Accessing the Project dashboard
To navigate to the dashboard section of PSOhub simply click on the PSOhub logo of the menu bar.
Depending on your access level you might only see the Personal Dashboard or you may see more than one dashboards when clicking on the down arrow menu.
Admin & Controller: will see all four dashboards
Project Manager: Project and Personal Dashboards
Team Member and Team Member Plus: Personal Dashboard.
The Project Dashboard is available to users with the access levels of Admin, Controller and Project Manager and will provide them with key performance indicators regarding all the projects where they are the Project Manager (as identified in the corresponding field in the left panel of a project).
The Tiles in the Project dashboard
Number of active projects: Will display the total number of active projects.
Active projects total value: Will display the total value* of all the projects with the stage set to 'Active'. * Sum of the field "Total Project Value" of all projects.
Total amount invoiced: Will display the total value of all the invoices with the status 'Approved' or 'Sent' or 'Paid'.
Total amount paid: Will display the total value of all the invoices with the status 'Paid'.
Total amount outstanding: Will display the total value of all the invoices with the status 'Sent' and for which the number of 'Due days invoice" (at the project level) has been reached.
The list of the top 5 critical projects
This list will display the top five critical projects. A project becomes critical when the ratio of Used / Budget is equal or higher than 90%.
If your project is displayed as At Risk this means that the ratio of Used / Budget is equal or higher than 80%.
One click on Details will bring you directly to the project.
One click on Show all will bring you the list of all your projects considered as critical - which you can always find in the tab Projects at risk.
The Graph in the Project dashboard
The Project status graph will display the number of projects broken down by status.
The list of the Project activities
My activities list
This list displays all the activities in the Activity feed of the Projects where the user is a project manager.