Management Dashboard

The Management Dashboard provides a centralized view of essential workforce and project-related data. It enables managers to monitor timesheets, track logged hours, review financial risks, and manage invoices. The dashboard integrates multiple features to help in decision-making, risk management, and performance evaluation.

Key Features

• Timesheets Overview – Displays logged work hours for selected employees, including daily, weekly, and monthly summaries.
• Data Query – Enables targeted searches on work log entries, filtering by employee, project, and date.
• Risk Management – Identifies discrepancies in work logs, missing entries, or potential financial risks.
• Invoices Overview – Lists project-related invoices, showing statuses (paid, pending, overdue) and amounts.

How to Use

Timesheet Monitoring

1. Accessing the Timesheets

   • Navigate to Management Dashboard > Timesheets.
     
   • Select the employee from the dropdown list.
   • Choose the month to review logged work hours.
     

2. Analyzing Logged Work Hours

   • View the grid, bar chart, or list view of work hours.

   • Identify any missing entries or discrepancies.

   • Check the balance summary to compare expected vs. logged hours.

     

3. Exporting Timesheet Data

   • Click the Export button to download reports.
     
   • Use exported data for payroll or performance analysis.

Risk Management Analysis

1. Opening Risk Management Section
   • Navigate to Management Dashboard > Risk Management.
     
   • Choose from risk categories such as Missing Logs, Unknown Logging, Unknown Tickets, Duplicated Tickets or Willingness to Log Work.
     
2. Identifying and Reviewing Risks
   • Review total missing hours and potential financial impact.
   • Filter by project, employee, or milestone to investigate specific issues.
   • Assess work log anomalies and logging delays.
3. Taking Action
   • Contact employees to resolve missing log entries.
   • Adjust financial records if discrepancies are found.
   • Implement policy changes to improve logging accuracy.

Invoices

1. Accessing the Invoice List

   • Navigate to Management Dashboard > Invoices.
     
   • Use the search bar to find specific projects.
   • Filter by status (Total, Paid, To Be Paid, Overdue).
     

2. Reviewing Invoice Details

   • Check invoice amounts and payment statuses.

   • Verify if there are any pending or overdue invoices.

     

3. Taking Action

   • Initiate invoice follow-ups with clients if needed.
   • Mark invoices as paid when transactions are completed.
     
   • Cancel invoice if needed.
   • 
   • Export invoice records for financial reporting.
     

Typical Use Cases

• Monitoring employee work hours and identifying unlogged time.
• Conducting detailed queries to analyze work log patterns.
• Reviewing and addressing financial risks associated with incorrect work logs.
• Managing project invoices and tracking payment statuses.