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