Dashboards
The dashboard allows you to view many areas of your projects at a glance. It provides a quick overview of the current project information without having to open the individual projects. Views can be configured individually for each user.
Tip For advanced users, we recommend our dashboard and reports workshop to enable you to work independently with the extensive and sometimes complex functions (available both as on-site training and online training).
Content
Access Dashboards
To access the dashboards, open the InLoox Web App and click on Dashboards in the left-hand menu in the Business Intelligence section.
Dashboard Templates
InLoox Web App has several dashboard templates that we provide you with and which are ready-to-use. These are
- Project KPIs
- Project Milestones
- Task Insights
- Resource Insights
- Resource Effort Plan-Actual
- Financials Plan-Actual
- Project Value
- Budget Overview
Info If you have been an existing customer for some time, it is possible that you still have our older templates in your system. You can download the new templates here and afterwards import them.
Import & Export Dashboards
Click on the three vertical dots at the top right and then on Manage views.
Here you will find an overview of all your existing dashboards. You can use the arrows to upload and download the views (json file).
If you not only want to download the view as a json file but also export the dashboard itself, select the corresponding dashboard and click on the following symbol in the top right-hand corner:
To export, choose between exporting as a PDF, image or Excel sheet.
Then adjust the layout settings if needed and download the dashboard by clicking on Export.
Dashboard Designer
You can use the Dashboard Designer to design completely new dashboards or customize existing dashboards according to your needs.
Create new dashboard
Click on the three vertical dots at the top right and then on New Dashboard.
Enter a name for the dashboard and save it.
Afterwards, the Dashboard Designer opens.
Set a global filter for your dashboards
Since InLoox 11.17, you can set a global filter for your InLoox Dashboards in order to e.g. exclude archived projects from all Dashboards widgets and subsequently views or set a specific time frame.
- In InLoox Web App, go to Dashboards.
- Click on the three dots in the upper right hand corner and select Create new Dashboard.
- Name your new Dashboard.
- Click on the dashboard menu on the left and select Data Sources.
- Make sure, InLoox is marked, then select one of the areas you need to filer and click on the edit icon.
- In the window Dashboard Data Source Wizad, click on Run Query Builder...
- In the window Query Builder, click on Query Properties.
- Click on the three dots in the field Filter.
- In the window Filter Editor, click on the Plus Icon next to And and put in your filter.
- Click OK to set the filter for all your InLoox Dashboards.
If you e.g. want to exclude all your archived projects from your dashboards, enter this filter: AND - Projekcts.Project_IsArchived - Equals - False
You can now select the fields that are relevant to you from the various elements on the left and drag and drop them into the dashboard. Examples include text fields, various types of diagrams, tables and many more. You must base these elements on a data source.
Undo
If you want to undo an entry, use the Undo/Redo function, which has also been available in the Dashboard Designer since InLoox 11.16. Use the arrows in the top left-hand corner.
Customize an existing dashboard
Select the dashboard you want to customize.
Open the Dashboard Designer by clicking on the Edit Dashboard slider at the top right.
Afterwards, the Dashboard Designer opens again. Move or delete individual elements, change the data source or add new elements. This allows you to customize the dashboards according to your needs.