The Projects Dashboard serves as a central landing page for all projects within your ActionAtlas account. This comprehensive overview provides critical insights into your project pipeline, allowing team members to quickly assess project status, financial metrics, and timeline information at a glance.
The Projects Dashboard showing both available views
Dashboard Overview
The Projects Dashboard is designed to give you maximum visibility into your project portfolio. It displays all active, completed, and upcoming projects, with powerful filtering and sorting capabilities to help you focus on what matters most. The dashboard automatically updates as project statuses change, ensuring you always have the most current information.
Dashboard Viewing Options
The Projects Dashboard offers two distinct viewing options to accommodate different working styles and information needs:
List View
Displays projects in a detailed tabular format, allowing for easy comparison across multiple data points and efficient sorting. Ideal for data-focused analysis and when managing a large number of projects.
Grid View
Presents projects as visual cards, highlighting key information and status indicators. Perfect for quick status checks and for teams that prefer a more visual representation of their project pipeline.
Key Project Metrics
The Projects Dashboard provides immediate access to critical project information, allowing you to monitor performance across your entire portfolio. Key data points include:
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Project Name & Number
Unique identifiers for each project in your system
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Days Left
Countdown to project deadlines with visual indicators
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Project Managers
Assigned project leads and team contacts
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Total Cost & Total to Bill
Current financial standing and billable amounts
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Profit/Loss
Real-time financial performance indicators
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Project Status
Visual indicators of current project phase and health
Dashboard Actions
From the Projects Dashboard, you can perform several important actions:
- Filter Projects – Narrow down the view by client, status, project manager, or date range
- Sort Projects – Organize the display by any column header to prioritize information
- Search Projects – Quickly locate specific projects using the search function
- Access Project Details – Click on any project to view its complete information and history
Tip: Customize your default view by saving your preferred filters and display options. Click on the "Save View" option in the dashboard menu to create a personalized landing page.
Need Help?
Our support team is here to assist you with any questions about the Projects Dashboard.
Contact Support