Predefined Dashparts
Use predefined dashparts as a baseline for dashparts that you need to create.
Predefined dashparts are table or chart dashparts that you can use when creating dashboards and dashparts in Dashboard Designer. You can edit a predefined dashpart and use it as a starting point or baseline for a dashpart. You can add or remove columns, and change the column order and dashpart base as you would normally do for a table dashpart.
If your company uses multiple currencies, edit the chart or table dashparts and define a presentation currency for the dashpart to correctly display.
Dashboard Designer provides the following predefined or pre-made dashparts:
Field | Description |
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My Utilization this Quarter | This dashpart is available if the PSA and Accounting modules are activated.
Use this dashpart to display a pie chart with the direct and indirect hours that the logged in employee spent working in projects for the current quarter. A legend is displayed at the bottom of the pie chart. |
My Indirect Time Analysis this Quarter | This dashpart is available if the PSA and Accounting modules are activated.
Use this dashpart to display a column chart with the time analysis information of the logged in employee's indirect hours spent in projects for the current quarter. |
Employee Utilization this Year | This dashpart is available if the PSA and Accounting modules are activated.
Use this dashpart to display a pie chart with the direct and indirect hours spent on projects of active employees for the current year. A legend is displayed at the bottom of the pie chart. |
Employee Indirect Time Analysis this Year | This dashpart is available if the PSA and Accounting modules are activated.
Use this dashpart to display a column chart with the time analysis information and the indirect hours spent for projects of active employees for the current year. |
Employee Utilization this Year by Supervisor | This dashpart is available if the PSA and Accounting modules are activated.
Use this dashpart to display a column chart with direct and indirect hours spent of projects of active supervisors for the current year. The columns for direct and indirect hours are displayed with column stacking to help compare the metrics in the columns of the chart, and a chart legend is displays at the bottom of the column chart. |
Employee Time Analysis This Year | This dashpart is available if the PSA and Accounting modules are activated.
Use this dashpart to display a table with the time analysis metrics of active supervisors for the current year. The dashpart displays with the following columns:
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Billing Review | Use this dashpart to display a table with billing information for review of active employees that are associated to projects with a regular charge type at project level, and are approved for use in processing at the project level. This dashpart displays the following columns:
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Billing Terms Review | Use this dashpart to display a table with billing terms for review of active employees that are associated to projects with a regular charge type at project level, and are approved for use in processing at the project level. As an additional setting, compensation values are highlighted in blue to represent the differences between compensation and fee amounts within billing terms.
This dashpart displays the following columns:
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Billed Plus Unbilled vs Contract | Use this dashpart to display a column chart with information on billed and unbilled amounts that are compared to the contract amount for projects that you are associated with. Column stacking is used to help compare the metrics in the columns of the chart, and a legend is displayed at the bottom of the chart.
This column chart dashpart displays the following columns:
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Unbilled Aging |
Use this dashpart to display a table with information on outstanding accounts receivables for your projects. This dashpart displays the following columns:
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Draft Invoice Review | Use this dashpart to display a table with draft invoices of active employees that are associated to projects with a regular charge type at project level, and are approved for use in processing at the project level.
This dashpart displays the following columns:
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AR Aging | Use this dashpart based on a favorite report to display Accounts Receivable and AR Aged totals. This dashpart is available if:
This dashpart displays a column chart with the following information:
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Utilization | This dashpart is available if:
Use this dashpart to display YTD direct labor/total labor for hours grouped by labor category. |
Key Financial Metrics | This dashpart is available if:
Use this favorite report dashpart to view key financial metrics for your firm. This dashpart displays the following columns:
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My Active Pursuits | This dashpart is available if CRM is activated and displays information on pursuits where you are a team member with the Stage Step status of In Pursuit. This dashpart displays a table with the following columns:
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My Active Projects | Use this dashpart to view information about active projects where you are a team member. This dashpart displays a table with the following columns:
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Cash Management Trend Analysis | This dashpart is available if:
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Total Revenue and Labor Cost Trends | This dashpart is available if:
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Current Account Balances | This dashpart is available if:
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My Projects where I'm Principal | Use this dashpart to view information for projects where employee logged in is assigned as Principal on the project. This dashpart displays a table with the following columns:
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Project Revenue | This dashpart is available when you have the Accounting module activated.
Use this dashpart to view total revenue and revenue broken down by the last 6 fiscal periods. This dashpart displays a table with the following columns:
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Top 10 Clients - Receivables | This dashpart is available when you have the Accounting module activated.
