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Dashboards

General Information​

  • Project Dashboard and Multi-Project Dashboards are available in InLoox Enterprise, Enterprise Plus, and Self-Hosted editions.
  • InLoox offers a dashboard within each project (available since InLoox 12.4, September 2025) as well as multi-project dashboards for cross-project analysis.
  • Dashboards can be edited, saved as templates, downloaded, and uploaded.
  • You need at least read or editing permissions to access dashboards and view data in widgets.
tip

For advanced users, we recommend the Dashboard and Reports Workshop, available as an on-site or online training session.

Access and Edit the Project Dashboard​

Open a project and click the Dashboard tab. The project dashboard displays real-time project data. You can add widgets directly or open the Dashboard Designer to make more extensive edits.

Project dashboard

Project dashboard widgets include:

  • Tasks by Status
  • Tasks per Person
  • Actual vs. Planned: Costs
  • Actual vs. Planned: Benefits
  • Task Items (Total)
  • Open Tasks
  • Effort Remaining (h)
  • Burndown
  • Risks
note

If widgets show no data, verify that the project contains data and that you have at least reading permissions.

Undo Changes to a Project Dashboard​

To revert a project dashboard to its default state:

  1. Click the three-dot menu (⋯) in the dashboard toolbar.
  2. Select Reset Dashboard.

Turn a Project Dashboard into an Organizational Standard​

To set a project dashboard as the default for your organization:

  1. Click the three-dot menu (⋯).
  2. Select Set as Organizational Default.

To revert to the original default:

  1. Click the three-dot menu (⋯).
  2. Select Reset Organization Default.

Access and Edit Multi-Project Dashboards​

Click Dashboards in the left-hand menu under Business Intelligence.

Dashboards in menu

Multi-Project Dashboard Templates​

InLoox provides a set of ready-made dashboard templates for common use cases:

TemplateDescriptionPreview
Project KPIsKey performance indicators across all projectsProject KPIs
Project MilestonesOverview of milestones across projectsProject Milestones
Task InsightsDetailed analysis of task distribution and progressTask Insights
Resource InsightsWorkload and availability across resourcesResource Insights
Resource Effort Plan-ActualComparison of planned vs. actual resource effortResource Effort
Financials Plan-ActualPlanned vs. actual financial dataFinancials
Project ValueEarned value analysis for projectsProject Value
Budget OverviewHigh-level budget summary across projectsBudget Overview
Project HealthOverall health status of your project portfolioProject Health
info

Existing customers may still have older dashboard templates. You can download the latest templates from the InLoox website and import them into your environment.

Download & Upload Dashboards​

Manage Dashboard Views​

  1. Click the three-dot menu (⋯).
  2. Select Manage Views.

Manage views

From here, you can upload and download dashboard views as JSON files.

Import/export views

Export Dashboard Content​

To export the dashboard itself (not the view definition), click the export icon and choose one of the following formats:

  • PDF
  • Image
  • Excel

Export dashboard

Dashboard Widgets​

Widgets are small, configurable units that display specific data on a dashboard. You can add widgets to any existing dashboard to customize the information shown.

Dashboard widgets

Add Widgets to a Project Dashboard​

  1. Open the project and navigate to the Dashboard tab.
  2. Click Add Widget in the dashboard toolbar.
  3. Browse or search the available widgets.
  4. Select the widget you want to add.
  5. The widget appears on the dashboard canvas.
  6. Drag the widget to reposition it.
  7. Resize the widget by dragging its edges.
  8. Configure widget-specific settings by clicking the widget's settings icon.

Dashboard Designer​

Create a New Dashboard​

  1. Click the three-dot menu (⋯).
  2. Select New Dashboard.

New dashboard

  1. Enter a name for the dashboard.
  2. Click Save.

Name dashboard

Set a Global Filter for Dashboards​

Available since InLoox 11.17.

Global filters allow you to apply a single filter condition across all widgets on a dashboard. For example, you can exclude archived projects from every widget at once.

  1. Open the dashboard you want to filter.
  2. Click the Edit Dashboard slider to enter edit mode.
  3. Locate the Global Filter option in the toolbar.
  4. Click Add Filter.
  5. Select the field you want to filter by (e.g., Project Status).
  6. Choose the filter condition (e.g., is not equal to).
  7. Enter or select the filter value (e.g., Archived).
  8. Click Apply.
  9. All widgets on the dashboard now reflect the filter.
  10. Click Save to persist the global filter.
tip

Use global filters to focus your dashboard on active projects, specific departments, or date ranges without editing individual widgets.

Undo & Redo​

Available since InLoox 11.16.

The Dashboard Designer supports Undo and Redo actions, allowing you to revert or reapply changes while editing a dashboard.

Customize an Existing Dashboard​

  1. Select the dashboard you want to modify.
  2. Click the Edit Dashboard slider to enter the Dashboard Designer.

Dashboard Designer

From here, you can add, remove, resize, and rearrange widgets, apply global filters, and configure dashboard settings.