Projects
A cross-project command center that aggregates live data from every project your organisation runs. This page covers the Projects tab: the metric panels, summary views, and everything you can do to configure and filter your dashboard.
The Executive Dashboard gives executives, portfolio managers, and PMOs a real-time overview of all projects across the portfolio in a single view. It is divided into five tabs: Projects, Financials, Resources, Outstanding Approvals, and Lesson Learned. Each tab focuses on a different dimension of the portfolio. This article covers the Projects tab in full.
What is the Projects Tab?
The Projects tab is the default view when you open the Executive Dashboard. It is a fully customisable canvas of widgets and summary tables that pull live data from every project in your portfolio. You can monitor health, budget, risks, issues, warnings, and schedule across all projects without opening a single project individually.
The dashboard automatically pulls real-time data from all projects. Every time you open the dashboard or click Refresh, the numbers update to reflect the latest project states. The timestamp next to the Refresh button shows when the data was last fetched.
Dashboard Visibility and Layout
The Executive Dashboard has two layers of control that work independently of each other:
- Widget and panel visibility is site-wide. Whether a widget or summary panel is shown or hidden applies to everyone in the organisation. An administrator can hide certain panels (for example, the Budget widget) and that change will be visible to all users across the site. This is managed from the Add Metric/Panel controls.
- Widget position is per user. Each user can drag and rearrange panels and widgets into whatever layout works for them. Your personal arrangement is saved to your account and does not affect what others see on their screens.
Admin vs. personal controls. Hiding a panel is a site-level action that requires admin rights. Rearranging panels is a personal action available to every user. If a widget appears for you but not for a colleague, an admin has likely hidden it for the site, or your colleague has not yet added it to their dashboard.
To add a widget or panel, click the + Add Metric/Panel button in the toolbar. A dropdown opens with two tabs: Widgets (individual metric cards such as Schedule variance, Avg. delay, or Avg. variance) and Panels (cross-portfolio summary tables). Search or scroll to find what you want and select it.
To filter which projects drive the data, click the Filter button. The Filter modal has three tabs: Fields (quick filters such as Opened, Off Track, Schedule late, This year, Forecast Over, or High Risk Exposure, plus an Advanced filters builder), Projects (filter to specific projects), and Portfolios (filter to a whole portfolio). Applying any filter narrows every widget and summary view on the tab simultaneously.
Tip. Use the Portfolios tab in the Filter modal to scope the entire dashboard to a single portfolio in one click. Every widget and summary table updates instantly to show only that portfolio's data.
Metric Widgets
The top of the Projects tab is populated with metric widgets: compact cards that surface a specific KPI at a glance. Each widget can be individually added or removed from the site configuration. The table below describes every available widget on the Projects tab.
| Widget | What it shows |
|---|---|
| Projects | Total project count broken down by status (Open, On-Hold, Closed) and a health-status summary (On Track, At Risk, Off Track). |
| Project Type | A donut chart showing the split of projects by type (Client Project, Research, Maintenance, etc.) with percentage breakdown. |
| Rating | A gauge showing the average project success rating out of 5 across all open projects. |
| Budget | Total portfolio budget figures: Approved (BAC), Forecast, EAC, and Variance. Includes Actuals vs BAC and EAC vs BAC progress bars. |
| Current FY | The same budget metrics scoped to the current financial year only. |
| Warnings | Count of all active warnings across all projects, split by severity (At Risk, Off Track) with the top projects by warning count. |
| Issues | Open and overdue issue counts across all projects, with an overdue rate indicator and top affected projects. |
| Issue Mitigation & Aging | Issues by severity (Low, Medium, High) and an aging breakdown: how many issues have been open for under 30, 30–90, and over 90 days. |
| Avg. Budget | Average budget per project across the portfolio. |
| Avg. Duration | Average project duration in days. |
| Open Risks | Total open risks split by severity, with a colour-coded bar and Current Scope and Risk Trend figures. |
| Top Risks | The five highest-scoring risks across all projects, with their score, severity badge, and owning project. |
| Risk by Project | A compact matrix showing Low, Medium, and High risk counts per project. |
| Risk Mitigation & Aging | Risks by status (On Track, At Risk, Off Track, Not Started) and an aging breakdown equivalent to the issue aging panel. |
| Tasks | Total, open, and overdue task counts with an overdue rate and the top projects by overdue task count. |
Widget visibility is controlled site-wide by admins. If a widget is not showing on your dashboard, it may have been hidden at the site level. Contact your Completix administrator to enable it.
Projects Summary View
Below the metric widgets is the Projects Summary View: a tabular list of every project in the portfolio. Each row shows key project data at a glance, and the view supports pagination with a configurable number of items per page.
The view covers all major project KPIs: year, ID, project type, priority, name, rating, assigned PM, customer, health status, progress, and current phase. Columns can be shown or hidden, sorted, and reordered to match your preference.
