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Management Dashboards in Project Management Software

  • Roll up all project information in a dashboard view
  • Customizable reports
  • Shared reports
  • Project summary view with planned value and earned value calculations

Management Dashboard Reports

Project Insight has hundreds of permutations of reports. Any project team member can select from over 50 reports in the My Reports menu. All reports have dozens of data fields to select from as well. A team member can open the 'push pins' and select the specific data s/he would like to add to the report.

Once an ideal report has been selected, the team member can save that report for subsequent use. The saved report will appear on the team member's My Reports page and is available to be run at any point in time. The process is simple!

All reports are permissions based, meaning that team members will only be able to report on projects they have permissions to. Furthermore, team members can only use filters that they have corresponding permission to view. For example, only project managers and above can view budget information on project reports.

All reports are printable from the browser, or you may export any information in a column view to Microsoft Excel for further printing options. Reports can be further customized by Metafuse's Professional Services department, if necessary. The reporting tool is flexible yet powerful.

See a sample list of the software application's reports below:


General Project Reports

  • Project Dashboard (All Active Phase Projects)
  • Projects in Planning Phase
  • Projects in Planning or Active Phases
  • Active Projects I'm Assigned To
  • Active Projects I'm Assigned To As a Project Manager
  • Incomplete Active Projects
  • Completed Active Projects
  • Overdue Active Projects
  • Active Projects Behind Schedule
  • Active Projects Ahead of Schedule

Project Status Reports

  • High Priority
  • Medium Priority
  • Low Priority

Project Type Reports

  • Project Insight Installation
  • Project Insight Pre-Implementation
  • Project Insight Training
  • Project Insight Application Development
  • Custom Professional Services
  • Maintenance/Support
  • Operations/General

Project Variance Reports

  • Active Projects Earned Value Less Than Planned Value
  • Active Projects Earned Value Equal To Planned Value
  • Active Projects Earned Value Greater Than Planned Value
  • Active Projects Billable Earned Value Less Than Billable Planned Value
  • Active Projects Billable Earned Value Equal To Billable Planned Value
  • Active Projects Billable Earned Value Greater Than Billable Planned Value
  • Active Projects Exceeding Work Total Cost
  • Active Projects Exceeding Work Total Hours
  • Active Projects Exceeding Work Total Rate
  • Active Projects Exceeding Billable Work Total Cost
  • Active Projects Exceeding Billable Work Total Hours
  • Active Projects Exceeding Billable Work Total Rate
  • Active Projects Exceeding Estimated Cost
  • Active Projects Exceeding Estimated Hours
  • Active Projects Exceeding Estimated Rate
  • Active Projects Exceeding Proposed Cost
  • Active Projects Exceeding Proposed Hours
  • Active Projects Exceeding Proposed Rate
  • Active Projects Within Estimated Cost
  • Active Projects Within Estimated Hours
  • Active Projects Within Estimated Rate
  • Active Projects Within Proposed Cost
  • Active Projects Within Proposed Hours
  • Active Projects Within Proposed Rate

Time And Expense Reports

  • Time Entry Report
  • Expense Entry Report
  • Time Sheet Report
  • Expense Report - Report

Resource Allocation

  • Cross Project Resource Availability

General Task Reports

  • All My Tasks (both Owner & Resource)
  • Tasks I'm Assigned as Owner
  • Tasks I'm Assigned as a Resource
  • Incomplete Tasks
  • Completed Tasks
  • Overdue Tasks
  • Tasks Behind Schedule
  • Tasks Ahead of Schedule
  • Milestones
  • Critical Tasks
  • Assigned Tasks
  • Unassigned Tasks
  • Tasks Started Early
  • Tasks Started On Schedule
  • Tasks Started Late
  • Tasks Completed Early
  • Tasks Completed On Schedule
  • Tasks Completed Late

Task Variance Reports

  • Active Project Tasks Earned Value Less Than Planned Value
  • Active Project Tasks Earned Value Equal To Planned Value
  • Active Project Tasks Earned Value Greater Than Planned Value
  • Active Project Tasks Billable Earned Value Less Than Billable Planned Value
  • Active Project Tasks Billable Earned Value Equal To Billable Planned Value
  • Active Project Tasks Billable Earned Value Greater Than Billable Planned Value
  • Active Project Tasks Exceeding Work Total Cost
  • Active Project Tasks Exceeding Work Total Hours
  • Active Project Tasks Exceeding Work Total Rate
  • Active Project Tasks Exceeding Billable Work Total Cost
  • Active Project Tasks Exceeding Billable Work Total Hours
  • Active Project Tasks Exceeding Billable Work Total Rate
  • Active Project Tasks Exceeding Estimated Cost
  • Active Project Tasks Exceeding Estimated Hours
  • Active Project Tasks Exceeding Estimated Rate
  • Active Project Tasks Exceeding Proposed Cost
  • Active Project Tasks Exceeding Proposed Hours
  • Active Project Tasks Exceeding Proposed Rate
  • Active Project Tasks Within Estimated Cost
  • Active Project Tasks Within Estimated Hours
  • Active Project Tasks Within Estimated Rate
  • Active Project Tasks Within Proposed Cost
  • Active Project Tasks Within Proposed Hours
  • Active Project Tasks Within Proposed Rate

Customizable Dashboard Reports

Project Insight offers hundreds of pre-selected reports. However, team members may create their own custom reports, generating hundreds of variations of reports. A team member can open the 'pushpin' and choose which data fields s/he would like to report on. Once the fields are selected and check boxes marked, a report can be run.

Team members can then save this view or report so it can be run at any point in time. The saved report is also available from the My Reports list.

Executives may set this report or any other page in the system as My Homepage, so that they can login and go directly to the information that concerns them the most.


Shared Reports

Once a custom report has been created, it may also be shared with other team members. Project Insight will deliver the report to that team member with only the data that the resource has permissions to view.


Performance Management

Project performance and health can be viewed in real-time through a project summary page. Variances between planned value and earned value are calculated so project managers can see a summary of project health at any point in time.

Project Insight also has both automatic status indicators and manual status indicators that display project performance. Automatic indicators appear when a project is overdue, or over budget, or exceeding estimated project cost and the like.

Manual status indicators, or 'traffic lights,' are available for project managers to tell executives and other team members the ranking of importance of the project.

More information on the portfolio dashboard and reports features in Project Insight.