Setting Up Project 360 Dashboard Portlets

My Project Portfolio Portlet

• Create a Project Record – Create a project record so you can track key deliverables for completion. Project records store information like customer, start date, and status. For more information, see Creating a Project Record.

  Ensure that project status is set. Only projects marked In progress, Awarded, or Pending display in the portlet.

• Assign a Project Manager – Employees with full permissions to the project record need to assign a project manager so they can access the records and pages for the projects. For more information, see Assigning a Project Manager to a Project.

Key Performance Indicators Portlet

• Create a Project Budget – Set up a project budget to plan your spending for completing the project. The Budget vs. EAC gauge chart sources data from your project budget.

  To set up a project budget, see Creating a Budget from a Work Breakdown Structure.

• For the Profitability gauge chart setup, see the requirement listed on Financial Portlets Set Up.

  The gauge chart displays the values and chart colors (green, amber, or red) when there are transactions associated to the project.

Primary Information Portlet

No prior setup is required.

When you create a project record, the system automatically populates the project’s primary information.

Team Details Portlet

• Identify Project Team Resources – Identify an employee, a generic resource, or a vendor to include in your project so you can start delegating tasks. See Identifying an Employee as a Project Resource and Identifying a Vendor as a Project Resource.

  If you need to create a specific project resource role or a generic resource, see Working with Resources in Project Management.

• Assign Resources to a Project – With the Resource Allocations feature enabled, you can allocate resources to individual projects or to directly assign resources to project tasks. See Assigning Resources with Allocations.

  For more information about enabling a feature, see Enabling Features.

Project Documents Portlet

No prior setup is required.

When you create a project record, the system automatically displays the project documents attached to the project record.

Client Contact Portlet

• Create a Contact Record – To create a new contact for individuals you do business with, read Creating a Contact.

  The portlet shows only a contact with a Primary Contact role.

• Associate a Contact to the Customer Record – To associate a contact with the customer record, see Associating a Contact with a Record.

  Ensure to select the customer to which you associate the contact in the Customer field of the project record.

Gantt Chart Portlet

• Create a Project Schedule – Create a project plan to lay out the timeline for delivering the project. To create a project schedule, see Working with the Project Schedule.

• Create a Project Task or Milestone Task – A Gantt chart requires at least one milestone task or project task to display the data on the portlet.

  To create a project task, see Creating a Project Task Record.

  To create a milestone task, see Creating Milestone Tasks.

Resource Allocation Chart/Grid Portlet

• Enable the Resource Allocations Feature – You must enable the Resource Allocations feature to install the Resource Allocation Chart/Grid SuiteApp. See Enabling Features.

• Install the RACG SuiteApp – Install the Resource Allocation Chart/Grid SuiteApp 2.0 to access the features and display the data specific to RACG. See Installing the Resource Allocation Chart/Grid SuiteApp.

• Grant New Custom Roles with Access to RACG. – After customizing a role to access the Resource Allocation Chart/Grid, an Administrator must also add these new roles to the script deployment.

  For more information, read Granting Custom Roles Access to Resource Allocation Chart/Grid.

• Run the Required Script – After granting access, you can proceed with running the PSA RACG SU Main script. See Running Scripts for Resource Allocation Chart/Grid.

Milestones Portlet

Create a Milestone Task – Create milestones to mark a significant progress toward the goal of the project.

To create a milestone task, see Creating Milestone Tasks.

Timesheet Tracking Portlet

Enable the Required Feature – You must enable the Weekly Timesheets feature to view the data on the portlet. For more information, See Enabling Features.

Actual Hours vs. Planned Hours by Resources Portlet

• Set Project Preferences – Check the Allow Time Entry and Create Planned Time Entries boxes on the Preferences subtab of the project record.

• Assign a Resource to a Project Task – Assign a resource to a project task to generate the planned time. For more information, see Assigning Project Resources.

The Actual Hours data on the graph are shown after the project managers approve the timesheets submitted for the project.

Budget Portlet

• Create a Work Breakdown Structure – Create a work breakdown structure to deconstruct and organize project deliverable into sizable parts. See Creating a Work Breakdown Structure.

• Create a Project Budget – For more information, see Creating a Budget from a Work Breakdown Structure.

Budget vs. Actuals by WBS Portlet

Budget vs. EAC by WBS Portlet

Client Invoice Details Portlet

No prior setup is required.

Invoices and unbilled charges associated to the project appear on the portlet after creating the transaction.

Client Contact Portlet

This portlet is similar with the Client Contact portlet on the Project Overview page, which displays the information from the contact record you associate to the project.

• Create a Contact Record – To create a new contact, read Creating a Contact.

• Associate a Contact to the Project Record – To associate a contact with the project record, read Associating a Contact with a Record.

Client Invoices Portlet

No prior setup is required.

The portlet displays the graph when there are invoices for the project to show.

Project Profitability Portlet

Enable the Required Feature – You must enable the Advanced Project Profitability feature to view the data on the portlet. For more information, see See Prerequisites for Project 360 Dashboard SuiteApp.

Profitability Report Portlet