Global Dashboard

The Global Dashboard gives you a wider view of your company's work than the personal Project Dashboard. Open Dashboards > Global Dashboard from the main menu. To use it as your starting page after signing in, ask an administrator to choose Global Dashboard under Default Dashboard on your user record.

Choosing this view does not change your permissions. Your existing access still determines which records and actions you can use.

Read the summary cards

Card	What it shows
Live Projects	The number of unarchived projects whose status is Not started, Ongoing or On hold. This covers all owners.
Open Quotes	The number of unaccepted, unarchived quotes across the company, including drafts.
Unpaid Invoices	The number of invoices with a recorded sent date and no paid date. This is a count, not the outstanding balance in pounds.
Billed this month	The current prices of stages linked to invoices dated in the current month, across all stage owners.

The project and quote figures open their main lists. Check the filters and statuses in those lists when comparing the rows with a card count. The unpaid-invoice figure opens the unpaid invoice list.

Understand Billed this month

This card includes stage fees linked to draft invoices as well as sent invoices. It does not measure money received, and it does not total VAT, standalone manual invoice lines or expense lines.

The Global Dashboard uses the prices currently saved on project stages. The Project Dashboard uses invoice-line amounts for stages assigned to the signed-in user. Their billing figures can therefore differ for reasons beyond the change from company-wide to personal work. Changing a stage price after invoicing can affect the global figure without changing the saved invoice-line amount.

The card's link currently opens Projects Due For Invoicing, which lists work awaiting an invoice. It does not show a breakdown of the billed figure. Use Invoices Report when you need to inspect invoices, dates and payment status.

Review the work lists

• Live Projects lists unarchived projects with a live status, across all project owners. Click the project reference to open its details.
• Reminders lists unfinished stage dates across the company. Click a date to open the related project's stages. The Completed control is available with permission to update projects; finishing a reminder is separate from completing the stage itself.
• Outstanding Quotes lists unaccepted, unarchived quotes. Open a quote to review it or continue the discussion with the client.
• Unpaid Invoices lists invoices without a paid date. Review Outstanding and open the invoice to check its items and payments.

The Unpaid Invoices table can include draft invoices, while the summary count includes only invoices with a sent date. A difference between the count and table rows does not necessarily mean a record is missing. Check whether the invoice has been sent and whether it has a paid date.

Use the tables' search boxes to narrow the results. See Projects Report, Invoices and Active Quotes for the related workflows.

Use the calendar

The company calendar brings together project and stage dates, calendar events, leave entries and submission deadlines. Use the arrows, today, and month, week or day controls to review a different period.

Click a linked item to open its record. Click an empty date to open the event form, or an existing calendar event to edit it where available. The calendar is hidden on narrow screens; use a wider window or desktop display if it is missing.

Administrators may also see Unpaid Subscription Invoices above the dashboard. These are bills for your PlanMan subscription, separate from client invoices. See PlanMan Invoices.