Support Category: Dashboards & Reporting

Dashboards

 Dashboards allow you to build high-level views that help you visualize your data and share information with workspace members and external collaborators. You can create dashboards to help you track project completion, provide status updates to stakeholders, or to manage your own work. Create a Dashboard To create a new dashboard: Select the Dashboards …

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Dashboard Gallery

This article provides several examples of Dashboards you can set up. A great dashboard lets you and your project stakeholders see real-time status, updates, risks, and instantly provides the critical details without causing information overload. To learn how to create, customize and share Dashboard, see the Dashboards and Dashboard Widgets help articles. Here are a …

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Dashboard Widgets

Dashboards consist of building blocks called widgets. You can choose from ten different types of widgets and add up to twenty widgets to each dashboard. Add a Widget To add a widget, click + Add Widget, select the widget type and configure your widget. The widget descriptions below will teach you about each type and help …

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Managing Requests with the Intake Form

A good intake process can make fulfilling a request or launching a new project much easier. In LiquidPlanner, you can add an Intake Form widget on a dashboard to allow team members or external guests to submit new items like urgent IT issues, client feedback, or project requests. Before building an intake form, you may wish to familiarize yourself with Dashboards. …

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Resource Workload Report

« See All Training Videos The Resource Workload report on the People tab shows what teams or individual people are working on, when they’re working on it, and how much work they have over time — helping managers visualize team capacity and allocate resources where they’re needed most. Resource Workload is most useful when you are …

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Analytics Roll-Up Reports

Your LiquidPlanner workspace holds a rich store of project data. From the Analytics tab, you’ll be able to create custom reports with this data to gain valuable insights that ultimately help you manage your projects more effectively. Workspace administrators and managers have access to Analytics.  Only workspace administrators can see metrics derived from rate sheet data (billing …

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Analytics Baseline Reports

Baseline analytics reports allow you to see how a project truly unfolds from project initiation to project completion. In LiquidPlanner, baseline analytics reports compare your current plan data to how it looked on an earlier date, including delta calculations so you can see exactly what shifted and gain valuable insights into how the original plan compares to …

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