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]]
 
  
 
=='''Projects'''==
 
=='''Projects'''==
  
Here you can see the number of your active Projects and Jobs:
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here you can see how many projects and jobs you have in each status. Clicking on the number opens the list of corresponding projects/jobs.
  
 
[[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.
+
Here you can see visualized jobs timeline.
  
 
You can specify the Project manager and apply the needed filters:
 
You can specify the Project manager and apply the needed filters:

Revision as of 15:08, 17 February 2021

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 number opens the list of corresponding projects/jobs.

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 specify the Project manager and apply the needed filters:

1000px

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

1000px

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