The Overview page in the dashboard will display overview details of all portfolios and projects in your organization. The following summary details will be available to be viewed:

• Overall numbers of: total portfolio count, total project cost, total project income, cost variance, total active risks, total active incidents, total active issues.

• Bar charts to display the number of projects by phase and projects by owner and overall health

• A heatmap to display projects by division.

• A detailed table to view project details with start and end dates, along with project type, owner, % completion, status, health indicators.

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Figure 1.1 Dashboard – Overview

The following additional features will be available within all of the dashboard pages:

• View more details – Hover over each chart segment or a chart to view more details in a tooltip box.

• Filter details using the following options:

  • Click on a Donut chart or Bar chart segment, or any record to visually highlight only that part and filter all dashboard details based on the selection for further investigation. 

  • Select from filters provided at the top of the page to filter details displayed in the page. Filter details by portfolio, project phase, or project owner. 

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Figure 2.1 Dashboard filters

The Schedule page in the dashboard will display project schedule information, displaying the following details:

• Overall numbers of total portfolio count, overdue tasks, off track projects.

• Project types by status and projects by schedule RAG in bar charts.

• Project schedule displayed in a Gantt chart.

The Budget page in the dashboard will display project budget information, displaying the following details:

• Overall numbers of total expenditure, total income, cost variance.

• Project by budget RAG and project cost flow in bar charts.

• Budget by expenditure budget lines and budget by income budget lines in donut charts.

• Table with details of portfolio and project details, including project owner, budget year and type, annual budget, budget and actual YTD, variance value and %, budget RAG.

The Risk page in the dashboard will display risk details related to projects, displaying the following details:

• Overall numbers of projects with risks, high & extreme risks, overdue risks.

• Risks by business grouping in a heatmap.

• Risks by inherent rating, risks by residual rating, risks by target rating in donut charts.

• Risks by responsible officer in a bar chart.

• Project risk details in a table with risk title, responsible officer, next review date, risk ratings.

The Incident page in the dashboard will display incident details related to projects, displaying the following details:

• Overall numbers of projects with incidents, total incidents count, total open incidents, total closed incidents.

• Incidents by status and incidents by type in donut charts.

• Incidents by responsible officer in a bar chart.

• Project risk details in a table with incident title, responsible officer, reported date, status.