Use this dashpart to view the top 10 clients with the most amount of AR outstanding on a project. This dashpart displays a bar chart with the following columns:
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Project Receivables by Client | This dashpart is available when you have the Accounting module activated.
Use this dashpart to view the outstanding receivables for each client by AR amount. This dashpart displays a table with the following columns:
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Top 10 Projects - Profit % | This dashpart is available when you have the Accounting module activated.
Use this dashpart to view the top projects by profit %. If your company uses multiple currencies, edit this dashpart and assign a presentation currency for the chart to display correctly. This dashpart displays a bar chart with the following columns:
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Bottom 5 Projects - Profit % | This dashpart is available when you have the Accounting module activated.
Use this dashpart to view the bottom 5 projects by profit %. If your company uses multiple currencies, edit this dashpart and assign a presentation currency for the chart to display correctly. This dashpart displays a bar chart with the following columns:
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Project Profit | This dashpart is available when you have the Accounting module activated.
Use this dashpart to view projects that are under performing. Underperforming projects that have a profit percentage below 10% are displayed with a red color. This dashpart displays a table with the following columns:
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Projects Approaching Completion | This dashpart is available when you have the Accounting module activated.
Use this dashpart to view high level financials on your projects that are approaching completion. This dashpart displays a table with the following columns:
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Profit & Loss Accounts Last 6 Periods | This dashpart is available when you have the Accounting module activated.
Use this dashpart to view the activity in your P&L accounts for the last 6 fiscal periods. This dashpart displays a table with the following columns:
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Project Snapshot - My Projects | This dashpart is available when you have the Accounting module activated.
Use this dashpart to display an overall view of the health of project you manage based on activity to date. If your company uses multiple currencies, edit this dashpart and assign a presentation currency for the chart to display correctly. This dashpart displays a bar chart with the following columns:
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Project Remaining | This dashpart is available when you have the Accounting module activated.
Use this dashpart to display an overall view of what is available to finish the project based on activity to date for the projects that you manage. If your company uses multiple currencies, edit this dashpart and assign a presentation currency for the chart to display correctly. This dashpart displays a bar chart with the following columns:
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My Project Snapshot | This dashpart is available when you have the Accounting module activated.
Use this dashpart to view a financial overview of projects you manage. This displays a table with the following columns:
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Profit & Revenue - My Projects | This dashpart is available when you have the Accounting module activated.
Use this dashpart to view the profit and revenue for the projects you manage. If your company uses multiple currencies, edit this dashpart and assign a presentation currency for the chart to display correctly. This dashpart displays a column chart with the following columns:
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Project Profit - My Projects | This dashpart is available when you have the Accounting module activated.
Use this dashpart to view projects you are managing that are under performing. Underperforming projects that have a profit percentage below 10% are displayed with a red color. This dashpart displays a table with the following columns:
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Client AR - My Projects | This dashpart is available when you have the Accounting module activated.
Use this dashpart to view AR Outstanding for each client associated with projects you manage. This dashpart displays a bar chart with the following columns:
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My Project List | This dashpart is available when you have the Accounting module activated.
Use this dashpart to view a list of projects that you manage. This dashpart displays a table with the following columns:
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Weighted and Estimated Fee by Stage | This dashpart is available when you have the CRM module activated.
Use this dashpart to view active pursuits weighted and estimated fee grouped by stage. If your company uses multiple currencies, edit this dashpart and assign a presentation currency for the chart to display correctly. This dashpart displays a column chart with the following columns:
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Weighted and Estimated Fee by Stage - Detail | This dashpart is available when you have the CRM module activated.
Use this dashpart to view a list of In Pursuit Projects with estimated and weighted fee information. This dashpart displays a table with the following columns:
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Weighted Fee by Project Type | This dashpart is available when you have the CRM module activated.
Use this dashpart to view weighted fees grouped by project type in a pie chart. If your company uses multiple currencies, edit this dashpart and assign a presentation currency for the chart to display correctly. This dashpart displays a pie chart with the following information:
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Top 10 Pursuits by Weighted Fee | This dashpart is available when you have the CRM module activated.
Use this dashpart to view your top 10 pursuits based on the highest weighted fee. If your company uses multiple currencies, edit this dashpart and assign a presentation currency for the chart to display correctly. This dashpart displays a bar chart with the following information:
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Top 10 Pursuit Clients - pursuits by Weighted Fee | This dashpart is available when you have the CRM module activated.
