Zoho Projects Project Dashboard

Dashboard in a project shows important progress indicators, graphs, statistics, and other key performance indicators to quickly understand where the project stands.

Benefits

  • View summary of work items in the project
  • Check progress of your project
  • Edit project details
  • View summary charts

Widgets

The widgets showcase the status of the team in the best possible way. You can reposition widgets, change the chart type, and access data quickly in the dashboard. You need permission to view the respective module to view the widgets on the dashboard.

Project Progress

You can view progress of your project from the project dashboard. Progress is shown as a percentage in the top left corner.

  1. Based on completed task and issue count – Progress is calculated as a percentage of completed tasks and bugs. ([no. of completed tasks + no of completed bugs]*100/total no of tasks and bugs in the project)
  2. Based on task percentage completion – Progress is calculated as a percentage of total count of tasks at each level of percentage completion and completed bugs. ([no. of tasks at 1% completion * 1 + no. of tasks at 2% completion * 2 + no. of tasks at 3% completion * 3 + …… + no. of tasks at 100% completion * 100 + no. of completed issues*100]/total no. of tasks and bugs).

Progress of Work Items

The widgets – Task Status, Issue Status, and Milestone Status show how many work items are closed and how many are open.

Performance Indicators

  • Team Status – It displays the count of the overdue and open work items for every user in the team. It also displays the number of tasks or bugs to be addressed by the user on the current day.
  • Top 5 Go-getters – The users with the maximum number of closed tasks are listed in this widget.
  • Top 5 Issue fixers – The users with the maximum number of closed issues are listed in this widget.

Reports and Summary Charts

  • Task Progress Chart – Get the task count against a specific completion percentage from the graph. Hover over any shaded part in the graph to get the exact task count against a completion percentage.
  • Weekly Digest – Get the status of the tasks, task lists, milestones, and bugs in the current week from this widget. Select a week from the drop-down to view its status. You can also select a different view from the lot in the upper right part of the widget.
  • Budget Status – Track the budget and ensure whether the team is on track. You can also measure the team’s productivity with the help of the Planned vs Actual section.
  • Timesheet Summary – Track the billable and non-billable hours that are logged by the team

Pipeline Work Item Indicators

  • Today’s Work Items – Get the list of the work items that are scheduled for the current day.
  • Overdue Work Items – Get the list of the work items that are incomplete and have gone past the due date.
  • Upcoming Events – View the events that are scheduled for the current week.

Manage Project Details

From the dashboard, you can also edit the project description, information, and also add additional fields. 

  1. Click Projects in the left navigation panel and navigate to your project.

  2. Click Dashboard from the top panel.

  3. Navigate to Details tab and edit the project.

 

Manage Notifications

Stay up to date in the project with the help of notifications. Click   in the top band and view the latest updates in the project. You can also navigate to a specific work item from the notification panel itself.

Email Project Management

Zoho Projects now support email based management. Now you can easily manage your projects with email

  • Click Projects in the left navigation panel and navigate to your project.
  • Click Dashboard from the top panel.
  • Navigate to Details tab and click in the upper-right corner.
  • Click Email Alias.