Standard Dashboards

VIDEO | Standard Dashboards

InEight Explore is available to all users in an organization that have been assigned the applicable role or permissions and is a separate application from those used in any given project level. You do not have to be signed in to a project to access Explore. The information provided is not in real time for any given project.

There are multiple out-of-the-box dashboards available in Explore, with each having its own refresh schedule as determined with the product groups:

  • Advanced Work Package
  • Change issue
  • Control audit
  • Connected analytics
  • Contract
  • Control
  • Core project
  • Design deliverable tracker
  • Design project delivery
  • Estimate
  • Manhour curves
  • Material tracking
  • Model tracked issue
  • Operations
  • Package milestone
  • Portfolio
  • Project controls
  • Project performance
  • Schedule
  • Work planning

Explore is accessible from the Main menu on the top navigation bar for any project. You do not have to be assigned to a particular project to access or use the Explore dashboards.

Dashboard Management

This Explore settings page lets administrators hide dashboards at the organization level, control the dashboard refresh schedule, and initiate a dashboard refresh on demand. You must have the role of Organization Admin (or above) and the required permissions to view and access the Dashboard Management page.

Step by Step — Dashboard Management

  1. To manage dashboards, click the Main menu icon (), and then select an organization.

  2. Under Organization Settings, go to > Settings > Explore > Dashboard Management.

    The page shows a list of the organization dashboards where you can:

    • Set whether the dashboard is shown or hidden

    • See the dashboard refresh status. If the status is Failed, click the link to view the error message

    • See the average refresh time to help when adjusting schedules and to avoid having multiple dashboards refresh at the same time.

  3. To define the refresh schedule, click Set schedule. The Dashboard refresh slide-out panel opens. At the top it shows the number of times per day that the dashboard can be refreshed.

  4. Set the Refresh schedule toggle to view and make changes to the settings.

    • You can click Refresh now to manually refresh the selected dashboard. A manual refresh does not count towards the available number of daily scheduled refreshes.

  5. Click Save to set the refresh schedule.

Step by Step — Navigate to Explore

  1. From the home landing page, click the Main menu icon ().

  2. Click Explore, and then select Dashboards.

Operations Dashboard

The Operations dashboard is a system-created standard dashboard available to all users and focuses on the “front office” statistics. This dashboard is permanently listed as an available dashboard; it cannot be deleted. In a later lesson, you will learn how to create a dashboard specific for your needs. 

To make a dashboard your default, or primary, dashboard, click the ellipses of the dashboard you want, and then select Set as Default.

All available projects under your organization can be viewed in the Operations dashboard. Users can only see projects they have access to, as is the case for all of Explore.

The Explore color scheme for charts uses a blue tone to represent positive or well-favored data. Orange color is used to represent negative or ill-favored data, typically indicating it is something that someone needs to act upon.

Step by Step — Operations Dashboard

  1. From the Dashboards page, select the Operations dashboard.

  2. Expand or contract the size of the windows by moving the handles shown to the left or right.

    • Select the blue arrows to collapse the side panel

    • You can also click the blue arrows again to expand it

  3. Under the Project drop-down title, click the (Select a Project) drop-down.

    • You can also scroll to search for a project or type in a project name in the search bar to select a project
  4. In the search bar, type [your project name].

  5. Ensure the box in front of your project name turns from an outline to completely filled in to select it.

    • The summaries, graphs, and data presented here are specific to this project and the data is considered live
    • You should see the project Daily Plan Summary - Organization dashboard shown below

    • If the report is blank, it may be that the time period shown is too restrictive

All dashboards contain options for the graphs, charts and tables displayed. Individual charts will use some combination of these functions:

Overview - Operations Dashboard Graph, Chart & Table Options
 

Term

Definition

1

Drill Up

Drill up to next account code in hierarchy.

2

Drill Down

Drill down to next account code in hierarchy.

3

Go to Next Level

Go to the next level in the account code hierarchy. 

4

Expand Level

Expand all down one level in the account code hierarchy.

5

Filter

Pares back data that affects the visual.

6

Focus Mode

Expand one visual in the dashboard.

7

More Options

Opens options 8-13.

8

Export Data

Export data only to Excel (not visuals).

9

Show Data

Shows data/chart in a larger view.

10

Spotlight

Focuses dashboard on one specific visual.

11

Sort Descending

Sort data in descending order.

12

Sort Ascending

Sort data in ascending order.

13

Sort By

Allows you to sort by column.

The Filter option identifies the specific filters in use for the chart. In this case, CalendarDate and IsActive is True.