Use this dashpart to view your top 10 Pursuit clients based on the highest weighted fee. If your company uses multiple currencies, edit this dashpart and assign a presentation currency for the chart to display correctly. This dashpart displays a bar chart with the following information:
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Pursuit by Probability | This dashpart is available when you have the CRM module activated.
Use this dashpart to view the value of your weighted and estimated fee by probability. If your company uses multiple currencies, edit this dashpart and assign a presentation currency for the chart to display correctly. This dashpart displays a bar chart with the following information:
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Pursuit by Probability - Detail | This dashpart is available when you have the CRM module activated.
Use this dashpart to view project information for your weighted and estimated fee by probability. This dashpart displays a table with the following column:
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Pursuits Won vs Lost Last Quarter | This dashpart is available when you have the CRM module activated.
Use this dashpart to view the estimated fee won or lost last quarter grouped by stage. If your company uses multiple currencies, edit this dashpart and assign a presentation currency for the chart to display correctly. This dashpart displays a column chart with the following information:
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Hit Rate by BD Lead Last Quarter | This dashpart is available when you have the CRM module activated.
Use this dashpart to view the success of your BD Leads last quarter. If your company uses multiple currencies, edit this dashpart and assign a presentation currency for the chart to display correctly. This dashpart displays a bar chart with the following information:
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Hit Rate by Project Type | This dashpart is available when you have the CRM module activated.
Use this dashpart to view the pursuits won or lost last quarter by project type. If your company uses multiple currencies, edit this dashpart and assign a presentation currency for the chart to display correctly. This dashpart displays a column chart with the following information:
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Won/Lost by Reason | This dashpart is available when you have the CRM module activated.
Use this dashpart to view the pursuits won or lost last quarter by won/lost reason. If your company uses multiple currencies, edit this dashpart and assign a presentation currency for the chart to display correctly. This dashpart displays a column chart with the following information:
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Pursuits Won & Lost Last Quarter | This dashpart is available when you have the CRM module activated.
Use this dashpart to view the details of pursuits won or lost last quarter. If your company uses multiple currencies, edit this dashpart and assign a presentation currency for the chart to display correctly. This dashpart displays a table with the following columns:
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Bottom 5 Pursuits - Weighted Fee | This dashpart is available when you have the CRM module activated.
Use this dashpart to view your bottom 5 pursuits based on weighted fee. If your company uses multiple currencies, edit this dashpart and assign a presentation currency for the chart to display correctly. This dashpart displays a bar chart with the following information:
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Ajera CRM Budget & Revenue | This dashpart is available when you have the CRM module activated.
Use this dashpart to display information on the projects that are synched to Ajera. This dashpart displays a table with the following columns:
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Ajera CRM - Cost | This dashpart is available when you have the CRM module activated.
Use this dashpart to view the cost totals of your projects that sync to Ajera. This dashpart displays a table with the following columns:
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Ajera CRM - Spent | This dashpart is available when you have the CRM module activated.
Use this dashpart to view the spent totals of your projects that sync to Ajera. This dashpart displays a table with the following columns:
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Ajera CRM - Billed | This dashpart is available when you have the CRM module activated.
Use this dashpart to view the billed totals of your projects that sync to Ajera. This dashpart displays a table with the following columns:
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Ajera CRM - WIP | This dashpart is available when you have the CRM module activated.
Use this dashpart to view the WIP totals of your projects that sync to Ajera. This dashpart displays a table with the following columns:
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Ajera CRM - Received | This dashpart is available when you have the CRM module activated.
Use this dashpart to view the received totals of your projects that sync to Ajera. This dashpart displays a table with the following columns:
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Project Financials at Cost | This dashpart is available when you have the Accounting module activated.
This dashpart displays the following information:
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Project Profit % | This dashpart displays the following information:
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AR - Top 10 Outstanding by Client | This dashpart is available if:
Use this dashpart to display the AR - top 10 Outstanding by Client favorite report that is based on the Outstanding AR by Client report with specific settings to display the top 10 clients based on the accounts receivables. The report displays as a graph with the following information:
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Bottom 5 Clients Revenue | This dashpart is available if:
This dashpart displays the Bottom 5 Clients Revenue favorite report. The report displays a bar graph of the bottom 5 clients with for revenue by client with the following information:
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Top 5 Clients Revenue | This dashpart is available if:
This dashpart displays the Top 5 Clients Revenue favorite report. The report displays a bar graph of the top 5 clients with for revenue by client with the following information:
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Employee Utilization YTD by Labor Category | This dashpart is available if:
This dashpart displays the Employee Utilization YTD by Labor Category report that is based on the Time Analysis report with specific settings. The following employee utilization information is displayed:
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