📊 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 and Expenses.

Key Concepts

Margin

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Daily Rates

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Labor

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Expenses / Direct Costs

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Budget

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Capacity

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Contract

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Project

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Key Performance Indicators

Main KPIs

Labor - Execution Rate ⭐

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Labor - Execution Efficiency ⭐

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Expenses - Margin Accrual Efficiency ⭐

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Intermediate KPIs

Labor - Execution Budget

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Labor - Expected Execution Budget

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Labor - Expected Margin

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Expenses - Margin Accrued

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Expenses - Expected Margin

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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 and/or the 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.
4. You make sure that the Rates tab has the correct Unloaded Rates.

Project Execution

These steps are executed on a regular basis by the Project Manager in order to update the project resourcing and financials.

1. Labor Tracking Tab
   • The Project Manager updates the period to reflect the ones that in the past, current and in the future.
   • 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, EE) and decides how to adjust (or not) the project execution strategy. This can lead to an update of the Margin Objective for Labor.
2. Expenses tab
   • The Project Manager updates the number of items invoiced since the beginning of the project for each type of expense.
   • The Project Manager updates the estimated number of items to be invoices for type of expense until the end of the project.
   • The project Manager looks at the KPIs (in particular MAE) and decides how to adjust (or not) the project execution strategy. This can lead to an update of the Margin Objective for Expenses / Direct Costs.
3. Performance 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 for Labor and/or Expenses.
4. Project Report Out
   • The Project Manager sends a Project Report Out (🐙 Conduite Menu) and provides context on the current values of the project KPIs and strategy adjustments.

Structure & Features

Project Sheet

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

Project Section

Attribute	Description
Project Name	The name of the project.
Client	The name of the client.
Project Manager Email	The email of the Project Manager. This is required to receive the PRO Update.
Task Management Tool	The link to the task management tool (Asana, Trello, Basecamp, ...) used to coordinate work on the project.
Budget Builder	The link to the Budget Builder. This is required to automatically seed the financial sections of this sheet. See the Seed From Budget Builder menu option.

Contact List

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Labor Tracking

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Expenses Tracking

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Performance

This is a read-only (protected) tab. Do not modify it.

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Rates

This is a read-only (protected) tab. Do not modify it.

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Configuration

This is a hidden and read-only (protected tab). This tab should remain hidden. Do not modify it.

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

Conduite Menu

Seed From Budget Builder

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Submit Project Report Out

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Help

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