The Quick filter button lets you filter rows by any field without affecting the underlying data. The Hide Closed toggle removes closed projects from the list so you can focus on active work.
Export. Use the download icon at the top-right of the Projects Summary View to export the table to a spreadsheet. The export respects any filters that are currently active.
Schedule Panel
The Schedule panel sits below the Projects Summary View and displays all projects on a single, cross-portfolio Gantt chart. Each project row shows a coloured bar for the current schedule, with a thinner bar directly below it representing the baseline — the original planned dates. Comparing the two bars shows at a glance how much each project has shifted from plan.
The Baseline button in the panel toolbar toggles the baseline bars on and off. Additional controls let you zoom in and out, enter full-screen mode, and export the Gantt.
- Baseline toggle – compare current dates against the original plan baseline.
- Zoom controls – zoom in (day/week) and out (month/quarter/year) to adjust the time scale.
- Full screen – expand the Gantt to fill the browser window for a cleaner overview in meetings.
- Export – download the Gantt chart as a PNG or PDF.
Risk, Issue, and Decision Summary Views
Below the Schedule panel, the Projects tab shows three additional cross-portfolio summary views: Risk Summary View, Issue Summary View, and Decision Summary View. Each aggregates the respective items from every project into a single, sortable, paginated table.
Each summary view has dedicated filtering and action controls:
- Risk Summary View – filter to High Risks Only, hide closed risks with Hide Closed, add a new risk directly from the dashboard with + Add Risk..., and update risk status inline using the Status dropdown.
- Issue Summary View – filter to Critical Issues Only, hide closed issues, add issues with + Add Issue..., and change status inline. Overdue due dates are highlighted in red.
- Decision Summary View – view all decisions with their approvers, current status (Pending, Approved, Rejected), and approval date. Add new decisions directly from the dashboard.
Inline status changes. You can change the status of any risk or issue directly from the summary view by clicking the Status dropdown in that row. You do not need to open the project to make the change.
All three views support pagination and can be exported using the download icon at the top-right of each panel.
Budget Panel
The Budget panel provides a full financial overview of the entire portfolio. It appears below the Risk Summary View and is divided into three columns: Total budget, Current FY budget, and Budget Breakdown.
| Section | Metrics shown |
|---|---|
| Total budget | Approved (BAC), Forecast, EAC, Variance (BAC – EAC). Includes Actuals vs BAC and EAC vs BAC progress bars with spend amounts. |
| Current FY budget | The same six metrics scoped to the current financial year only. |
| Budget Breakdown chart | A horizontal bar chart comparing Forecast, Actual to date, Current FY Forecast, and Current FY Actuals in a single visual. |
| CAPEX / OPEX table | Forecast, Actual to date, and Current FY Forecast split by CAPEX and OPEX expenditure type. |
Budget data comes from individual projects. The totals on this panel are the sum of all budget records entered in each project's Budget page. If a project has no budget records, it contributes zero to the portfolio total.
Filter and Modeling
The toolbar above the dashboard contains two global controls that affect the entire Projects tab: Filter and Modeling.
Filter narrows which projects contribute data to every widget and summary view on the tab. For example, if you filter to Client Projects only, the Projects count widget, the Rating gauge, the Budget panel, and all summary views will reflect only Client Projects. Filters do not change any project data; they only change what is visible on the dashboard.
Modeling (also called What-If analysis) lets you simulate changes to project data and see how those changes would ripple through the portfolio metrics, without saving any real changes. Use Modeling to answer questions such as: "If this project's budget increases by 20%, what happens to the overall portfolio Variance?" The modelled values are shown with a distinct visual indicator so they are never confused with live data.
Filters and Modeling are session-level controls. Filters and any modelled changes you apply are not saved when you leave the dashboard. They reset to the unfiltered, live-data state each time you open the Executive Dashboard.
Tips and Best Practices
- Use the Filter to scope the dashboard to a portfolio. Applying a portfolio filter narrows every widget and summary view on the tab to just that portfolio's projects — so the Projects count, Budget totals, Risk and Issue panels, and all summary tables all update at once to reflect only those projects.
- Pin the Executive Dashboard as your default home page so you see the live portfolio overview every time you log in.
- Use the Baseline overlay in the Schedule panel during steering committee meetings. The visual comparison between planned and current dates is immediately understood without explanation.
- Update risk and issue statuses inline from the summary views rather than opening each project individually. For bulk status updates after a review meeting, this saves significant time.
- Apply filters before presenting. If you are presenting the dashboard to a specific stakeholder group, filter to their relevant project types first so they are not distracted by unrelated projects.
- Remember layout is personal. Arrange widgets in the order that makes sense for your role. A PMO lead might put Warnings and Issues first; a Finance Director might lead with Budget and Current FY.
