# 📊 Project Dashboard

## What Is It?

The Project Dashboard is the application that allows you to track the financial performance of a project. It does so by providing the project teams with simple yet powerful KPIs on [Labor](https://help.conduite.app/books/glossary/page/labor "Labor") and [Expenses](https://help.conduite.app/books/glossary/page/expenses-direct-costs "Expenses / Direct Costs").

## Key Concepts

<details id="bkmrk-lorem-ipsum-lorem-ip"><summary>Margin</summary>

{{@15}}

</details><details id="bkmrk-daily-rates-%7B%7B%4016%7D%7D"><summary>Daily Rates</summary>

{{@16}}

</details><details id="bkmrk-labor-%7B%7B%4017%7D%7D"><summary>Labor</summary>

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</details><details id="bkmrk-expenses-%2F-direct-co"><summary>Expenses / Direct Costs</summary>

{{@18}}

</details><details id="bkmrk-budget-%7B%7B%4014%7D%7D"><summary>Budget</summary>

{{@14}}

</details><details id="bkmrk-capacity-%7B%7B%4041%7D%7D"><summary>Capacity</summary>

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</details><details id="bkmrk-contracts-%7B%7B%4019%7D%7D"><summary>Contract</summary>

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</details><details id="bkmrk-project-%7B%7B%4044%7D%7D"><summary>Project</summary>

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</details><details id="bkmrk-project-report-out-%28"><summary>Project Report Out (PRO)</summary>

{{@47}}

</details>## Key Performance Indicators

### Main KPIs

<details id="bkmrk-labor---execution-ra"><summary>Labor - Execution Rate ⭐</summary>

{{@27}}

</details><details id="bkmrk-labor---execution-ef"><summary>Labor - Execution Efficiency ⭐</summary>

{{@28}}

</details>### Intermediate KPIs

<details id="bkmrk-labor---execution-bu"><summary>Labor - Execution Budget</summary>

{{@25}}

</details><details id="bkmrk-labor---expected-exe"><summary>Labor - Expected Execution Budget</summary>

{{@26}}

</details><details id="bkmrk-labor---expected-mar"><summary>Labor - Expected Margin</summary>

{{@29}}

</details>## Using The Application

### Typical Workflow

#### Project Setup

These steps are performed once at the beginning of the project.

1. You fill in the Project Sheet with the financial data from the [contract](https://help.conduite.app/books/glossary/page/contract "Contract") and/or the [Budget Builder](https://help.conduite.app/books/user-manual/page/budget-builder "💵 Budget Builder").
2. You fill in the Contact List with the contact information of the most important project stakeholders.
3. You update the Labor and Expenses Tracking tabs with the initial data from the [Budget Builder](https://help.conduite.app/books/user-manual/page/budget-builder "💵 Budget Builder").
4. You make sure that the Rates tab has the correct [Unloaded Rates](https://help.conduite.app/books/glossary/page/daily-rates "Daily Rates").

#### Project Execution

These steps are executed on a regular basis by the [Project Manager](https://help.conduite.app/books/glossary/page/project-manager "Project Manager") in order to update the project resourcing and financials.

1. **Dashboard Tab**
    - The Project Manager updates the Current Month.
2. **Labor Tracking Tab**  
    
    - The Project Manager pulls the spent time from your time tracking system and updates the spent column of the Labor Tracking Time.
    - The Project Manager updates the resourcing for the future periods.
    - The project Manager looks at the KPIs (in particular [%EX](https://help.conduite.app/books/glossary/page/labor-execution-rate "Labor - Execution Rate ⭐"), [EE](https://help.conduite.app/books/glossary/page/labor-execution-efficiency "Labor - Execution Efficiency ⭐")) and decides how to adjust (or not) the project execution strategy. This can lead to an update of the [Margin Objective](https://help.conduite.app/books/glossary/page/margin "Margin") for [Labor](https://help.conduite.app/books/glossary/page/labor "Labor").
3. **Expenses tab**
    - The Project Manager updates the spent amount since the beginning of the project for each expense item.
    - The Project Manager updates the estimated amounts to be spent on each expense item until the end of the project.
4. **Dashboard Tab**
    - The Project Manager looks at the consolidated performance of the his/her project.
    - S/He can decide to adjust the execution strategy and eventually update the Margin Objectives.
5. **Project Report Out**
    - The Project Manager sends a [Project Report Out](https://help.conduite.app/books/user-manual/page/project-report-out-database "📋 Project Report Out Database") (🐙 Conduite Addon) and provides context on the current values of the project KPIs and strategy adjustments.

### Structure &amp; Features

#### Project Sheet

This tab contains project administrative information as well as all the financial configuration.

