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)


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