ulferts
README.md
| sidebar_navigation | description | robots | keywords |
|---|---|---|---|
| [{title Project overview} {priority 900}] | Learn how to configure a project overview page | index, follow | project overview page |
Project overview
The Project overview page is a dashboard with important information about your respective project(s). This page displays all relevant information for your team, such as members, news, project description, work package reports, or project status.
| Topic | Content |
|---|---|
| What is the project overview? | What can I do with the project overview page? |
| Add a widget to the project overview | How can I add a new widget to the project overview? |
| Project status | Set your project status |
| Available project overview widgets | What kind of widgets can I add to the project overview? |
| Re-size and re-order widgets | How can I re-order or re-size the widgets? |
| Remove widgets | How can I remove widgets from the project overview page? |
What is the project overview?
The project overview is a single dashboard page where all important information of a selected project can be displayed. The idea is to provide a central repository of information for the whole project team.
Project information is added to the dashboard as widgets. To customize the dashboard to your needs, you can change the order in which the widgets appear as well as change their size.
Furthermore, you can add text widgets, custom texts, links and other information to your overview page.
Open the project overview by navigating to Overview in the project menu on the left.
Add a widget to the project overview
- Choose the place where to add the new widget.
To add a widget to the project overview, click on the + button on the top right of the page.
- Choose which kind of widget you want to add.
Choose the most appropriate type of widget from the list.
Project status
On the project overview page, you can set your project status and give a detailed description. The project status is a widget that you add to your project overview. Find the description below.
Available project overview widgets
You can add various widgets to your project overview.
Calendar widget
The calendar widget displays your current work packages in a calendar. It shows work packages that are being worked on at the current date. The maximum number of displayable work packages is 100.
Custom text widget
Within the custom text widget you can add any project information which you want to share with your team, e.g. links to important project resources or work packages, filters, specifications.
You can also add files to be displayed or attached to your project overview.
Project members widget
You can add a widget which displays all project members and their corresponding role for this project on the project overview page. This includes both, groups and users (placeholders or registered).
You can add members to your project via the green + Member button in the bottom left corner.
The View all members button displays the list of project members that have been added to your project. Members can be individuals as well as entire groups.
News widget
Display the latest project news in the news widget on the project overview page.
Project description
The project description widget adds the project description to your project overview.
The description can be added or changed in the project settings.
Project details widget
The project details widget displays all custom fields for projects, e.g. project owner, project due date, project number, or any other custom field for this project.
The custom fields can be adapted in the project settings. As a system administrator you can create new custom fields for projects.
New custom fields for projects can be created in the system administration.
Project status widget
Add your project status as a widget to display at a glance whether your project is on track, off track or at risk.
First, select your project status from the drop-down. You can choose between:
ON TRACK (green)
OFF TRACK (red)
AT RISK (yellow)
NOT SET (grey)
Add a project status description and further important information, such as project owner, milestones and other important links or status information.
Spent time widget
The spent time widget lists the spent time in this project for the last 7 days.
Time entries link to the respective work package and can be edited or deleted. To have a detailed view on all spent time and costs, go to the Cost reporting module.
Subprojects
The subprojects widget lists all subproject of the respective project on the overview. You can directly open a subproject via this link.
The widget only links the first subproject hierarchy and not the children of a subproject.
To edit the project hierarchy, go to the project settings.
Work package graph widgets (Premium feature)
The work package graph widgets display information about the work packages within a project. They can be displayed in different graph views, such as a bar graph or a pie chart.
Configure the work package graph
You can filter the work packages to be displayed in the graph according to the work packages table configuration.
To configure the work package graph, click on the three dots in the top right corner and select Configure view...
Select the Axis criteria to be displayed on the axis of the graph, e.g. Accountable, Priority, Status, Type.
Next, select the Chart type how the work package information shall be displayed, e.g. as a bar graph, a line, a pie chart.
Filter the work packages for your chart.
Click on the Filter tab in order to configure the work packages to be displayed, e.g. only work packages with the priority "high".
Click the blue Apply button to save your changes.
If you want to replicate the widgets shown in the example in the screen-shot above:
- For the "Assignees" graph please choose the widget "work packages overview" and change to "assignees".
- For the Work packages status graph please select "work package graph", click on the three dots in the upper right corner of the widget, choose "configure view", then choose "status" as axis criteria and "pie chart" as chart type.
- For the Work package progress graph please select "work package graph", click on the three dots in the upper right corner of the widget, choose "configure view", then choose "progress (%)" as axis criteria and "line" as chart type.
Work package overview widget
The work package over widget displays all work packages in a project differentiated by a certain criteria.
You can display the graph according to the following criteria:
- Type
- Status
- Priority
- Author
- Assignee
The widget lists all open and all closed work packages according to this criteria.
Work package table widget
The work package table widget includes a work package table to the project overview. The work package table can be filtered, grouped, or sorted according to the work package table configuration, e.g. to display only work packages with the priority "High".
Re-size and re-order widgets
To re-order a widget, click on the dots icon on the upper left hand corner and drag the widget with the mouse to the new position.
To re-size a widget, click on the grey icon in the lower right hand corner of the widget and drag the corner to the right or left. The widget will re-size accordingly.
Remove widget from project overview page
To remove a widget from the project overview page, click on the three dots at the top right corner of the widget and select Remove widget.
