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View the Executive Dashboard in the Portfolio Tool

NOTE: The Executive Dashboard in the Portfolio tool will be deprecated on July 14, 2017. It is being replaced by the following features in the Reports tool. For details, please review the following articles: Create a Custom Company Level ReportAdd Charts to Custom Reports, and Create a Dashboard.

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

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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Last modified
15:42, 28 Jun 2017

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