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How to Use the Project Dashboard

Project analytics, progress S-curve, Important dates variance, and more

Latest Update 10-2-2026


The project dashboard offers a real-time overview of key performance indicators, enabling you to monitor and analyze the project progress and performance of the current version in comparison with the baseline.
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​Note: The Dashboard's version comparison (current vs. baseline) differs from the project version comparison, and these functionalities work independently.

How to access Dashboard: Click the Dashboard icon from the left toolbar


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Note: Data displayed on the page is not real-time updated. Click "Refresh" for the latest information.
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How to Set Baseline from the Dashboard

Baseline can be set in 4 ways from the baseline dropdown.

  1. Select Existing Baseline
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    • Click the option labeled 'Baseline' from the dropdown.
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  2. Assigning baseline when none has been assigned previously
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    • Click the option labeled 'Assign Baseline' from the dropdown menu.
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    • Click on any schedule version, except the current one, to set it as the baseline.
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      ​Note: Learn more about setting baseline here.
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  3. Select 'Previous'
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    • Click the option labeled 'Previous' from the dropdown menu.
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      ​Note: This sets the version created before the current version as baseline
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  4. Select 'Other Versions'
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    • From the dropdown, click on 'Other Versions' to access the version canvas, which displays all schedule versions.
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    • Click on a schedule version to set as baseline.
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Using Progress S Curve

  • Show baseline on Progress S Curve graph: Click on the "Early Start" and "Late Start" checkboxes to respectively display the baseline curve on the graph.
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  • Display data over various time periods: Choose between Day, Week, Month, or Year to refine the chart and showcase progress data accordingly.
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Adding To Watchlist

  1. Click on 'Add to Watchlist' to open 'Watch an Activity/Milestone' modal
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  2. Hover over any Activity or Milestone and click on 'Watch' to add to watchlist.
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  3. Elements added to the watchlist in the current version will appear in the table.
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    ​Note: Learn more about watchlist here.
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    Download Project Dashboard​

    You can download the dashboard by selecting the Download PDF button at the top right of the Project Dashboard
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Note: This will download all charts and graphs as a multi-page PDF and tables will be included as a multi-tab excel file.​


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