Dashboard

You can view all the dashboard components specific to a project from this section.

Get a detailed look at the dashboard component separately by clicking

at the bottom-right corner of the component. Click the dashboard component to view the data behind it.

Access project dashboard

Go to the Projects module.
Select the respective project.
Click Dashboard.

Dashboard components

View all dashboard components specific to the project in this section. Click

at the top right of a widget to change the chart type. You can change the chart type to a pie chart, donut chart, or bar chart based on your requirement.

Get a detailed look at the dashboard component separately by clicking

at the bottom right corner of the component. Tap on the component to view the data behind it.

Dashboard components in Zoho Projects help track the progress of work, show the performance of users, analyze work items, and display reports and summary charts.

Below are the dashboard components categorized based on their usability:

Progress of work items

The dashboard components Task Status, Issue Status, and Milestone Status help track the progress of work items.

Task Status

Click Task Status to view the status in detail.
Click the icon to access different chart views (Bar Chart, Pie Chart, and Donut Chart). Choose a chart view as per your preference.
Click on a status to view the tasks associated with that status.

Issue Status

Click Issue Status to view the status in detail.
Click the icon to access different chart views. Choose the desired chart view that suits your requirements.
Click any status from the chart to view the issues associated with that status.

Phase Status

Click Phase Status to view the status in detail.
Click the icon to access different chart views. Choose the desired chart view that suits your requirements.
Click any status from the chart to view the phases associated with that status.

Task - Planned vs. actual

This component displays the planned task hours vs. the actual task hours. It also displays the remaining hours in graphical bar representation.

Performance indicators

Get an idea of user performance with this dashboard component.

Select Projects.
Go to a project and select Dashboard.
Click Top 5 Go-Getters to view the users who have closed the maximum number of tasks.
Click Top 5 Issue Fixers to view the users who have closed the maximum number of issues.
Scroll down and click Team Status to view the count of open and overdue work items for each user on the team.

Pipeline work item indicators

Today's work items

All work items scheduled for the day will be available in the Today's Work Items section.

Overdue work items

All work items that have exceeded the due date will be listed in the Overdue Work Items section.

Upcoming events

The Upcoming Events section will display the events that are planned for the coming days.

Reports and summary charts

Timesheet summary

View the logged billable and non-billable hours by team under the Timesheet Summary component.

You can also choose a different chart view by clicking the

icon at the top-right corner of the component.

Task progress chart

View the task progress with this chart. You can also view the task count for specific completion percentages.

Choose a different chart view by clicking the

icon at the top-right corner of the widget.

Weekly digest

Access a summary of tasks, task lists, milestones, and issues specifically for the current week with this report.

You can also choose a different chart view by clicking the

icon at the top-right corner of the widget.

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