There are two different Dashboard Card Layout Views
The two views available are are High Level Metrics and Detailed Metrics for the different personas.
High Level Metrics
High level metrics are designed for the following Personas:
- Corporate Executive
- Project Executive
- Site Team: Non-Scheduler
- Consultant: Portfolio Manager
High level metrics include the following cards:
- Executive Progress
- Projects
- [Metadata Filter Cards]
- Avg. Project Health Index™ Over Time
- Current Project Health Index™
- Lowest Project Health Index™
- Avg. Schedule Quality Grade™ Over Time
- Current Schedule Quality Grade™ Risk
- Lowest Schedule Quality Grade™
- Avg. SPI Over Time
- Current SPI
- Lowest SPI
- Avg. Schedule Compression Index™ Over Time
- Current Schedule Compression Index™
- Highest Schedule Compression Index™
Detailed Metrics
Detailed Metrics are displayed for the following personas:
- Schedule Manager
- Operations Manager
- Site Team: Scheduler
- Consultant: Scheduler
Detailed metrics include the following cards:
- Executive Progress
- Projects
- [Metadata Filter Cards]
- Avg. Project Health Index™ Over Time
- Current Project Health Index™
- Lowest Project Health Index™
- Avg. Schedule Quality Grade™ Over Time
- Current Schedule Quality Grade™ Risk
- Lowest Schedule Quality Grade™
- Avg. SPI Over Time
- Current SPI
- Lowest SPI
- Avg. Schedule Compression Index™ Over Time
- Current Schedule Compression Index™
- Highest Schedule Compression Index™
- Most Penalized
- Avg. Missing Logic Over Time
- Avg. Activity Total Float Over Time
Customizing the Card Layout in the Executive Dashboard
Once you are loaded into the executive dashboard, you have the ability to customize your dashboard. This includes choosing which cards are included, the size of the cards, and the placement of the cards in the dashboard
-You will want to start by clicking the 'Customize' option at the top of the dashboard-
-You can then hide cards from the dashboard view by clicking the eye icon on the cards. Once you hide the card, it will automatically drop to the bottom of the dashboard cards, where you can unhide the card at any time-
-You can move the placement of the cards by clicking and dragging the right-bottom corner icon-
-You can also change the size of the cards with the arrows on either side of the cards-
