PROJECT MANAGEMENT DASHBOARD UPGRADES
under review
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Shawnon Parkinson
1) Give us the opportunity to toggle between the Opportunity Dashboard and Project Dashboard from the Dashboard View (if you have the predetermined access to see both).
2) Key Dates - ADD to Dashboard... I want to be able to see Key Dates pop up on the Dashboard for Project Management. We can't miss them. We need to be able to see these date reminders in one place vs having to go into dozens of projects all of the time to check on those dates.
3) Custom Dashboards - Ability to move things around like Evernote dashboard and choose which windows we want to see or not to see.
4) Make project timelines (aka Phases) viewable in a Gantt Chart View. This is absolutely necessary for Project management that Asana and other do.
5) The Gantt chart should be viewable per project in the project overview of the each project and Also on the dashboard for key dates / per project as in what is coming up (30 day forecast)
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Ryan Schmidt
Hey Shawnon! There will be an update to the project and opportunity dashboard coming out in our November 21st release. However, it won't address all of the above points. That being said, one of my biggest projects for 2024 is to introduce widget-based (custom) dashboards into Cloud, so that you can pick and choose what information you want displayed, in what order, and whether that's a small or large widget. I've been making really good progress in setting this up so far, and plan on sitting down with users in Q1 to finalize the vision. In addition, we're currently working on gantt charts for the schedulers and many other improvements, both general and specific requests.
Finally, when you're on the dashboard, the icon in the top right allows you to switch between the Opportunity and Project view. There is a bug where the hover text isn't displaying on these icons, so that may have been a source of confusion. Now that I'm aware of it, we'll get that taken care of.
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Robi Aamodt
Ryan Schmidt: can we volunteer for the list of test users in Q1?
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Ryan Schmidt
Robi Aamodt: Absolutely. Once I put together a Calendly for this I'll post the link here and tag you in that post.
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Justin Carter
Ryan Schmidt: That would be great! we would love to test also.
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Shawnon Parkinson
Ryan Schmidt: Awesome, Thanks for jumping on this. Yes, please add me to that list. Please make the Gantt charts downloadable / printable to send to clients or GC's. The sharing of this information for their scheduling is important so they know our processes.
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Robi Aamodt
Ryan Schmidt: any update on the timeline for a beta?
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Ryan Schmidt
Robi AamodtHi Robi, so sorry for the delay. I was out on paternity leave and today is my first day back. Let me get with the team to see the status on this and I will get back to you, although I do know that it won't be during Q1 since we've already passed the February release. Thank you!
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Robi Aamodt
Personalized dashboard for sure! I hate having to switch between two different views to look at projects, opportunities, tasks, to-dos. I want to be able to customize what I see and where so everyone in the company has the relevant information for them.
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Laura Gallop
This would be very helpful, being able to see global reports can only assist in efficiency.
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Jason Flores
What is the order that the projects are listed in. Can we please select the order, alphabetical, due date, priority, etc..
The list only displays 10 active projects when there are more than that.
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Ryan Schmidt
under review
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Shawnon Parkinson
Also A way to reorganize 'My Active Projects' on the dashboard. Right now they just land in random order. We should be able to view them by Phase, Project Name. And I really cant stress enough how great it would be to have the ability to see your active projects in Gantt view. This is how every large project is managed by larger GC companies and it would be nice to make all of these views printable, sso we can hand them off to someone if needed.