The Autotask Project Summary Template Dashboard provides an overview of all active Autotask projects so that stakeholders can easily monitor their progress and provide timely support.
It shows the Cost Performance Index (CPI), % of on track in terms of delivery date and budget hours, and breakdown of projects per status, customer, manager.
Who should use the Autotask Project Summary template dashboard?
The Autotask Project Summary dashboard in MSPbots is available to business owners and managers using the Autotask app. To date, it pulls data from the Autotask integration.
What are the requirements for using the dashboard?
Ensure that you have the following before you start using the dashboard:
- MSPbots app login
- Successful integration of your Autotask PSA to MSPbots, see Autotask Integration Setup.
How to access the Autotask Project Summary template dashboard
- Sign up with MSPbots and log in.
- Go to Dashboards.
- Click Template Dashboards, and Search for Autotask Project Summary then click it to open.
- The Autotask Project Summary template dashboard has widgets that let you validate results for the Cost Performance Index (CPI) and projects completed on time regarding delivery dates and budgeted hours.
These are the available slicers and widgets for the Autotask Project Summary template dashboard in MSPbots.
Type Name Description Slicers Status Select the status of your Autotask project. For example, Complete, In Progress, New. Project Lead Select the lead of the Autotask project. Project Type Select the Autotask project types. Project and Client Select the Autotask projects and clients. Widgets Cost Performance Index (CPI) | Autotask The ratio of the total estimated time to the total actual time for Autotask projects.
- When the ratio is greater than 1, it means that the total estimated time exceeds the total actual time. This indicates that the actual completion time for Autotask projects is less than expected, demonstrating higher efficiency, as the tasks were completed in a shorter time. If necessary, the estimated time for future projects can be correspondingly reduced.
- When the ratio equals 1, it means that the total actual time is exactly equal to the total estimated time. This means that the actual working time fully aligns with the expected estimated time, indicating that the projects' time management is accurate and there is no excess time consumption.
- When the ratio is less than 1, it indicates that the total actual time is greater than the total estimated time. This means that the estimated time for the projects is insufficient, and the actual time taken for completion exceeds expectations, requiring an increase in the estimated time.
Autotask Total Projects Total number of Autotask projects.
Autotask | Budget Hours On Schedule The number of Autotask projects where actual hours are less than estimated hours.
Autotask | Delivery On Schedule The number of projects delivered on schedule within Autotask.
Autotask Total Budget Hours The total budgeted hours for all Autotask projects.
Autotask Project Hours The total actual hours for all Autotask projects.
Autotask Projects | On Track Budget Hours The proportion of Autotask projects where actual hours are less than estimated hours relative to all Autotask projects.
Projects |On Track Delivery Date The proportion of Autotask projects with a delivery date greater than or equal to the current date among all Autotask projects.
Autotask Projects Set to Delivery | Next 4 Weeks The number of Autotask projects scheduled for delivery in the next 4 weeks, broken down by week. Click to view project details.
Autotask Projects | Project Manager The number of Autotask projects categorized by project manager. Click to view project details.
Autotask Projects | Project Customer The number of Autotask projects categorized by client. Click to view project details.
Projects (By Type) The number of Autotask projects categorized by type. Click to view project details.
Projects (By Status) The number of Autotask projects categorized by status. Click to view project details.