Project Dashboard
The Project Dashboard provides a comprehensive, at-a-glance view of job status, progress, and financial health. It serves as the central hub for monitoring project performance and accessing key project functions.
Job Overview Cards
The dashboard displays summary cards with key job metrics:
| Card | Information Displayed |
|---|---|
| Job Details | Job name, nature, zone, account centre, currency, and current status |
| Contract Value | Total contracted amount based on BOQ rates and quantities |
| Budget Summary | Total estimated budget across all resource factors |
| Actuals | Actual costs incurred to date across materials, labour, plant, and subcontract |
| Billing Status | Total billed amount and outstanding invoices |
BOQ Progress Tracking
The BOQ section of the dashboard shows the progress of each Bill of Quantity item:
- Total BOQ items — Count of all BOQ items in the job
- Quantity completed — Measured quantities against each BOQ item
- Percentage completion — Progress calculated as measured quantity vs total quantity
- BOQ state — Whether items are in CREATED or CONTRACTED state
Progress calculation: BOQ progress is calculated based on actual measurements recorded against each item. Ensure measurements are entered regularly to keep dashboard data current and accurate.
Cost vs Budget Visualization
The dashboard provides visual comparisons of budgeted costs against actual expenditure:
By Resource Factor
View budget vs actual breakdown for each of the five resource factors:
- Labour — Budgeted labour cost vs actual labour expenditure
- Material — Budgeted material cost vs actual procurement and consumption
- Machine — Budgeted plant cost vs actual equipment charges
- Subcontractor — Budgeted subcontract cost vs actual work order payments
- Overhead — Budgeted overhead vs actual indirect costs
Overall Project Health
The overall project health indicator shows whether the project is tracking within budget, approaching budget limits, or over budget.
Budget overruns: When actuals exceed budget for any resource factor, the dashboard highlights the variance. Investigate overruns promptly and take corrective action through revised estimates or cost control measures.
Quick Actions from Dashboard
The dashboard provides shortcuts to frequently used functions:
| Action | Description |
|---|---|
| Add BOQ | Navigate directly to the BOQ section to add new items |
| Create Estimate | Start a new estimate for the job |
| View Scopes | Access the Scopes section to review or manage execution items |
| Create Requisition | Initiate a material or work requisition for the job |
| Record Measurement | Enter BOQ measurements for progress tracking |
Tip: Make the Project Dashboard your starting point when working on a job. It provides a quick health check and easy access to all project functions, reducing navigation time and ensuring you stay informed of project status.