Project - Dashboards

Projector can embed dashboards and other content from third party website providers. We support integrations with PowerBI and ProjectorBI. You can also embed data from any provider that allows Cross Origin Resource Scripting (CORS).


Permissions and Settings

This section is only available if you have enabled the Advanced Analytics Module (AAM). To configure ProjectorBI or PowerBI see /wiki/spaces/docs/pages/12911462.

The following two groups can make changes on this tab:

  • have the cost center permission Maintain Projects and Engagements 
  • the current project stage allows Edit Project Info AND you are one of the following
    • Engagement Manager
    • Projector Manager
    • On Project Management Team and Can Act as PM


Project Dashboards

Each dashboard defined here appears on the Project Workspace and on Project - Dashboards.

Dashboard Name

Type in a name. This is displayed on the dashboard's tab. 

Add Dashboard

Click the plus icon. 

Copy Dashboard

Select a dashboard. Then click the copy icon.

Delete Dashboard

Select a dashboard. Then click .


Dashboard Access

Your users are categorized into the following groups. The table below explains who is a part of each group and has access to this dashboard. 

Relationship to ProjectDescription
Engagement ManagerDefined on the Engagement - Setup Engagement
Project Management TeamDefined on the Project - Setup Project. Includes anyone who can Act as PM
Resource Assigned to a Role (Non-limited User)Any resource who is currently booked to the project.
Resource Assigned to a Role (Limited User)
Any resource who is currently booked to the project and is limited
Resource Not Assigned to a Role (Non-limited User)
Any active resource in your organization. Does not require any special permissions (view project, etc).
Resource Not Assigned to a Role (Limited User)
This option was included for completeness, but is effectively non-functional. Limited users are excluded from viewing projects they don't have a role on. As of this time, that situation does not occur.
Client UserAny user with the Client flag set on their user profile. Client users are logins created for your clients. This allows them to log into Projector and collaborate with your team and view their invoices.
User with Cost Center PermissionUsers with the cost center permission Access Project Workspaces for this project's cost center


Configure Dashboards

Choose from three different embed options using Display From. The sections below explain how each one is configured.

MS PowerBI

Configure a PowerBI dashboard for display.

Open your dashboard at https://app.powerbi.com. Copy the URL into notepad or another text editor. It should look something like this:

//Identify the two, thirty-six character codes in the URL. The first is the Workspace ID. The second is the Report ID. In the above URL they would be:
https://app.powerbi.com/groups/7b087de2-53a5-4cc7-b51d-0d780508debb/dashboards/0c06c76a-0745-4a13-8bbd-abc108388407?noSignUpCheck=1


FieldDescription
Workspace ID7b087de2-53a5-4cc7-b51d-0d780508debb (example only)
Report ID0c06c76a-0745-4a13-8bbd-abc108388407 (example only)
Filter Parameters

PBI-IssueList/ProjectCode eq '{0}'

Dynamically filter the dashboard by using these replacement codes.

{0} = Project Code
{1} = Engagement Code
{2} = Project Unique Identifier
{3} = Engagement Unique Identifier
{4} = Contract Line Item Code
{5} = Contract Line Item Unique Identifier
{6} = Client Number
{7} = Client Unique Identifier



ProjectorBI

Configure a ProjectorBI dashboard for display. 


FieldDescription
AliasEnter the dashboard's alias. See the tutorial linked above if you aren't sure how to set or find an alias.
Parameters

resetvariables&projectcode={0}

Dynamically filter the dashboard by using these replacement codes.

{0} = Project Code
{1} = Engagement Code
{2} = Project Unique Identifier
{3} = Engagement Unique Identifier
{4} = Contract Line Item Code
{5} = Contract Line Item Unique Identifier
{6} = Client Number
{7} = Client Unique Identifier


Other Compatible BI Tool

Enter the URL of the website you wish to embed in Projector.