The Project Dashboard
What each panel shows, and which sheet it reads from.
The Project Dashboard is the entry point to a project toolkit. It displays data; it doesn't hold any. Every panel reads from one of the toolkit sheets — so if a figure looks wrong, the fix is in the source sheet, not here.
Getting there: via the Project Link column in the Project Intake Sheet, or through the Project Folder in the project workspace.
Navigation
Navigation icons — links to each toolkit sheet: Project Schedule, Budget Tracker, Risk & Incident Log, Status, Closure Checklist.
Quick Links — shortcuts to related assets.
Project Overview
| Panel | Reads from |
|---|---|
| Project Information | Project Intake Sheet |
| Latest Project Status | Status sheet |
| Schedule Information | Project Plan |
| Closure Checklist Information | Closure Checklist |
| Project Status Report | Status sheet |
Schedule
| Panel | Reads from |
|---|---|
| Milestones by Status chart | Project Plan — Milestone and Status columns |
| Project Milestones report | Project Plan |
| Overdue Tasks report | Project Plan — Overdue flag |
| Upcoming Tasks (Next 10 Business Days) report | Project Plan — Due Date |
Financials
| Panel | Reads from |
|---|---|
| Budget Information | Budget Tracker |
| Budget vs Contracted vs Actuals chart | Budget Tracker — project-level rollups |
| Budget vs Contracted vs Actuals by FY chart | Budget Tracker — FY-level rollups |
If the financial charts look wrong, check the Budget Tracker hierarchy first. These read the rollup rows, so a row indented at the wrong level won't appear.
Risks & Incidents
| Panel | Reads from |
|---|---|
| Open Risks by Rating chart | Risk & Incident Log — Residual Rating, Type = Risk |
| Open Incidents by Priority chart | Risk & Incident Log — Priority, Type = Incident |
| Very High & High Risks report | Risk & Incident Log |
| High & Medium Incidents report | Risk & Incident Log |
Charts and reports both open through to the underlying sheet.
Checking a chart
If a chart looks wrong:
- Open the source sheet from the Navigation menu at the top of the dashboard
- Check the value on the relevant rows — Rating for risks, Priority for incidents
- Compare against what the chart shows
- Open the report behind the chart to see the filtered row set
Charts inherit their filters from the underlying reports. A chart showing nothing usually means a filter, not missing data.
Related articles
- The Project Plan
- The Budget Tracker
- The Risk & Incident Log
- The Status Sheet