:

  • Progress Ring - Visual completion percentage with color coding
  • Milestone Name - The milestone title
  • Due Date - Target completion date
  • Status Colors - Green for on-track, orange for at-risk, red for overdue

This widget provides at-a-glance visibility into milestone health across your project.

Tasks Remaining Chart

The burndown chart helps track project progress over time:

  • Solid Line (Actual Remaining) - Current number of open tasks
  • Dashed Line (Expected Remaining) - Ideal trajectory based on tasks due by each date
  • Summary Stats - Total tasks, actual remaining, expected remaining

When the actual line is above the expected line, the project is behind schedule. When below, you're ahead of schedule. The burndown chart is essential for identifying schedule risk early.

Activity Timeline

Shows recent project events:

  • Period Grouping - View activities by day, week, or month using the dropdown
  • Period Navigation - Use arrow buttons to move between time periods
  • Entity Filter - Filter by organization, team, or individual members
  • Date Picker - Jump to a specific date
  • Event Types - Task updates, comments, status changes, assignments, and more

The timeline displays activities with contextual icons showing what type of change occurred (created, updated, status changed, etc.).

Closed Issues per Team

A radial chart showing task distribution across teams. Use this to understand which teams are handling the most work and identify potential imbalances.

Open Approvals

A list of items awaiting approval decisions. Helps identify bottlenecks in the approval process.

Risk Register

A table of identified risks with status and mitigation plans. Critical for proactive risk management.

Decisions

A log of project decisions and their outcomes. Maintains a record of key choices made during the project.

Understanding the Metrics

Estimated Completion

This metric predicts how many days until project completion based on:

  • Current task progress - How many tasks are open vs closed
  • Weekly velocity - How fast tasks are being completed
  • Due date distribution - When remaining tasks are expected to be done

A positive variance means you're ahead of schedule; a negative variance means you're behind.

How It's Calculated:

  1. Count total open tasks
  2. Calculate average weekly completion rate (velocity)
  3. Divide open tasks by velocity to estimate weeks remaining
  4. Compare against original project timeline

Task On-Time Completion

This percentage shows how often tasks are completed by their due date:

  • Numerator - Tasks closed on or before their due date
  • Denominator - Total closed tasks that had due dates
PercentageInterpretation
90%+Excellent on-time delivery
80-89%Good, but room for improvement
70-79%Needs attention - investigate causes
Below 70%Critical - address immediately

Weekly Task Velocity

Velocity measures team productivity using a 3-week rolling average. This smooths out weekly variations to show sustainable pace.

Open High Risk Items

Count of open items marked as high priority or high risk, including:

  • Tasks with "High" priority
  • Issues blocking other work
  • Risks without mitigation plans
  • Overdue items from key milestones