專案概覽 Dashboard

项目仪表板可让您全面掌握项目状态。它会显示与项目关联的任务总数、工时表和计划工时等信息，以及项目里程碑、成本和收入的详细信息。在项目仪表板中，您可以创建 项目更新，以此记录项目在特定时间点的状态快照。因此，它是一项至关重要的工具，有助于实现高效的项目管理，并确保项目始终按计划推进。

使用项目仪表板

To access the project dashboard, open the Project app and hover over the desired project’s card. Then, click the (vertical ellipsis) icon and select Dashboard.

仪表板的左侧显示现有 项目更新 的列表，右侧则提供 与该项目关联的记录的详细信息，以及 里程碑、 盈利能力，以及 预算。

備註

项目仪表板上显示的信息会根据数据库中安装的应用程序而有所不同。例如，如果未安装相应的应用程序，您将无法看到有关**工时单**、**排期**或**采购订单**的信息。

汇总智能按钮

The following smart buttons are displayed on the top left of the project dashboard:

  • 任务：已完成任务（即 已完成 或 已取消 任务）的数量与所有任务的数量，格式为“已完成/总数”，以及整个项目的预计完成百分比。

  • Timesheets: the number of hours or days (depending on the Timesheets app configuration) linked to the project. This includes all timesheets, whether or not they have been validated.

  • Planned: the number of hours that have been planned for shifts in the Planning app. This includes all planned shifts, including past shifts and shifts that have not yet been published.

  • Documents: number of documents in the project’s workspace.

  • 燃尽图：点击智能按钮，即可查看一份关于项目任务随时间推移状态的 报告。

  • Timesheets and Planning: click the smart button to access a report on the project’s timesheets and shifts.

  • 其他字段，例如 销售订单、 销售订单明细、采购订单 等，表示与该项目关联的记录数量。

小訣竅

使用项目仪表板中的智能按钮，即可轻松更新项目记录。点击 工时单 验证工时表，点击 排期 创建项目计划，点击 文档 查看和验证文档等。

里程碑

This section is only visible if milestones have been created for this project. Click Add Milestone to create a new milestone. Click a milestone in the checklist to edit it, enable its checkbox to mark it as completed, or click the (trash) icon to remove it.

盈利能力

This section only applies to billable projects and provides a breakdown of project costs and revenues.

預算

If a budget has been set for the project, its status and related details are displayed in this section. Click Add Budget to create a new budget for the project.

備註

Analytic accounting must be enabled in your database’s Accounting application in order for this section to be displayed.

Project updates

Project updates allow you to take a snapshot of the project’s overall status at a given point in time, for example, during a periodic (weekly, bi-weekly, or monthly) review. This allows you to compare specific data points, note any aspects of the project that need improvement, and estimate if the project is on or off track.

To create a new project update, go to the project dashboard, click New, and fill in the following fields:

  • Status: Choose between On Track, At Risk, Off Track, On Hold, and Done. Once the status is set, a color-coded dot is displayed on the project’s Kanban card, allowing the project manager to easily identify which projects need attention.

  • Progress: Manually input the completion percentage based on the project’s progress.

  • Date and Author: These fields are automatically filled in with appropriate information based on the user who created the update and the current date.

  • Description: Use this rich-text field to gather notes. Depending on the project configuration (e.g., if the project is billable), this field may be pre-filled with current information on aspects such as profitability, budget, milestones, etc.