Project Management Dashboard

Last modified on September 9th, 2021.


The Project Management dashboard offers a way for project managers and other users to view important upcoming dates and deadlines, Calendar events, track Kanban Board progress, and view hierarchical breakdowns of Kanban Boards.

Project Management View

Navigating to Project Management

From within a project, open the ‘MENU’ drop-down and click the ‘Project Management’ menu item under the “Tools” section.

Project Management Menu Link

From this view, you can jump to the new filtered ‘Charts View’ for Kanban Boards or Gantt Charts where the only charts shown in that view are one or the other.

Project Management Navigate to Specialized Charts Views

Calendar and Upcoming Dates

Included in the Project Management dashboard is a customizable Calendar widget. The events shown on the calendar are the built-in Holidays, Task and Kanban Board Due Date’s, and Kanban Column and Milestone Start dates. To the right of the calendar is a list of upcoming dates with the same search criteria, however, only dates occurring after the current time are shown.

Project Management Calendar and Upcoming Dates Widgets

Selecting a day on the calendar automatically converts the Upcoming Dates widget into a view of that day’s event details. More event details are shown in the widget for that day, including the exact time they occur and when they were last modified.

Project Management Calendar and Upcoming Dates Widgets with Day Selected

Clicking the link icon in the Upcoming Dates widget navigates to the entity view for that particular event.

If a day which has more events on it than can be shown on the Calendar is selected, the number of events on that day is displayed in the top right corner. Hovering over the events on that day allows the user to use the mouse to scroll up/down to view the other events.

Project Management Calendar Day Selected

Hovering over the calendar reveals the settings and search buttons. Click the gear icon to open the calendar settings dialog.

Calendar Settings Button

From here, you can choose which types of events to show or hide from the calendar. All changes made to this calendar’s settings are saved per user, so changes you make to your PM calendar widget settings will not affect other users on your project.

General Section of Calendar Settings

You also have the ability to change the background and text colors of each event type by clicking the pencil button next to each group. To go back to the default colors, select the eraser button next to the pencil.

Colors Section of Calendar Settings

As the colors change, the name of the group in the middle will change to show a preview of what your background/text color combination will look like. Hovering over the name displays the Class/Label/Attribute combination that makes up that group.

Hover Over Group Name in Colors Section of Calendar Settings

To search for an event on the calendar, click the magnifying glass icon to open the calendar search dialog.

Calendar Search Button

From here, you can search for an event on the Calendar by specifying part or all of the name/number associated with the event and pressing the Enter key. This will bring up the list of all the Calendar events that match the name/number search. Click the checkbox of the event you wish to turn the Calendar page to and click ‘Confirm’.

Note: Only events that are a) associated with the current Calendar chart query and b) events that are not hidden by one of the groups will show up in the search results.

After confirming, the Calendar will automatically flip to the month of the event you selected and momentarily highlight the day that event occurs on.

Calendar Search Result Highlight

To navigate back to the current month, click the ‘Today’ button in the toolbar.

Calendar Today Button

To navigate to any specific month, click the Calendar header to bring up the popover where you can select the month and year you want the Calendar to jump to.

Calendar Navigation Date Picker

Hierarchy Chart

The Project Management dashboard also includes a widget to select Hierarchy Charts associated with Kanban Boards.

Project Management Hierarchy Chart Widget

After selecting the Kanban Board whose Hierarchy Chart you want to view, the preview image of the diagram is shown which you can click to navigate directly to that Hierarchy Chart.

Project Management Hierarchy Chart Image

Note: Clicking the same board option clears the selection.

Board Progress

Also included in the Project Management dashboard is the Board Progress widget which shows a bar chart of the selected Kanban Board with task counts across each column.

Project Management Board Progress Widget

After selecting the Kanban Board whose progress bar chart you want to view, the bar chart with the column names and their task counts is shown. Hover over each bin to get the exact task count.

Project Management Board Progress Bar Chart

Note: Clicking the same board option clears the selection.