**Project Section**

<table border="1" id="bkmrk-attribute-descriptio" style="border-collapse: collapse; width: 100%; height: 195.578px;"><colgroup><col style="width: 50%;"></col><col style="width: 50%;"></col></colgroup><thead><tr style="height: 29.7969px;"><td style="height: 29.7969px;">Attribute</td><td style="height: 29.7969px;">Description</td></tr></thead><tbody><tr style="height: 29.7969px;"><td style="height: 29.7969px;">Project Name</td><td style="height: 29.7969px;">The name of the project. </td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">Client</td><td style="height: 29.7969px;">The name of the client.</td></tr><tr style="height: 46.5938px;"><td style="height: 46.5938px;">Project Manager Email</td><td style="height: 46.5938px;">The email of the Project Manager. This is required to receive the PRO Update.</td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">Task Management Tool</td><td style="height: 29.7969px;">The link to the task management tool (Asana, Trello, Basecamp, ...) used to coordinate work on the project.</td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">Budget Builder</td><td style="height: 29.7969px;">The link to the Budget Builder. This is required to automatically seed the financial sections of this sheet. See the [Seed From Budget Builder](#bkmrk-seed-from-budget-bui) menu option.</td></tr></tbody></table>

**Planning Section**

<table border="1" id="bkmrk-attribute-descriptio-1" style="border-collapse: collapse; width: 100%; height: 195.578px;"><colgroup><col style="width: 50%;"></col><col style="width: 50%;"></col></colgroup><thead><tr style="height: 29.7969px;"><td style="height: 29.7969px;">Attribute</td><td style="height: 29.7969px;">Description</td></tr></thead><tbody><tr style="height: 29.7969px;"><td style="height: 29.7969px;">Period Type</td><td style="height: 29.7969px;">Choose whether the project is planned over months or weeks.</td></tr><tr><td>Period Start</td><td>The number of the month or week on which the project execution starts (ex: May is 5, last week of the year is 52).</td></tr></tbody></table>

**Contract Financials Section**

This section contains the financial data as per the contract or the [Budget Builder](https://help.conduite.app/books/user-manual/page/budget-builder "💵 Budget Builder"). This is the baseline data at the moment the project starts (or at the signature of the contract).

<p class="callout info">These values are **not** expected to change during the execution of the project (unless there was a data entry error).</p>

<table border="1" id="bkmrk-attribute-descriptio-2" style="border-collapse: collapse; width: 100%; height: 195.578px;"><colgroup><col style="width: 50.0618%;"></col><col style="width: 50.0618%;"></col></colgroup><thead><tr style="height: 29.7969px;"><td style="height: 29.7969px;">Attribute</td><td style="height: 29.7969px;">Description</td></tr></thead><tbody><tr style="height: 29.7969px;"><td style="height: 29.7969px;">Contract - Value</td><td style="height: 29.7969px;">The total value of the contract.

💡*Computed Field*

</td></tr><tr><td>Contract - Margin (%)  
</td><td>The overall margin percentage of the contract at signature

💡*Computed Field*

</td></tr><tr><td>Contract - Margin ($)</td><td>The overall margin value of the contract at signature

💡*Computed Field*

</td></tr><tr><td style="height: 29.7969px;">Labor - Value</td><td>The amount of the labor component of the contract.</td></tr><tr><td>Labor - Margin (%)  
</td><td>The margin percentage on the labor component of the contract.</td></tr><tr><td>Labor - Margin ($)</td><td>The margin value on the labor component of the contract.

💡*Computed Field*

</td></tr><tr><td style="height: 29.7969px;">Expenses / Direct Costs - Value</td><td>The amount of the expenses component of the contract.</td></tr><tr><td>Expenses / Direct Costs - Margin (%)  
</td><td>The margin percentage on the expenses component of the contract.</td></tr><tr><td>Expenses / Direct Costs - Margin ($)</td><td>The margin value on the expenses component of the contract.

💡*Computed Field*

</td></tr></tbody></table>

**Financial Objective Section**

This section defines the [Margin Objectives](https://help.conduite.app/books/glossary/page/margin "Margin") for both [Labor](https://help.conduite.app/books/glossary/page/labor "Labor") and [Expenses / Direct Costs](https://help.conduite.app/books/glossary/page/expenses-direct-costs "Expenses / Direct Costs").

<p class="callout info">The Margin Objectives (%) **are expected** to change during the execution of the project as the project strategy is adjusted.</p>

<table border="1" id="bkmrk-attribute-descriptio-3" style="border-collapse: collapse; width: 100%; height: 178.781px;"><colgroup><col style="width: 50.0618%;"></col><col style="width: 50.0618%;"></col></colgroup><thead><tr style="height: 29.7969px;"><td style="height: 29.7969px;">Attribute</td><td style="height: 29.7969px;">Description</td></tr></thead><tbody><tr style="height: 29.7969px;"><td style="height: 29.7969px;">Labor - Margin Objective (%)  
</td><td style="height: 29.7969px;">The Margin Objective percentage on Labor.</td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">Labor - Margin Objective ($)  
</td><td style="height: 29.7969px;">The Margin Objective amount on Labor.

