Viewing Data on the Dashboard Tab Overview

On the Dashboard tab you can see an overview of project data. Select dashparts to include on the Dashboard tab, to view details about the current project. Each dashpart links to a specific area in Navigator or in Vision. If you are using Internet Explorer, click a link for immediate access to the dashpart's data.

Select Dashparts to Display
Use dashparts to review detailed data for the current project on the Vision Navigator Dashboard. You can select one to four dashparts to display.
Focus On a Dashpart
After you select one or more dashparts to display on the Dashboard, you can focus on a single dashpart to expand its view.
Dashboard Tab Fields
The Dashboard tab provides a custom view of the top level of your project data. Fields at the top of the tab display project data, such as the project name, number, and contract amount. Click the Refresh option to refresh project data at any time.
Aged Accounts Receivable Dashpart
Use the Aged Accounts Receivable dashpart to view your posted Accounts Receivable data for the current project. This includes the total amount billed, paid and unpaid balances, outstanding retainage, and the length of time that the receivables have been outstanding.
Aged Unbilled Labor Dashpart
Use the Aged Unbilled Labor dashpart to view an assessment of the labor amounts for the project. This includes billed and unbilled amounts, as well as an aging chart to display the period of time that the amounts have been outstanding. If you are using Internet Explorer, click the dashpart title link to open Project Review in Vision. If your firm uses Vision Multicurrency, the currency amounts display in the project's billing currency.
Labor Plan Summary Dashpart
Use the Labor Plan Summary dashpart to view a summary of the planned and baseline hours with the estimate-to-complete (ETC) information. You can then compare this information to the actual contract amount to analyze the project's status.
Labor Plan Timeline Dashpart
Use the Labor Plan Timeline dashpart to view the cumulative planned and actual labor amounts, and compare them to the contract amount that was earned through the current date. This is helpful when you want to analyze the accuracy of original forecasts and improve future planning efforts.

Parent topic: Vision Navigator Overview