Project Management Dashboard

Last modified on September 9th, 2021. 


The Project Management dashboard offers a way for project managers and other users to view important upcoming dates and deadlines, Calendar events, track Kanban Board progress, and view hierarchical breakdowns of Kanban Boards.

Project Management View

Navigating to Project Management

From within a project, open the ‘MENU’ drop-down and click the ‘Project Management’ menu item under the “Tools” section.

Project Management Menu Link

From this view, you can jump to the new filtered ‘Charts View’ for Kanban Boards or Gantt Charts where the only charts shown in that view are one or the other.

Project Management Navigate to Specialized Charts Views

Calendar and Upcoming Dates

Included in the Project Management dashboard is a customizable Calendar widget. The events shown on the calendar are the built-in Holidays, Task and Kanban Board Due Date’s, and Kanban Column and Milestone Start dates. To the right of the calendar is a list of upcoming dates with the same search criteria, however, only dates occurring after the current time are shown.

Project Management Calendar and Upcoming Dates Widgets

Selecting a day on the calendar automatically converts the Upcoming Dates widget into a view of that day’s event details. More event details are shown in the widget for that day, including the exact time they occur and when they were last modified.

Project Management Calendar and Upcoming Dates Widgets with Day Selected

Clicking the link icon in the Upcoming Dates widget navigates to the entity view for that particular event.

If a day which has more events on it than can be shown on the Calendar is selected, the number of events on that day is displayed in the top right corner. Hovering over the events on that day allows the user to use the mouse to scroll up/down to view the other events.

Project Management Calendar Day Selected

Hovering over the calendar reveals the settings and search buttons. Click the gear icon to open the calendar settings dialog.

Calendar Settings Button

From here, you can choose which types of events to show or hide from the calendar. All changes made to this calendar’s settings are saved per user, so changes you make to your PM calendar widget settings will not affect other users on your project.

General Section of Calendar Settings

You also have the ability to change the background and text colors of each event type by clicking the pencil button next to each group. To go back to the default colors, select the eraser button next to the pencil.

Colors Section of Calendar Settings

As the colors change, the name of the group in the middle will change to show a preview of what your background/text color combination will look like. Hovering over the name displays the Class/Label/Attribute combination that makes up that group.

Hover Over Group Name in Colors Section of Calendar Settings

To search for an event on the calendar, click the magnifying glass icon to open the calendar search dialog.

Calendar Search Button

From here, you can search for an event on the Calendar by specifying part or all of the name/number associated with the event and pressing the Enter key. This will bring up the list of all the Calendar events that match the name/number search. Click the checkbox of the event you wish to turn the Calendar page to and click ‘Confirm’.

Note: Only events that are a) associated with the current Calendar chart query and b) events that are not hidden by one of the groups will show up in the search results.

After confirming, the Calendar will automatically flip to the month of the event you selected and momentarily highlight the day that event occurs on.

Calendar Search Result Highlight

To navigate back to the current month, click the ‘Today’ button in the toolbar.

Calendar Today Button

To navigate to any specific month, click the Calendar header to bring up the popover where you can select the month and year you want the Calendar to jump to.

Calendar Navigation Date Picker

Hierarchy Chart

The Project Management dashboard also includes a widget to select Hierarchy Charts associated with Kanban Boards.

Project Management Hierarchy Chart Widget

After selecting the Kanban Board whose Hierarchy Chart you want to view, the preview image of the diagram is shown which you can click to navigate directly to that Hierarchy Chart.

Project Management Hierarchy Chart Image

Note: Clicking the same board option clears the selection.

Board Progress

Also included in the Project Management dashboard is the Board Progress widget which shows a bar chart of the selected Kanban Board with task counts across each column.

Project Management Board Progress Widget

After selecting the Kanban Board whose progress bar chart you want to view, the bar chart with the column names and their task counts is shown. Hover over each bin to get the exact task count.

Project Management Board Progress Bar Chart

Note: Clicking the same board option clears the selection.