Operations Dashboard Current Visuals

The default view in this dashboard is the Daily Plan Summary – Organization.  On this tab, preset headers are as follows:

  • Average Daily Plans Created Per Day
  • Plans – In Planning
  • Plans – Execution
  • Plans – Awaiting Approval
  • Total Daily Plans

Daily Plan Summary – Organization Selection Options

The following table provides an explanation of each of the values in the Daily Plan Summary - Organization.

Overview – Daily Plan Summary Dashboard Graph, Chart and Table Options
  Term Definition
1 Project

The specific projects being used for the analysis.
2 Plan Status Defined at the organizational level, such as Approved, Awaiting Approval, Execution, Final – Processing Complete and In Planning.
3 Plan Date The window of time designated for the graphs.

In addition to the default Daily Plan Summary – Organization tab, eight additional report/chart options are available to view and/or personalize.

Overview – Other Operations dashboard Reports/Charts
  Term Included Graphs

1

Project Scorecard
(G/L or PF)
  • Top 10 Executors by Approved
  • Top 10 Projects by Approved
  • Approved Hours & Approved by Project
  • Bottom 10 Executors by Approved
  • Bottom 10 Projects by Approved

2

Daily Plan Summary
  • Daily Plans by Status
  • Top 10 Daily Plans by Location
  • Daily Plans by Executor & Status
  • Daily Plans by Hours Status
  • Daily Plans by Quantities Status

3

Daily Scorecard
  • Approved G/L by Executor
  • Top 5 Executors by Approved G/L
  • Approved Hours & PF by Executor and Approver
  • Bottom 5 Executors by Approved G/L

4

Operations
(G/L or PF)
  • Planned, Approved, Earned MHrs by Location
  • Top 5 Cost Items by Approved
  • Planned, Approved, Earned MHrs by Executor
  • Planned, Approved, Earned MHrs by Approver
  • Bottom 5 Cost Items by Approved

5

Operations –
Account Code (G/L or PF)
  • Planned, Approved, Earned MHrs by Account Code
  • Top 5 Account Codes by Approved
  • Planned, Approved, Earned MHrs by Executor
  • Approved Hours & Approved by Account Code
  • Bottom 5 Account Codes by Approved

6

Account Code Performance
  • Approved G/L by Daily Plan ID
  • Approved Hours and PF by Daily Plan ID
  • Planned, Approved, Earned MHrs, Approved and Planned G/L by Plan Date

7

Performance Curves (G/L or PF)
  • Cumulative Approved

8

Crew Results
  • Approved G/L
  • Top 5 Cost Items by Approved G/L
  • PF
  • Bottom 5 Cost Items by Approved G/L

On pertinent Dashboard reports, changing between Production Factor (PF) or Gain/Loss (G/L) reports is as simple as changing the dashboard toggle button. To use this function, click and drag the toggle button.

Project Performance Dashboard

The Project Performance dashboard is a system-created standard dashboard available to all users and focuses on the field relevant performance statistics. This dashboard is always listed as an available dashboard; it cannot be deleted. In a later lesson, you will learn how to create a dashboard specific to your needs. 

All available projects under your organization can be viewed in this Project performance dashboard. 

Step by Step — Project Performance Dashboard

  1. From the Dashboards page, click the Project performance dashboard.  

  2. Under the Project Drop-down title, click the (Select a project) drop-down.

    • Note you may also scroll to search for a project or type in a project name in the Project search bar to select a project

  3. In the search bar, type [project name].

  4. Click [project name] to select it.

    • The summaries, graphs and data presented here are specific to this project and the data is considered live
    • You should see the Project Performance dashboard shown below

    The Export data to Excel function only exports the data (not the graph or chart).

Performance Header Values

The following table provides an explanation of each of the header values at the top of the Project Performance dashboard.

  Term Definition

1

To-Date Total Cost

$ spent to date

2

Current Budget Cost

Current Budget total $

3

Current Estimate Cost

Current Estimate total $

4

Forecast Cost

Total cost (to date) + Forecast remaining cost

5

Forecast Remaining Cost

Forecasted remaining $

6

Percent Complete

Quantity complete to date/Forecast T/O quantity

Schedule Dashboard

The Schedule dashboard lets you compare schedule and activity comparisons, perform float analysis, view resources, risk information and metric quality assessments.

To access, click on the schedule dashboard from the dashboard list. The Refine further icon opens a collapsible filtering pane with additional filtering criteria. To apply filters and close the side out, click the Close Filter Pane.

Click any of the Information icons placed throughout the tabs of the dashboard to provide you with additional context to the data that is being shown.

Preset tabs are as follows:

  • Activity Comparison
  • Schedule Comparison
  • Float Analysis
  • Resource Overview
  • Risk Overview
  • Risk Analysis
  • Opportunity Analysis
  • Event Register
  • Mitigation Details
  • Schedule Quality