This article is intended for: Editors of the Capital Project Tracking module
Use this article after: You've set up a Capital Project Tracker
The Dashboard acts as a landing page visualizer for your Capital Project Tracker. Quickly view the overall tracker status, progress over time, and upcoming scheduled check-ins.
Note: The Overall Progress and Status and Project Progress Overtime metrics are only viewable by Editors.
- Select the View dropdown to show either by Projects or Groups.
- Select filters in the top row to customize the graphics and manage the overall Dashboard view.
- View Overall Progress and Status, based on the reported statuses in the Action Item Check-ins.
- View Project Progress over time and monitor the progress over the months.
- View a list of all Action Items and upcoming check-ins in the next 7, 30, or 90 days. Pro Tip: View the most recent notes in the Last Update Notes column for more information.
- Select Export to download an Excel file of the Action Item table.
Note: The Overall Progress and Status and Project Progress Overtime metrics are only viewable by Editors.
Upcoming Check-Ins
At the bottom of the Dashboard is a list of upcoming Check-ins. Customize this table by establishing a row hierarchy and adding or removing columns. Drag and drop an element to the top row to create a row group. Open the Columns menu in the right-hand nav bar to add or remove columns. Drag and drop the columns to re-order and re-size.
Note: Collaborators will only see the Upcoming Check-ins table which will display the rows of plan items relevant to their assignments.
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