The One-Pager Dashboards pack provides a concise yet powerful set of five reports designed for quick insights into core project management entities.
Each report is presented on a single page in portrait layout, focusing on simplicity and fast access to key information without excessive navigation or interactions.
Included Reports:
All dashboards share a unified structure, minimalist design, and straightforward metrics presentation. Filters and visual interactions are intentionally limited, keeping the user experience clear and consistent.
Below is an overview of each dashboard and its key sections.
Project One-Pager
A comprehensive single-page view of an individual project, designed to summarize schedule, budget, progress, and key issues.
Header Metrics:
Report metric |
Metric description |
Manager |
Project Manager |
Start |
Project Start Date |
Finish |
Project Finish Date |
Progress |
Schedule Progress, % (Rolled up Progress from the tasks in the primary schedule) |
Tags |
Project Tags |
Stage and Organizational Alignment Metrics:
Report metric |
Metric description |
Project Stage |
Project Stage |
Project State |
Project State |
Portfolio Name |
Portfolios that include the project, either directly or through a program |
Program Name |
Programs that include the project |
Financial Section Metrics:
Report metric |
Metric description |
Allocated Budget |
Project Budget |
Actual Budget |
Project Actual Cost |
Baseline Budget |
Project Baseline Cost |
Forecast Budget |
Project Forecast Cost |
Status Overview Metrics are self-descriptive, providing a snapshot of project health.
Key Dates and Deliverables Metrics:
Entity |
Display Conditions |
Key dates |
Complete: "No" |
Deliverables |
Progress < 100% |
Risks and Issues Metrics:
Entity |
Display Conditions |
Risks |
Status: "Active" |
Issues |
Status: "Active" Top 5 Issues sorted by Priority ascending from "High" to "Low" and, within each priority, by due date (newest first). |
Task Summary Metrics:
Tasks from the project Primary Schedule are taken into account.
Report metric |
Metric description |
No Assignments |
Tasks without Assignments |
No Start/Due Date |
Tasks without Start/Due Dates |
No Effort |
Tasks that meet one of the following conditions: |
No Completed Work |
Tasks that meet one of the following conditions: |
No Remaining Work |
Tasks that meet one of the following conditions: |
No Story Points |
Tasks without Story Points |
Portfolio One-Pager
Provides a one-page summary of an entire portfolio, including performance, composition, and health indicators.
Header Metrics:
Report metric |
Metric description |
Manager |
Portfolio Manager |
Start |
Portfolio Start Date |
Finish |
Portfolio Finish Date |
Days Remaining |
Number of days from today until the Portfolio Finish Date |
| Completed | The ratio of projects where Progress is "Completed" to the total number of projects that are in the portfolio, either directly or through program |
Tags |
Portfolio Tags |
Status Overview Metrics are self-descriptive, providing a snapshot of portfolio health.
Portfolio Summary Metrics:
The number of projects that are in the portfolio, either directly or through a program, is broken down:
- by Project Overall Status
- by Project Progress
- by Project Stage
The number of portfolio programs is broken down:
- by Program Overall Status
- by Program Stage
Key Dates Summary Metrics:
The number of Key dates that meet the following conditions:
- Late - Complete: "No" and the Key date is in the past
- Approaching - Complete: "No" and the Key date is not in the past
- Completed - Complete: "Yes"
Portfolio Programs Metrics:
The Portfolio Programs section contains the set of programs included in the current portfolio.
The table includes an additional filter that limits the set of programs by the value of Program Stage.
Portfolio Projects Metrics:
The Portfolio Projects section lists all projects in the current portfolio, either directly or through programs.
The table includes an additional filter that limits the set of projects by the value of Project Stage.
Program One-Pager
Summarizes key information about a program and its related projects.
Header Metrics:
Report metric |
Metric description |
Manager |
Program Manager |
Portfolio |
Portfolios the Program is in |
Start |
Program Start Date |
Finish |
Program Finish Date |
Days Remaining |
Number of days from today until the Program Finish Date |
Completed |
The ratio of projects where Progress is "Completed" to the total number of the program's projects |
Tags |
Program Tags |
Status Overview Metrics are self-descriptive, providing a visual snapshot of program performance.
Program Summary Metrics:
The number of projects that are in the program is broken down:
- by Project Overall Status
- by Project Progress
- by Project Stage
Key Dates Summary Metrics:
The number of Key dates that meet the following conditions:
- Late - Complete: "No" and Key date is in the past
- Approaching - Complete: "No" and Key date is not in the past
- Completed - Complete: "Yes"
Program Projects Metrics:
The Program Projects section presents the set of projects included in the current program.
The table includes an additional filter that limits the set of projects by the value of Project Stage.
Idea One-Pager
A single-page report focusing on idea management and alignment with strategic goals.
Header Metrics:
Report metric |
Metric description |
Submitter |
Idea Submitter |
Submitted On |
Date the Idea was created |
Business Challenge |
Business Challenge associated with the Idea |
Challenge Manager |
Manager of the Business Challenge associated with the Idea |
Alignment Score |
Idea Alignment Score |
Tags |
Idea Tags |
Idea Stage Diagram, Idea Financial Metrics, and Idea Resource Metrics are self-descriptive sections summarizing the idea’s lifecycle and feasibility.
Strategic Priority clustered bar chart:
The chart allows you to evaluate how the idea’s Strategic Priorities align with the organization’s Strategic Priorities.
- Organization’s Strategic Priorities are displayed as grey bars.
- Idea’s Strategic Priorities are displayed as:
- Green bars: full alignment
- Red bars: partial alignment
Risks Section Metrics are self-descriptive:
Resource One-Pager
An analytical summary of an individual resource’s workload, utilization, and assignments.
Resource Summary Metrics:
General information about the resource.
Workload Summary Metrics:
Shows workload data for the selected period (default: previous month). A slicer allows switching between previous, current, and next months.
Assignments Summary Metrics:
The Resource Assignments section displays information about all assignments associated with the resource.
The Assignments by Status chart shows data for entities with a Status field, including Tasks, Key Dates, and Deliverables.
Planning & Utilization Metrics:
The Planning and Utilization section shows the projects where the resource is added to the Resource Plan, or where they have task assignments.
The Planning and Utilization section contains two main visuals: a table and a chart. Both visuals display information about the resource’s workload over three periods: previous, current, and next month.
A slicer in the upper-right corner of the table controls the visibility of its columns.
Calendar Exceptions:
The Calendar visual shows the Resource Calendar Exceptions and Global Calendar Exceptions for three months. The color indicator meanings:
- Blue cell color – a global calendar exception;
- Light grey cell color – a resource calendar exception with partial availability;
- Dark grey cell color - a resource calendar exception with no availability;
- White cell color – no exception.
How to export the report to PDF or PowerPoint
Before exporting, click the link “Click to make report PDF export ready” in the upper-left corner of the report. This applies the filter for the currently opened entity so that the exported file reflects the latest data.
Next, choose Export to PDF or Export to PowerPoint. In the export pop-up, set the following options:
- Export with: Current Values
- Only export current page
Click Export, and a single-page file containing the current report data will be generated.
