Multi-Project Dashboard

The Multi-project Dashboard report provides hierarchical visibility of selected projects when one of these projects is a master project. If no master project is selected, the report shows the progress of all selected projects in separate tabs. In this report you can, among other things, consult financial and contractual information, as well as schedule elements for the selected projects.

What is a master project?

A master project can be defined to group different projects under a single project. Each sub-project has its own budget and is managed as an independent project. In the Multi-Project Dashboard report, the master project groups together all its child projects to view overall progress.

To identify a Project as a master project, a Master Project additional field (Projet Maître) must be created in the Project section of the Custom Fields Menu in the Admin menu. 

1. Click on the Create button.
2. In the pop-up window, enter the field name: Projet Maître (Currently, it has to be entered in French)

✏️Note: It is important to respect the upper case when creating this additional field, otherwise it will not be recognized in the report.

3. In the Entity field, select Project.
4. The Column Type must be Checkbox.
5. Click Save.
6. The new custom field is added to the Project section.

On the project Details page, you'll find this information in the Custom fields section. Check the box to define the project as a master project.

Running the Report

To run the Multi-project Dashboard report, in the Report List, select the master project and the child projects you wish to see in the report. A maximum of 50 projects can be selected.

✏️Note 1: If more than one master project is selected, the report will not be generated.

✏️Note 2: If no master project is selected, the report will display information for each of the selected projects in individual tabs, as well as a list of projects included in the report.

Generate the report as described in How to generate Excel report in Aidi?

How to Read this Report

The first tab of the report is an overview, which presents information on all selected projects based on the master project.

✏️Note: If no master project is selected, the Summary tab will not be produced in the report.  It will be replaced by the list of projects.

1. The first section of the page presents information on the master project.
2. Project composition, i.e. the master project and its sub-projects. 
3. Click on a project name to access the project details tab.

The following section presents a global view of the financial elements of the projects.

4. Master project information.
5. The sum per financial element for all sub-projects.
6. Total for each column, including master project and sub-projects.
7. Financial elements of each sub-project. 

The next section shows an overview of the project schedules.

8. The consolidated schedule, which shows the start date of the first project and the end date of the last project in the project group, including the master project, as well as the total duration of all these projects.
9. Total effort for all projects combined.
10. A graphical representation of schedules.
11. List of schedule tasks that have been defined as deliverables.

A risk report for all selected projects is also available in this table.

The following tabs display the same sections as the Summary tab, but present information by project.