💡*Computed Field*

</td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">Labor - Execution Budget</td><td style="height: 29.7969px;">The value of the [Execution Budget](https://help.conduite.app/books/glossary/page/labor-execution-budget "Labor - Execution Budget").

💡*Computed Field*

</td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">Expenses / Direct Costs - Margin Objective (%)  
</td><td style="height: 29.7969px;">The Margin Objective percentage on Expenses / Direct Costs.</td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">Expenses / Direct Costs - Margin Objective ($)  
</td><td style="height: 29.7969px;">The Margin Objective amount on Expenses / Direct Costs.

💡*Computed Field*

</td></tr></tbody></table>

#### Contact List

This tab contains the contact information of the main project stakeholders. It notably important to identify the Project Manager on the client side.

<table border="1" id="bkmrk-attribute-descriptio-4" style="border-collapse: collapse; width: 100%; height: 178.781px;"><colgroup><col style="width: 50.0618%;"></col><col style="width: 50.0618%;"></col></colgroup><thead><tr style="height: 29.7969px;"><td style="height: 29.7969px;">Attribute</td><td style="height: 29.7969px;">Description</td></tr></thead><tbody><tr style="height: 29.7969px;"><td style="height: 29.7969px;">Name  
</td><td style="height: 29.7969px;">The name of the stakeholder.</td></tr><tr><td>Email</td><td>The email of the stakeholder.</td></tr><tr><td>Role</td><td>The role of the stakeholder in the project</td></tr><tr><td>SPoC</td><td>Is that stakeholder the Single Point of Contact on the client side?</td></tr></tbody></table>

#### Labor Tracking

This tab allows you to track the amount of labor spent and forecasted for each staff member allocated to the project. One line corresponds to a staff member.

<table border="1" id="bkmrk-attribute-descriptio-5" style="border-collapse: collapse; width: 100%; height: 238.375px;"><colgroup><col style="width: 50.0618%;"></col><col style="width: 50.0618%;"></col></colgroup><thead><tr style="height: 29.7969px;"><td style="height: 29.7969px;">Attribute</td><td style="height: 29.7969px;">Description</td></tr></thead><tbody><tr style="height: 29.7969px;"><td style="height: 29.7969px;">Staff</td><td style="height: 29.7969px;">The name of the staff member allocated to the project.</td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">Role</td><td style="height: 29.7969px;">The role of the staff member.</td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">Unloaded Rate</td><td style="height: 29.7969px;">The Unloaded Rate associated to the role of the staff member.

💡*Computed Field*

</td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">Spent (h)</td><td style="height: 29.7969px;">The number of hours spent on the project **to date** by the staff member. This comes from your time tracking system.

<p class="callout warning">Make sure that the period types are up-to-date.</p>

</td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">Spent ($)</td><td style="height: 29.7969px;">The monetary value of the hours spent **to date** by the staff member on the project (function of the Unloaded Rate).

💡*Computed Field*

</td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">Remaining ($)</td><td style="height: 29.7969px;">The monetary value of the number of remaining days planned for the *Forecast* period (function of the Unloaded Rate).

<p class="callout warning">Make sure that the period types are up-to-date.</p>

💡*Computed Field*

</td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">Periods</td><td style="height: 29.7969px;">The number of days planned for the staff member on the project.

Each period has a type:

- Past - Period that is in the past
- Current - The current period
- Forecast - Period in the future

Only the Forecast periods and taken into consideration to compute the remaining work.

<p class="callout warning">Make sure to keep the period types always up-to-date.</p>

</td></tr></tbody></table>

It also provides the labor related KPIs:

- Budget Tracking 
    - [Expected Execution Budget](https://help.conduite.app/books/glossary/page/labor-expected-execution-budget "Labor - Expected Execution Budget")
    - [Execution Rate](https://help.conduite.app/books/glossary/page/labor-execution-rate "Labor - Execution Rate ⭐")
    - [Execution Efficiency](https://help.conduite.app/books/glossary/page/labor-execution-efficiency "Labor - Execution Efficiency ⭐")
- Margin Tracking 
    - [Expected Margin ($, %)](https://help.conduite.app/books/glossary/page/labor-expected-margin "Labor - Expected Margin ($/%)")

<details id="bkmrk-adding-an-opportunit"><summary>⛑️ Adding An Staff Member</summary>

In order to add an staff member you simply need to:

1. Insert a row where ever you want in the table (*Right Click &gt; Insert row above / below*).
2. Copy the formulas for the computed fields.

