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View the Executive Dashboard in the Portfolio Tool

Objective

To view the Executive Dashboard in the company's Portfolio tool. 

Background

The Portfolio tool includes an Executive Dashboard that shows a pictorial view of the active projects in your company's account. 

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the company's Portfolio tool.
  • Requirements:
    • This feature requires Adobe Flash Player 8 or above. If this is not installed on your browser, a pop-up message will appear. Simply click Yes to download and install this browser update.
  • Recommendations:
    To get the most out of your Executive Dashboard, it is recommended that your company create the following items for use with Procore:
  • Limitations:
    • If your user profile has not been added to a project's Directory, you will NOT be able to view that project in the Portfolio's 'Projects' page. 

Steps

  1. Navigate to your company's Portfolio tool.
    The Portfolio page appears. After you create a project, this page lists all the projects in your company's Procore account. 
  2. Click Executive Dashboard.



    This reveals the Executive Dashboard. 
  3. View each of the available charts:
    • Projects by Programs. Reveals a pie chart showing the total number of Procore projects in your company's account by program. See Add a Custom Program.


       
    • Projects by Stage. Reveals a pie chart showing the total number of Procore projects in your company's account for each project stage. See Add a Custom Project Stage.


       
    • Projects by Type. Reveals a pie chart showing the total number of Procore projects in your company's account for each project type. See Add a Custom Project Type


       
    • Projects by Department. Reveals a pie chart showing the total number of Procore projects in your company's account for each department. See Add a Custom Department.


       
    • Projects by Office. Reveals a pie chart showing the total number of Procore projects in your company's account for each office location. See Add Office Locations


       
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