Navigating the Executive Dashboard

The Executive Dashboard in SmartPM gives you a high-level view of the health, performance, and scheduling of your projects. It aggregates data across your portfolio, visualizes key metrics, and allows for flexible layout.

To access the Executive Dashboard, click the world icon on the far right of your SmartPM window. When you first access the Executive Dashboard, SmartPM will prompt you with two questions to help customize your experience. First, you will be asked what your role is. The available roles are:

• Corporate Executive
• Project Executive
• Schedule Manager
• Operations manager
• Site Team: Scheduler
• Site Team: Non-Scheduler
• Consultant: Scheduler
• Consultant: Portfolio Manager

Once your role is selected, you will then be asked how you want to group your data- whether by region, scheduler, sector, project type, or district manager. You can select as many as you’d like. Then, click save. 

If you need to change your role, click the Customize button at the top right of the screen and click the red Reset button.

Key Features of the Executive Dashboard:

• Displays a series of cards with metrics such as project counts, schedule quality, SPI, project health.
• Supports multiple views/layouts depending on role or preference.
• Cards can be customized: shown/hidden, reordered, and resized to suit individual needs.
• Filters or metadata cards allow narrowing down projects based on various attributes.

Setting Up and Customizing the Dashboard

After the initial set up, if you’d like to customize your Executive Dashboard, click the customize button on the top of the screen. From there, you can:

• Hide cards from the dashboard by clicking the eye on the card you would like to hide. You can unhide it by scrolling to the bottom of the board and clicking the eye icon. 
• Move the placement of the cards by clicking and dragging the right bottom corner icon. 
• Resize the cards using the arrows on either side of the card