Firm360's Custom Dashboard empowers you to craft a personalized dashboard, organizing and prioritizing your chosen widgets according to your unique priorities. Each report displayed on the dashboard is a widget, providing quick access to vital information or functions without needing to navigate to multiple screens or applications. The dashboard can be formatted to a one column or two column layout for easier viewing.
The current list of available dashboard widgets includes:
- All Open Projects
- My Open Projects
- My Open Tasks
- All Open Projects By Assignee
- All Open Projects By Project Status Categories
- Current WIP
- Hours By Employee
- Year To Date Invoiced
- Year To Date Revenue
- Year To Date Project Completed
- Accounts Receivable
- My Assigned Leads
- My Assigned Messages
- My Notifications
Important Note: Some widget visibility is based on a specific user role. If a user does not have that certain user role they will not be able to see the complete list of widgets.
User must have Reporting Role to choose from these specific widgets
- All Open Projects By Project Status Categories
- Current WIP
- Hours By Employee
- Year To Date Invoiced
- Year To Date Revenue
- Year To Date Project Completed
- Accounts Receivable
User must have Client Messages Role to choose this specific widget
- My Assigned Messages
Steps to customize your Dashboard
- From the Dashboard click on Change Layout
- Add Widgets
- Select the Widgets(reports) you want on your dashboard. When you select a widget, the report will appear on your dashboard. Then, click the ‘add widget’ button again to select another widget
- If you want to remove a widget you have selected click on the blue X next to that widget
- Re-order your widgets to prioritize what’s most important to you by sliding the 3-bar symbol up and down
- Decide if you want to a one column or two columns layout for your dashboard by clicking on the two-column button
- Once you have your widgets selected, arranged and formatted how you like click on Finished Changing Layout
Other Dashboard Features:
1. Quick access to documents that you have checked out
- The document Description link will take the user directly to the document
- Action dropdown provides document management tools
2. Quick access to Start Timer or Add Time from the Open Projects Widget
Customize the Open Tasks widget
Subtasks will show under tasks in the Open Tasks widget. If you have too many subtasks on your dashboard, you can collapse them by enabling the Collapse Project Subtasks option in Admin > Settings > Projects. This will then allow you to still have quick access to subtasks by clicking on show next to subtasks.
All Open Projects By Project Status Categories:
All your project statuses are grouped into four categories for display in this chart. You can determine which category a status belongs to by navigating to the customizations section in the black ribbon: go to Project Statuses, then Edit a Status. From there, select the appropriate status category that you want this status to contribute to in the chart.
Year To Date Invoiced: The amounts are populated based on those found on the invoice tab in the black ribbon.
Accounts Receivable: The amounts are populated based on those found on the invoice tab in the black ribbon.
Current Work in Progress: The amounts are populated based on those found on the WIP in the black ribbon.
Note: This number is pulling all WIP so if time has been carried forward you will need to carry the date on the WIP report forward for the numbers to match
My Notifications: View and access your In-app Notifications that appear under the bell on your dashboard