Project Manager Sample – Project AR Performance Dashboard

The Project Manager Sample - Project AR performance dashboard contains the Accounts Receivable by Project chart. Each stacked bar represents the total current AR balance for a project, and each segment of the stacked bar represents the AR balance for an AR aging category.

Accounts Receivable by Project Chart

The Accounts Receivable by Project chart illustrates how you can use multiple measures on the same chart.

Characteristic	Description
Chart Type	Stacked bar chart
Measures	AR Balance 0-30 AR Balance 31-45 AR Balance 46-60 AR Balance 61-90 AR Balance 91-120 AR Balance Over 120
Drill Down	From higher levels of the work breakdown structure to lower levels

Automatic Filter

Vision automatically filters the data to only include projects for which the project manager assigned to the project is the current Vision user. If the user is not linked to an employee in Vision, this filter cannot be applied, so the dashboard includes data for all projects.

Filter Options

You can filter the data for this dashboard based on either or both of the following:

• Project type
• Project billing client