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Portfolio Dashboards

 

Portfolio Dashboards Added to DreamTeam

 

9 new Portfolio Dashboards have been added to DreamTeam adding the ability to review your project data from a Global perspective in addition to the existing DreamTeam Reports.

These nine new portfolio dashboards include the following:

 

Project Completion

Project Schedule

Project Revenue

Project cost

Project Profit

Project Hours

Issue Status

Risk Status

Action Items Status

 

The dashboard allows users to view data by clicking on specific projects.  All results are displayed in the table at the bottom of the dashboard.  Hold the control key to select multiple projects.

 

Click here to access the Release Notes for this feature enhancement.

 

Project Completion – This report displays the completion percentage for your entire portfolio.

 

  

 

Project Schedule – This report displays the project schedule for your portfolio.  Green indicates that the project is ahead of schedule. Yellow indicates that the project is either a little ahead or a little behind schedule. While red indicates that the project is behind schedule.

 

 

  

Project Revenue – This report displays the planned revenue and actual revenue for your entire portfolio. Blue displays Planned Revenue.  Red displays Actual Revenue.

 

 

 

Project Cost – This report displays the planned cost and actual cost for your entire portfolio. Blue displays Planned Cost.  Red displays Actual Cost. 

 

 

 

 Project Profit – This report displays the planned profit and actual profit for your entire portfolio. Blue displays Planned Profit.  Red displays Actual Profit.

 

  

 

Project Hours – This report displays the planned and actual hours for your entire portfolio. Planned hours are calculated from task duration on the Gantt chart, while actual hours are calculated based on time entered into the Time & Expense module. Blue displays Planned Hours.  Red displays Actual Hours.  

 

 

  

Issue Status – This report displays the status of the issues for your entire portfolio.  Green means that the issue has been resolved.  Yellow means that the issue is in process. Red means that the issue has not started as of yet. 

 

 

 

Risk Status – This report displays the status for the risks for your entire portfolio. Green means that the issue has been resolved.  Yellow means that the issue is in process. Red means that the issue has not started as of yet.

 

   

Action Item Status – This report displays the status of the action items for your entire portfolio. Green means that the issue has been resolved.  Yellow means that the issue is in process. Red means that the issue has not started as of yet.