Overview
If you are in a RepIO workspace, you will have access to a Project Dashboard feature. The Project Dashboard serves as the main hub for managing a project, containing a high level summary of:
Stoplight Reports for overall project status
Outstanding items pending review
Risk and Task items prioritized by level of urgency or severity
Project Financials
Project Billings / Invoices
Information on the Project Dashboard is updated in real-time based on project activity and can be shared with your client to give them instant, up to date insight into the project by simply logging into the Ingenious application.
Process
1 - Navigation Options
Project Dashboard Widgets: each functional widget can be clicked to navigate to the specific feature in the Platform (ex: Click Current Budget on the Project Financials widget to navigate to the Budget)
Quick Keys: this Project Dashboard widget is meant to connect other functionality not included in the current analytics / reporting. Choose from Project Photos, Documents, Meeting Minutes, or Reports to quickly showcase data stored within these modules within the Project.
Project Navigation Menu: searchable dropdown menu containing all Project functionality (Open the menu and select an option to navigate to that page)
2 - Stoplight Reports
Update each Stoplight Report option to Green/Yellow/Red to convey current status on the project
Financial
Schedule
Risk
Note: the Stoplight Reports are currently manual and must be adjusted by the PM
3 - Items Pending Review
Count of the items requiring action from your project team out of the total items created for each category
Outstanding Contracts
Outstanding Change Orders
Invoices for Review
Note: clicking any of these widgets will navigate you to the respective feature
4 - Outstanding Risk / Task Issues
Both widgets contain graphics displaying the count and level of urgency/severity for each item with a short list of priority items
Click an individual item to open that Risk / Task
Click See All in the widget to launch the full list of Risks / Tasks
5 - Project Financials / Contingency
The Project Budget / ACR drives both of these widgets allowing for views into:
Current Budget Total
Total Anticipated Cost
Anticipated Cost Variance to Budget
Funding Source totals and usage
Committed and Uncommitted cost totals
Contingency Funds Remaining (includes owner and contractor contingency)
Note: click inside the Project Financials widget to navigate to the Project Budget
6 - Project Billing Summary
Contains information related to the Project's Billing activity including:
Gross Total Completed & Stored amount
Total Retention amount
Net Total Completed & Stored amount
Gross Prev. Applications
Gross Current Application
Gross Balance to Complete
Paid Amount (Invoices will need to be Marked as Paid for amounts to show here)