Project Overview

What does the Project Overview offer

The Project Overview Report provides a comprehensive, real-time view of project performance and activity. 

This powerful tool is included with every project, offering valuable insights to help teams monitor activities, identify trends, and make informed decisions. Designed for clarity and ease of use, the report ensures all users can access the data they need while maintaining strict permission controls. 

Key Features of the Report

• Permission-Based Access: Users only see the information they are authorized to view, ensuring data security and compliance.
• Included with Every Project: The report is a standard feature, provided to all customers at no additional cost.
• Data Export Options: Export data from any visual into formats like Excel, PDF, or Word, enabling offline analysis and reporting.
• Real-Time Updates: The report reflects the latest project activity, providing up-to-the-minute accuracy.
• Standardised Design: Ensuring consistency in reporting style across multiple projects

This report is your go-to resource for staying on top of project activities, offering transparency, accountability, and actionable insights to drive success.

Project Overview

Provides a high-level summary of your project, including total items, sub-items, and assignments. Drill down into specific categories to track the status and progress of key activities 

1. Tabbed Navigation - Switch seamlessly between pages like Teams, Drawings, Documents, Controllers, and Activity for holistic project management 
2. Tasks Assigned- View Total Items, Sub Items, and tasks Assigned to Teams or You in real-time 
3. Project Summary Breakdown - 
   • Categorised into your organisations key areas such as Quality, HSE, Permits, Firestopping, Damage and many more.
   • Each category expands to display the number of items and their current status, indicated by color-coded groups for easy identification (e.g., Open, Draft, Ready for Signoff).
4. Status-Based Navigation - 
   • Clicking on any status opens a detailed list in a new page, allowing you to deep-dive into specific items.
   • This feature helps streamline workflows by directing focus to tasks needing immediate attention.

Teams (and Drawings)

Offers insights into team contributions, showing a breakdown of tasks assigned, in progress, and completed by each team. Use this page to monitor workload distribution and ensure balanced collaboration.

1. Overview  - showing a breakdown of activty that requires assigning and the progress of currently assigned activities 
2. Team and User Breakdown - 
   • Detailed bar charts showcase item distribution among teams and individual users.
   • Easily spot unassigned tasks or review workloads to ensure balanced resource allocation
3. Interactive Navigation - Select any status or category to drill deeper into the data, allowing for targeted problem-solving and efficient task management. 

Documents

Centralises all project-related documents, displaying metrics such as total documents, storage usage, and uploads over time. Easily track document ownership and types for streamlined file management.

1. Access the Documents page to review files stored in the Project Document Repository
   • Total Documents uploaded.
   • Total Storage used.

Controllers

The Controllers page provides an in-depth view of the items your team is managing or has created within the project. It ensures clarity over ownership, responsibility, and contributions, making it a key resource for tracking accountability and distribution 

1. Item Breakdown Chart - Categorizes items (e.g., Quality, Permits, Fire Assessment) and their status using color codes, similar to the Teams page. This allows for quick analysis of each category's workload and current state.
2. Controller Breakdown Pie Chart - 
   • Visualizes the distribution of controlled items among teams
   • For example, percentages for Administrators, QA/QC teams, and other contributors help identify key stakeholders and their roles in project management.

The drill-down functionality mirrors that of the Teams page. Clicking on specific categories or statuses allows you to explore detailed lists of items and their controllers, facilitating targeted follow-ups or adjustments.

Activity

Presents a detailed analysis of project activity grouped by item, team, and location. Color-coded visuals and drill-down options help you focus on trends, performance, and specific areas of interest. 

1. Activity by Item / Team / Location - 
   • Displays all activity grouped by Item, Team, and Location.
   • Color-coded for easy identification of their current status (e.g., Open, Draft, or Completed).
   • Allows you to select specific categories or bars to drill down into detailed data, such as individual items or locations contributing to overall activity.
2. Burndown Chart - Tracks the accumulation and resolution of items over time 
3. Velocity Over Time - 
   • Line chart visualizing activity trends over time, showing the rate at which items are being addressed.
   • includes a date slider to narrow the focus of analysis to a specific period of time 
   • Adjustable views for day, week, or month to provide flexible analysis of activity patterns.