Validation conditions will be copied automatically.

</details>#### Expenses Tracking

This tab allows you to track the invoicing of Expenses / Direct Costs. One line corresponds to one expense item.

<table border="1" id="bkmrk-attribute-descriptio-6" style="border-collapse: collapse; width: 100%; height: 59.5938px;"><colgroup><col style="width: 50.0618%;"></col><col style="width: 50.0618%;"></col></colgroup><thead><tr style="height: 29.7969px;"><td style="height: 29.7969px;">Attribute</td><td style="height: 29.7969px;">Description</td></tr></thead><tbody><tr style="height: 29.7969px;"><td style="height: 29.7969px;">Workstream  
</td><td style="height: 29.7969px;">The workstream to which this expense is related.</td></tr><tr><td>Item  
</td><td>The name of the expense item.</td></tr><tr><td>Unit Cost - Sold  
</td><td>The Unitary Cost of the expense item as charged to the client.</td></tr><tr><td>Margin  
</td><td>The percentage of margin done on the expense item.</td></tr><tr><td>Invoiced  
</td><td>The number of items invoiced **to date**.

<p class="callout warning">Make sure that the period types are up-to-date.</p>

</td></tr><tr><td>Remaining</td><td>The number of items remaining to invoice as per the current and forecasted periods.

<p class="callout warning">Make sure that the period types are up-to-date.</p>

</td></tr><tr><td>Periods</td><td>The number of items that are expected to be invoiced for each period.

<p class="callout warning">Make sure that the period types are up-to-date.</p>

</td></tr></tbody></table>

It also provides the expenses related KPIs:

- Margin Accrual 
    - [Accrued Margin ($, %)](https://help.conduite.app/books/glossary/page/expenses-accrued-margin "Expenses - Accrued Margin ($/%)")
    - [Margin Accrual Efficiency](https://help.conduite.app/books/glossary/page/expenses-margin-accrual-efficiency "Expenses - Margin Accrual Efficiency ⭐")
- [Expected Margin ($, %)](https://help.conduite.app/books/glossary/page/expenses-expected-margin "Expenses - Expected Margin ($/%)")
- Invoiced 
    - Invoiced
    - [Invoicing Rate](https://help.conduite.app/books/glossary/page/expenses-invoicing-rate "Expenses - Invoicing Rate")

<details id="bkmrk-%E2%9B%91%EF%B8%8F-adding-an-expense"><summary>⛑️ Adding An Expense Item</summary>

In order to add an expense item you simply need to:

1. Insert a row where ever you want in the table (*Right Click &gt; Insert row above / below*).
2. Copy the formulas for the computed fields.

Validation conditions will be copied automatically.

</details>#### Performance

<p class="callout danger">This is a read-only (protected) tab. Do not modify it.</p>

This tab is a consolidated view of the financial performance of the project based on the overall Expected Margin of the project (also broken down for Labor and Expenses / Direct Costs). It compares it to the current margin objective and margin at the time of contract signature.

This view is useful to understand how the project is doing based on initial objectives.

#### Rates

<p class="callout danger">This is a read-only (protected) tab. Do not modify it.</p>

This tab contains the list of Unloaded Rate for each role at your organization.


#### Configuration

<p class="callout danger">This is a hidden and read-only (protected tab). This tab should remain hidden. Do not modify it.</p>

This tab contains the ID of the Conduite configuration file and other computed configuration parameters.

### Conduite Menu

#### Seed From Budget Builder

This menu item allows you to seed the [Project Sheet tab](#bkmrk-tab-1) financial and planning sections with the data from the [Budget Builder](https://help.conduite.app/books/user-manual/page/budget-builder "💵 Budget Builder"). This feature requires you to specify the link to the Budget Builder file.

#### Submit Project Report Out

This menu item opens the sidebar and allows you to submit a [Project Report Out](https://help.conduite.app/books/user-manual/page/project-report-out-database "📋 Project Report Out Database") (PRO) form. This is usually done by the [Project Manager](https://help.conduite.app/books/glossary/page/project-manager "Project Manager"). It is preloaded with the data from the Project Dashboard.

<p class="callout success">Make sure to update the Project Dashboard with the most up-to-date data before submitting a PRO.</p>

<p class="callout warning">Do **not** edit the preloaded fields.</p>

The PRO will be added to the PRO Database and an email will be sent to the user submitting the PRO from, [Project Manager](https://help.conduite.app/books/glossary/page/project-manager "Project Manager") and any other person specified in the Conduite Global Configuration File. That email also contains the resourcing forecast from the [Labor Tracking](#bkmrk-labor-tracking) tab.

#### Help

This menu item opens the sidebar and loads this help page.