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208 lines
8.3 KiB
208 lines
8.3 KiB
---
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sidebar_navigation:
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title: Project overview
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priority: 900
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description: Learn how to configure a project overview page
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robots: index, follow
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keywords: project overview page
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---
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# Project overview
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The **Project overview** page is a dashboard with important project information. You can display relevant information for your team, such as members, news, project description, work package reports, or a project status.
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| Feature | Documentation for |
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| ------------------------------------------------------------ | ------------------------------------------------------- |
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| [What is the project overview?](#what-is-the-project-overview?) | What can I do with the project overview page? |
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| [Add a widget to the project overview](#add-a-widget-to-the-project-overview) | How can I add a new widget to the project overview? |
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| [Available project overview widgets](#available-project-overview-widgets) | What kind of widgets can I add to the project overview? |
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| [Re-size and re-order widgets](#re-size-and-re-order-widgets) | How can I re-order or re-size the widgets? |
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| [Remove widget](#remove-widget-from-project-overview-page) | How can I remove widget from project overview page? |
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## What is the project overview?
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The project overview is a single dashboard page where all important project information can be displayed. The idea is to have it centrally available for the whole project team.
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You can add project information as widgets to the dashboard and not only order but also re-size the widgets according to your needs.
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Furthermore, you can add text widgets, custom texts, links and other information to your overview page.
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Open the project overview by navigating to **Overview** in the project menu on the left.
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## Add a widget to the project overview
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1. Choose the place where to add the new widget.
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To add a widget to the project overview, click on the **+ button** on the top right of the page. Select the place where to add the widget, by clicking on a plus that appears on the top right corner of the page.
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2. Choose which kind of widget you want to add.
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Choose one of the possible widgets to add from the list.
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## Available project overview widgets
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You can add various widgets to your project overview.
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### Calendar widget
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The calendar widget displays your current work packages in a calendar. It shows work packages that are being worked on at the current date.
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### Custom text widget
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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.
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You can also add files to be displayed or attached to your project overview.
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### Project members widget
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You can add a widget which displays all project members and their corresponding role for this project at the project overview page.
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With the green button you can [add members to your project](/getting-started/invite-members/).
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The View all members button brings you to the list of project members.
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### News widget
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Display the latest project news in the news widget on the project overview page.
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### Project description
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The project description widgets adds the project description to your project overview.
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The description can be added or changed in the [project settings](../projects/project-settings).
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### Project details widget
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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.
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The custom fields can be adapted in the [project settings](../projects/project-settings/). As a system administrator you can [create new custom fields for projects](../../system-admin-guide/custom-fields/custom-fields-projects/).
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New custom fields for projects can be created in the [system administration](../../system-admin-guide/).
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### Project status widget
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Add your project status as a widget to display at a glance whether your project is on track, off track or at risk.
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First, select your project status from the drop-down. You can choose between:
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ON TRACK (green)
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OFF TRACK (red)
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AT RISK (yellow)
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NOT SET (grey)
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Add a **project status description** and further important information, such as project owner, milestones and other important links or status information.
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### Spent time widget
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The spent time widget lists the **spent time in this project for the last 7 days**.
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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](#TODO) module.
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### Subprojects
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The subprojects widget lists all subproject of the respective project on the overview. You can directly open a subproject via this link.
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The widget only links the first subproject hierarchy and not the children of a subproject.
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To edit the project hierarchy, go to the [project settings](../projects/).
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### Work package graph widgets (Premium feature)
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The work package graph widgets displays 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.
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**Configure the work package graph**
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You can filter the work packages to be displayed in the graph according to the [work packages table configuration](/user-guide/work-packages/work-package-table-configuration/).
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To configure the work package graph, click on the three dots in the top right corner and select **Configure view...**
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Select the **Axis criteria** which shall be displayed on the axis of the graph, e.g. Accountable, Priority, Status, Type.
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Next, select the **Chart type** how the work package information shall be displayed, e.g. as a bar graph, a line, a pie chart.
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**Filter** the work packages for your chart.
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Click on the Filter tab in order to configure the work packages which shall be displayed, e.g. only work packages with high priority.
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Click the blue **Apply** button to save your changes.
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### Work package overview widget
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The work package over widget displays all work packages in a project differentiated by a certain criteria.
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You can display the graph according to the following criteria:
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* Type
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* Status
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* Priority
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* Author
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* Assignee
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The widget lists all **open** and all **closed** work packages according to this criteria.
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### Work package table widget
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The work package table widget includes a work package table to the project overview. The work package table can be filtered, grouped, sorted according to the [work package table configuration](/user-guide/work-packages/work-package-table-configuration/), e.g. display only work packages with Priority High.
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## Re-size and re-order widgets
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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.
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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.
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## Remove widget from project overview page
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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**.
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