Difference between revisions of "Dashboard"

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(Finances)
 
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On the Dashboard you have 4 pages accumulating the data on projects, jobs and finances.
  
 
[[File:Dashboard.png|border|300px]]
 
[[File:Dashboard.png|border|300px]]
  
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=='''Projects'''==
  
=='''Projects'''==
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Here you can see how many projects and jobs you have in each status.
  
Here you can see the number of your active Projects and Jobs:
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Clicking on the numbers the list of corresponding projects/jobs will be opened.
  
 
[[File:Dashboard 2.png|border|1000px]]
 
[[File:Dashboard 2.png|border|1000px]]
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=='''Finances'''==
 
=='''Finances'''==
  
Here you can see your Finances situation: not invoiced receivables and payables, unpaid invoices, etc:
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Here you can see your Finances situation: projects without entered receivables, jobs without payables, missing POs, overdue invoices etc.
  
 
[[File:Dashboard 3.png|border|1000px]]
 
[[File:Dashboard 3.png|border|1000px]]
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=='''Projects Gantt chart'''==
 
=='''Projects Gantt chart'''==
  
Here you can see the chart with all your projects.  
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Here you can see visualized projects timeline.
  
 
You can specify the Project manager and apply the needed filters:
 
You can specify the Project manager and apply the needed filters:
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=='''Jobs Gantt chart'''==
 
=='''Jobs Gantt chart'''==
  
Here you can see the chart with all your jobs.
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Here you can see visualized jobs timeline.
  
You can specify the Project manager and apply the needed filters:
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You can apply the needed filters:
  
[[File:Filters job chart.png|border|1000px]]
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[[File:Dashboard enterprise acc1.png|border|1000px]]
  
 
If you move the cursor on the bar, you will see the job details:
 
If you move the cursor on the bar, you will see the job details:
  
[[File:Jobs gannttt chartt.png|border|1000px]]
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[[File:Dashboard enterprise acc2.png|border|1000px]]
  
 
You can open the necessary job page by clicking on the job bar.
 
You can open the necessary job page by clicking on the job bar.
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[[File:Redirect.jpg|40px|link=Dashboard]] Back to the '''table of contents'''.

Latest revision as of 11:13, 2 September 2022

On the Dashboard you have 4 pages accumulating the data on projects, jobs and finances.

Dashboard.png

Projects

Here you can see how many projects and jobs you have in each status.

Clicking on the numbers the list of corresponding projects/jobs will be opened.

Dashboard 2.png

Finances

Here you can see your Finances situation: projects without entered receivables, jobs without payables, missing POs, overdue invoices etc.

Dashboard 3.png

Dashboard 4.png

Projects Gantt chart

Here you can see visualized projects timeline.

You can specify the Project manager and apply the needed filters:

Filter project chart.png

If you move the cursor on the bar, you will see the project details:

Project details chart.png

Active Projects.png

You can open the necessary project page by clicking on the project bar.

Jobs Gantt chart

Here you can see visualized jobs timeline.

You can apply the needed filters:

Dashboard enterprise acc1.png

If you move the cursor on the bar, you will see the job details:

Dashboard enterprise acc2.png

You can open the necessary job page by clicking on the job bar.

Redirect.jpg Back to the table of contents.