Dashboard Examples

The Package Milestone dashboard lets you see information about user-defined milestones in the procurement process over time. A second tab details bid package information at the line item level with the ability to link back to InEight products.

Step by Step — Package Milesetone Dashboard

  1. From the Dashboards page, click the Package Milestone dashboard.

  2. Select a Project drop-down title.

    • Note you may also scroll to search for a project or type in a project name in the search bar to select a project
  3. Click Select All.

  4. Close the Dashboards panel.

    • The summaries, graphs and data presented here are specific to this project

    • You should see the updated Package Milestone dashboard as shown below

  5. From the Milestone drop-down list, deselect all but the Delivery item.

  6. The graph now changes:

  7. Change the Date Range to a shorter period of time.

  8. Click the light blue colored Forecasted Cumulative column for the tallest month.  Your report should look like something like this:

  9. Click the Focus icon for a better view of the graph.

  10. Click < Back to Report to return to the main view.

  11. Click the Filter icon, on the upper right side of the graph.

  12. Notice now the two filters that appear, Date and MilestoneName. Click outside the box to close the dialog box.

Package Milestone Header Values

The following table provides explanation of scheduled, forecasted, actual and cumulative (scheduled, forecasted and actual) packages at user-defined milestones.

Term Definition

Project

Identifies the project.

Package Type

Identifies the project options.

Milestone

Identifies the user-defined step in the project.

Date Range

Dates, as selected in the calendar.

Click the Schedule Detail tab at the bottom of the page.

  • In this view, line item level detail is available with the ability to link back to other InEight applications. Filtering, sorting and adjusting column width are options available for further ease in analysis.

Previewing Meta-data

Right-click on any header, and then select Visual table to view the meta-data further.

Detailed data will appear:

Press <Back to report to return to the default view.

While some dashboard graphs offer the ability to Drill Up, Drill Down, Go to the Next Level of the Hierarchy, and Expand all down one level in the Hierarchy, most other graphs include the following options:

  Term Definition

1

 Filter Filters and slices data in a visual.

2

Focus mode

Expand one visual in the dashboard.

3

More options

Opens additional options.

4

Export Data

Export data only to Excel (not visuals).

5

Show as a Table

Shows data/chart in a larger view.

6

Spotlight

Focuses dashboard on one specific visual.

7

Sort descending

Sort data in descending order.

8

Sort ascending

Sort data in ascending order.
9

Sort by

Allows you to sort by status or form.