TM - Dashboard

1. Purpose
  • Analyse work distribution across resources
  • Track project and resource timelines
  • Monitor logged hours and schedule slippage
  • Gain quick insights through grouped and expandable summary data

The Dashboard is a read-only analytical view intended for monitoring and reporting.

2. Page Overview

2.1 Navigation Path

  • Home > Task Management > Dashboard

2.2 Page Layout

The Dashboard page consists of:

  • A left navigation panel (sidebar)
  • A main content area displaying the Summary Grid
  • Date range selection controls
  • Top-right grid-level action controls

The grid displays summary data based on the selected date range.

3. Date Range Selection

3.1 From Date / To Date

  • Users can select a date range using calendar dropdowns
  • The grid data refreshes automatically based on the selected date range
  • Only records falling within the selected range are displayed

3.2 Clear Date Selection

  • A Close (X) icon appears next to the selected date range
  • Clicking the icon:
    • Clears the selected dates
    • Resets the grid to its default state
4. Dashboard Grid Overview

4.1 Grid Behaviour

  • The grid presents project and resource-based summary data
  • Data can be grouped, filtered, searched, and exported
  • The grid supports:
    • Expand / collapse rows
    • Grouping by Project Name and Resource Name
    • Column customization
  • Project Name and Resource Name fields include an expand (>) icon
  • Clicking the icon:
    • Expands to show related child rows
    • Collapses to hide detailed data

This allows users to drill down from project > resource > detailed summary.

5. Top-Right Grid Actions

5.1 Quick Search

  • Allows keyword search across all visible dashboard fields
  • Includes a Refresh icon to clear the search input

5.2 Filters

  • Allows users to apply filters based on available dashboard fields
  • Supports multiple filters applied simultaneously
  • Includes:
    • Add New Filter option
    • Remove All Filters option
  • Filtered results are reflected instantly in the grid

5.3 Column Visibility

  • Opens a dropdown listing all available dashboard columns
  • Allows users to control which columns are displayed in the Dashboard grid
  • Includes a search option to quickly find columns by name
  • Available columns with toggle switches:

5.4 Group Columns

  • Allows grouping the grid data by:
    • Project Name
    • Resource Name
  • Supports searching columns within the grouping panel
  • Includes a refresh option to reset the grouping search

5.5 Export Options

  • Provides Export to Excel functionality
  • Exported file reflects:
    • Selected date range
    • Applied filters
    • Grouping
    • Visible columns
6. Dashboard – Field Requirements
 Field Name Description Source / Logic
Project NameDisplays the project name (e.g., HRMS) with expand/collapse support.Project master
Resource NameDisplays resource or team member names with expand/collapse support.Task assignment
ClientDisplays the client or engagement type associated with the project.Project master
Initial TimelineDisplays the planned start and end dates of the task or project.Planned data
Current TimelineDisplays the actual start and end dates based on execution.Task execution
Slippage (Days)Displays the difference between actual end date and planned end date.System calculated
Created DateDisplays the date when the module/task was created.System
Created ByDisplays the user who created the module/task.System
Logged HoursDisplays total hours logged, including individual resource contributions.Work logs
7. Logged Hours Calculation Rules
  • Logged Hours are derived from time entries made by resources
  • Values include:
    • Individual resource hours
    • Aggregated totals at project and group levels
  • Totals update automatically based on the selected date range
8. Grouping & Aggregation Rules
  • When grouped by Project Name:
    • Logged hours and timelines are aggregated at the project level
  • When grouped by Resource Name:
    • Hours reflect resource-specific effort across projects
  • Expanded rows display detailed breakdowns beneath grouped rows
9. Footer Information
  • Total Records displayed at the bottom-right corner of the grid 
  • Indicates the number of records currently displayed based on:
    • Date range selection
    • Filters
    • Grouping
10. Business Rules
  • Dashboards are strictly read-only. No inline editing is permitted
  • Date range selection must filter all displayed data dynamically.
  • All data is system-calculated and derived from:
    • Tasks
    • Resource assignments
    • Work logs
  • Any updates in Task Manager automatically reflect on the Dashboard
  • Logged hours are automatically aggregated at project and resource levels.
  • Expandable rows reflect hierarchical drill-down from project > resource > detailed summary.
  • Filters, grouping, and column visibility are immediately reflected in the grid.
  • Exported Excel files must respect:
    • Selected date range
    • Applied filters
    • Grouping
    • Visible columns
11. Constraints
  1. Users cannot edit any field in the Dashboard.
  2. All calculations (slippage, logged hours, timelines) are system driven. 
  3. Expand/collapse behavior must accurately reflect parent-child relationships.
  4. Filtering and grouping must not break row aggregation. 
  5. Dashboard cannot display data without a valid date range selection (defaults apply).