Table of contents
- Custom Reports with customizable charts and sharing option
- Minor changes
- Customizable color palettes of the capacity bar in the calendar view
- Improved Employee Profile - additional fields + new rating by stars
- Possibility to filter people by country
- Added new settlement currencies - NOK + INR
- Employee's avatars/profile photos
- Additional fields in the Timesheet reports (billable / non-billable / hours / minutes worklogs)
- Expanded API endpoints (activity log endpoints, logging time to the public projects)
Finally! Now, you can create multiple dashboards with the most important alerts and information that you would like to track in one place. Create, configure, track and optimize.
Every dashboard consists of:
- pre-configured widgets,
- custom reports created by you or your teammates.
Each report can be enlarged / reduced, as well as placed in a suitable place on the dashboard.
Below you can see an example:
A - dashboard name. You can quickly switch between different dashboards,
B - add new dashboard button,
C - edit current dashboard name,
D - delete current dashboard,
E - add new widget / report,
F - close editing mode,
G - change widget / report position thanks to drag & drop option,
H - change size of the widget / report,
I - change widget / report name.
Dashboard widgets are pre-defined widgets that can be easily adjusted to your needs. For now, you can create the following widgets:
- People list - it allows you to show filtered people, e.g. backend team with the 70% utilization level and above,
- Requested time offs - list with the requested time-offs, so you can easily accept them or reject,
- Clock - you can choose which time-zone you should see,
- Custom reports - based on reports that you have created in the custom reports section.
How to create your dashboard?
- Go to the Dashboard
- Click the Manage dashboard button
- Create new dashboard
How to add and configure widgets / reports?
- Choose interesting Dashboard
- Click the Manage dashboard button
- Click the Add widget button
- Choose widget/report that should be added to the dashboard
- Configure report / widget
- Adjust the size and place it where you want
Custom Reports with customizable charts and sharing option
A few weeks ago, we've added a Custom Reports section where you can easily create, and share reports that you've created (click here to learn more).
Now, we expanded these reports by adding fully customizable charts that allow you to quickly understand your company's performance.
Each report can be:
- added to the dashboard,
- shared with your teammates,
- exported to .CSV or .XLSX file,
- presented as a:
- line graph,
- bar chart,
- pie chart,
- combined chart (line + bar).
How to add / configure a chart?
- Create a custom report with the data set that you are interested in (learn more),
- Scroll down to move to the chart configurator section,
- Each graph can be generated on the basis of selected data from point 1,
- Configure basic chart options (A):
- Choose the chart type (Bar / Line or Pie chart),
- Add Chart title,
- Decide whether you would like to show / hide axes and choose legend placement,
- Choose a data set that you would like to see on a chart by clicking the Add datasets button (C),
- After choosing data sets it will appear in the data sets section (B). The data sets section allows you to quickly edit / delete every dataset or change the order of the datasets. Important! The dataset being at the top is at the front. It behaves much like layers, where each dataset can be placed at the front or back depending on the data set order.
- Check in the Chart Preview section (D) whether everything is displayed properly (remember that at this stage Primetric generates random data).
- Click the Save or Save and open button
How to add / configure a dataset?
|1. Choosing initial dataset|
2. Initial chart configuration
Configuration: Bar / Line chart + "Scheduled vs Capacity 2021" chart title + top legend placement
3. Adding first dataset to the chart - total number of scheduled hours across projects
Configuration: Bar chart type + Scheduled Active Hours as a dataset + Projects as a columns
You can see that there are projects with a number of scheduled active hours in the chosen date range.
3. Adding second dataset to the chart - division into teams
Configuration: Bar chart type + Scheduled Active Hours as a dataset + Team as a columns
Now, the chart shows a scheduled number of hours with a division to the teams working across different projects. The yellow column is the sum of the sea-colored columns.
4. Adding third dataset to the chart - teams grouped by rows
Configuration: Bar chart type + Scheduled Active Hours as a dataset + Team as a column grouped by rows
Brown columns are grouped by teams, so you can see how in total all teams will be working on specific projects.
5. Adding the fourth dataset to the chart - line chart
Configuration: Line chart type + Scheduled Active Hours as a dataset + Projects as a columns
The line chart shows the total number of scheduled hours across different projects. Its background opacity is set at 50%.
Important! If you struggle with setting up proper reports contact our Customer Success team or Account Guardian. We will prepare the necessary report for you.
Customizable color palettes of the capacity bar in the calendar view
You can change the colors of the capacity bar in the calendar view. This option affects only your profile settings. There are four pre-defined color palettes:
- Availability Standard - warns against availability,
- Availability Comfortable - helps distinguish scheduled allocations from availability
- Overallocation Standard - warns against overallocation and points availability
- Overallocation Comfortable - warns against overallocation and points availability and scheduling.
How it affects calendar view?
This option will only change the capacity bar color option. Below you can find an example:
How to change default color settings?
- Go to My profile
- Find the Calendar Settings
- Choose your favorite color palette
Improved Employee Profile
We expanded the employee profile with additional fields, as well as a new way of assessing technical and soft skills (change from 4 to 5 stars).
- Additional fields:
- location and industry -> related to experience,
- education (university name, degree, duration, and description),
- certificates (certificate name, certifying authority, issue date, link to the certificate or certifying authority)
- The number of stars changed from four to five
- Soft skills can be rated by stars
- Syntax for better text formatting
Skill star rating change - what you should know
The level of advancement of technical skills will be adjusted accordingly. Below is a description of the changes:
- ⭐⭐⭐⭐ ----> ⭐⭐⭐⭐⭐,
- ⭐⭐⭐ ----> ⭐⭐⭐⭐,
- ⭐⭐ ----> ⭐⭐ (unchanged),
- ⭐ ----> ⭐ (unchanged).
For soft skills, 3 stars will be set as the default option.