Overview

The Dashboard shows the work that needs attention, the custom reports you pinned, and how your organization's time is going. Open it by selecting Dashboard in the sidebar.

What you see depends on your role:

• Owners and admins see Attention, Reports and Activity.

• Managers see Attention and Reports.

• Users see their own Time Report.

Each section collapses and expands from its header, and the Dashboard remembers which ones you left open. An owner can turn the Dashboard off for the whole organization with the Dashboard setting on Application Settings; it then disappears from the sidebar.

Attention

Attention lists the open tasks that are running late. A task is late in one of two ways:

• Not started: its start date has passed and it is not yet in Doing.

• Past due: it is in Doing and its end date has passed.

Each row shows the task, its project, how many days late it is, its start and end dates, its state, and who it is assigned to. Click a column heading to sort, and click a task to open it. The Not started and Past due chips at the top show how many tasks are in each, and clicking one hides or shows those tasks.

Above the list, choose which projects to include. Filter narrows a long project list, and Select All and Clear All pick every project or none. When the section is collapsed, its header shows how many tasks need attention.

Attention is part of Project Manager. If your plan does not include Project Manager, a Delivery Intelligence card with an Upgrade to Pro button takes its place.

Reports

Reports shows a custom report on the Dashboard, drawn as its Report Cards. To put a report here, turn on Pin to dashboard when you save it in the Report Builder; see Custom Reports. Until you pin one, the section says so and links to Custom Reports.

If you have pinned more than one, pick the report to show from the list in the section header. The header also has:

• Share, which copies a link to the report, the same as sharing it from Custom Reports.

• Documentation, which opens Intelligence Reports, where every Report Card is described.

• Arrange, which lets you lay the cards out.

Click the magnifier on a card to open it larger, with its one-line summary. Back and Next move through the report's cards.

To change the layout, click Arrange. Drag the cards to move them, drag their edges to resize them, and choose Grid columns to set how many columns the grid has. Click Lock and save to keep the layout, or Cancel to drop your changes. If you switch reports or leave the Dashboard with changes unsaved, AbleTime asks whether to save them.

Activity

Activity is a snapshot of your organization's time for the current week or month. Use the Week / Month switch in its header to change the period; every card follows it.

• Total Hours and Billable Hours show the hours logged in the period, with the change from the previous period. Click either to open Summary Reports.

• Uninvoiced shows billable hours and their amount not yet invoiced, with a Create Invoice button. It appears only when there is something to invoice.

• Active Users and Inactive Users count who did and did not log time in the period. Expand either to see the names, or copy the list of usernames.

• Top 5 Projects ranks the projects with the most time logged. Click a project to open it, or the report icon in the header to open the Summary Report.

Time Report

Users see their own time in a Time Report. Pick a date range, which starts on the current month, to see your total hours, billable hours and number of entries. Your time is grouped by project; expand a project to see its categories, with the hours, status and last activity of each. Expand/Collapse All opens or closes every project at once, and the download icon exports the report as CSV, Excel or PDF, or prints it.