The job of this console
See what you are on, or switch to overview for health across the register. Drill into list, board, or a project — do not edit charts as data.
Project · Dashboard
Project Dashboard
Two perspectives: My projects for personal execution and Manager overview for portfolio-level decision making.
Personal and manager-level delivery analytics with lens switching and team scope controls.
Two delivery perspectives
My execution, then the portfolio glance
Project dashboard has two perspectives: My projects for personal execution and Manager overview for portfolio-level decision making. Both read the project register — they do not keep a second portfolio table.
Projects → Dashboard
Route
/project/dashboard
Contributor (my) · Project Manager / Executive (overview)
Seat at the table
Everyone with project access gets a personal slice. Overview is for managers, resource, finance, and executives as persona allows.
The working rhythm
Open dashboard, read the active perspective, follow a card into list or details, act on the project, return.
Moments that bring you here
Monday planning. An executive asking for red projects. After a new PO. Not for timesheet hours — that is People → Timesheets.
ⓘ
Views of Project
Correct status and dates on the project and its tasks. The dashboard will follow.
Overview
Project → Dashboard is the analytics-first entry point for delivery teams. It combines KPI cards and chart panels for portfolio health.
Screen layout
Top: Header with tab/lens controls.
Body: Responsive analytics cards and charts.
Manager view: Team selector and lens switches (Executive/Delivery/Finance).
Header & filters
Period: 1M · 6M · 1Y · YTD · ALL
Filter: All · Active · Overdue · At risk · Completed
Lens: Executive · Delivery · Finance
Team scope: Multi-team selector (permission-based)
Summary & charts
The Lux summary strip at the top of this screen is collapsible. Expand it to reveal KPI tiles and chart panels; collapse it for a wider register. All charts respect your active filters (SHOW preset, team scope, date range, text search).
Period, filter, lens, and team scope drive all panels below.
◆ Emerald Luxury UI theme · chart data refreshes when filters change
My projects tab
Workload trend
LineWhen to act: Decline new assignments if overloaded
Performance radar
When to act: Focus on lowest radar axis
Status donuts
DonutWhen to act: Open at-risk projects first
Estimate variance bars
When to act: Update estimates on overrun projects
Portfolio treemap
TreemapWhen to act: Rebalance if one tile dominates
Estimate vs completion bubble
When to act: Finish nearly-complete projects
Manager overview tab
Portfolio KPI cards
KPI tilesWhen to act: Click KPI to drill into list
Risk scatter
When to act: Open flagged projects
Throughput views
When to act: Investigate throughput drops
Velocity lines
LineWhen to act: Adjust WIP if velocity falls
Deadline heatmap
HeatmapWhen to act: Spread deadlines or add resources
Lens switch: Executive · Delivery · Finance reshapes manager chart set. KPI cards may deep-link to Project List with filters applied.
Main content & actions
Use KPI cards and chart interactions to identify bottlenecks, then drill into the Project List for filtered operational records.
Complete feature list
Every control, panel, and workflow on this screen.
- ✓Luxury UI shellEmerald-themed glass cards, sticky gradient header, module sidebar, and responsive layout.
- ✓Documentation searchHeader search indexes all guide pages (docs site).
- ✓Collapsible summary stripKPI row and chart gallery above the register; expand/collapse persists in browser storage.
- ✓Portfolio KPIsActive projects, overdue, billable hours in summary strip.
- ✓My vs team viewsScope toggle for personal vs org portfolio.
- ✓Quick linksJump to project list, taskboard, capacity.
- ✓Trend chartsCreation and completion trends over time.
Before you start
ℹ️
Filter discipline
Set team scope once per session — all summary charts inherit it.
💡
Executive readout
Collapse strip to KPI tiles only for screenshot-friendly status emails.
Who uses this screen
Portfolio managers and PMs monitoring active project counts, overdue work, and billable hours trends. Individual contributors may see a scoped My view.
ℹ️
Portfolio pulse check
Open Monday morning before standups — KPI tiles and trend charts reflect active header filters.
Key concepts
Portfolio KPIs
Active projects, overdue count, billable hours in summary strip tiles.
My vs team views
Toggle personal assigned work vs org portfolio scope.
Trend charts
Project creation and completion over six months.
Quick links
Jump to project list, taskboard, capacity from dashboard widgets.
Filter inheritance
Team and date filters on header apply to all dashboard charts.
Permissions
| Role | Access on this screen |
|---|---|
| Individual contributor | My view only — assigned projects and personal overdue tasks. |
| Project manager | Team-scoped portfolio KPIs and trends. |
| Portfolio manager | Full org or multi-team dashboard. |
| Executive | Read-only KPIs without create actions. |
📝
Administrator override
Org administrators and service accounts configured in the Admin console may bypass row-level scopes shown above. When in doubt, confirm access with your Tracopus administrator.
Controls reference
| Control | Description | Notes |
|---|---|---|
| My / Team toggle | Switch portfolio scope. | Persists per session. |
| Summary strip | KPI tiles + trend charts. | Expand/collapse. |
| Team filter | Org unit scope. | Required for fair comparisons. |
| Quick link: Project List | Jump to register. | — |
| Quick link: Taskboard | Jump to kanban. | — |
| Quick link: Capacity | Jump to team capacity. | — |
| Date range | Scope trends. | If shown on header. |
Common mistakes
⚠️
Reading KPIs without team filter
Blended org numbers hide struggling teams — scope first.
⚠️
Ignoring overdue tile
Small overdue count still blocks client milestones — drill to project list.
⚠️
Dashboard only, never taskboard
KPIs lag — taskboard shows today's actionable cards.
FAQ
Does dashboard create projects?
No — read-only analytics; use Project List CREATE.
How often do charts refresh?
On filter change and page load — not real-time websocket.
Billable hours source?
HRMS timesheet entries linked to projects.
Can I export dashboard?
Use Reports module for exportable datasets.
Workflows
Personal review
Open My projects tab and inspect workload trend + variance panels.
Manager review
Switch to Manager overview → pick lens and team scope → flag at-risk projects.
Tips & best practices
Tip: Certain KPI cards pre-seed list filters and open Project List directly for follow-up action.
More guidance
💡
Remember
Active projects, overdue count, billable hours in summary strip tiles.
ℹ️
Does dashboard create projects?
No — read-only analytics; use Project List CREATE.