OVERVIEW

The Overview page under the Dashboard gives managers a consolidated view of all projects, their key dates, and current stages. It helps you quickly understand workload, risk, and progress across projects.

Navigation: How to Reach the Overview Page

  1. In the left navigation panel, under Dashboard, click Overview
    • Path: Dashboard → Overview.
  2. The main content area loads the Overview page.

Filters and Summary Cards

Overview Page

At the top of the Overview page you see a row of filters and summary cards.

Filters

Use these controls to narrow down the projects displayed in the table:

  • Customer – Dropdown to filter projects by customer.
  • Engineer – Dropdown to filter projects by the engineer assigned to the project.
  • Select Stage – Dropdown to filter by project stage (e.g., Costing, Design, etc.).
  • ECD Date – Date picker to filter projects by Estimated Completion Date.
  • RFQ Date – Date picker to filter projects by Request for Quotation date.
  • Reset – Button to clear all active filters and return to the default view.

Summary Cards

Below the filters, four summary cards show key counts for the current filter selection:

  • Open Projects – Total number of projects that are currently open (e.g., 5 Open Projects).
  • Over Due – Number of projects that have passed their due dates (e.g., 5 Over Due).
  • Yet To Approved – Number of projects that are still waiting for approval (e.g., 2 Yet To Approved).
  • Risk Parts – Number of high‑risk parts associated with the filtered projects (e.g., 10 Risk Parts).

These cards update automatically when you change the filters.

Projects Table

The lower part of the page shows a table with one row per project. This table is driven by the filters and shows the same projects that are counted in the summary cards.

Project Table

Columns:

  • S.No – Serial number of the row.
  • Project Name – Unique identifier or name of the project (e.g., LT-0011).
  • Customer Name – Customer associated with the project.
  • RFQ Date – Date when the RFQ (Request for Quotation) was received.
  • Assigned To – Engineer responsible for the project (e.g., xxxxxx).
  • Assigned Date – Date when the project was assigned to the engineer.
  • E.C.Date – Estimated Completion Date for the project.
  • Target L.Time(W) – Target lead time in weeks.
  • Ageing – Number of days the project has been open or active.
  • Progress – Visual bar and percentage indicating completion (e.g., 0%, 100%).
  • Version – Version number of the project or its configuration.
  • Status – Current status of the project (e.g., Open).
  • Current Stage – Current stage in the workflow (e.g., Costing).

Use the table together with the filters and summary cards to identify projects that require attention, such as overdue work, projects waiting for approval, or items with a high number of risk parts.