The ArchiOffice Online Dashboard is the first thing you see when you log in. It gives you a quick snapshot of the current activity in ArchiOffice Online. It displays widgets (that is, mini applications) that give you a quick view of the various modules of ArchiOffice Online (that is, Time/Expense, Appointments/Milestones, To Do List, Contacts, Projects and Project Performance, and Connected Users). The Dashboard also displays charts that give you a financial snapshot of your business (Invoicing, Profitability, Accounts Receivable, Realization, Time/Expense, Hours and Payments).
The widgets displayed on the Dashboard are determined by your user security settings. The Preferences settings are configured by your ArchiOffice Online administrator. The administrator specifies the views to which you have access. This allows the admin to control which users have access to financial charts. Up to 15 widgets can be displayed on the Dashboard. You can choose to view fewer or more widgets on the screen, apply filters on them, print the charts, create new items or find items.
You can
filter widgets on the Dashboard by Principal, Project Leader, etc.
Appointments/Milestones: It displays information such as appointments and milestones for active projects only.
Project Performance: It lists projects from the most profitable to the least. You can choose Accrual or Cash to view cost, payment and profit values based on the accounting method used by your firm. When you click on a project, it takes you to the Projects > Billing > Performance screen.
Connected Users: This widget shows who is currently logged in to ArchiOffice Online, at what time and from which workstations.
Payments: This chart shows month-by-month payments received, both regular and retainer payments. You can also view the respective totals of payments, retainer payments and overall payments for the displayed time period.
Earned Value - Unbilled Revenue: This widget displays earned, billed and unbilled data for each project. When you click on a project, it takes you to the Project > Details screen.
Customizing the Dashboard
The Dashboard is highly customizable. You can enable/disable widgets, to which you have access, move them around and minimize them to save space.
Adding/Removing Widgets:
To add a widget to the dashboard, click the Dashboard's action drop-down button. Select or de-select the check boxes of options you want to add or remove from the Dashboard.
Moving Widgets:
Widgets can be moved around the Dashboard by dragging-and-dropping them into the desired position. To move a widget, click its title header and drag-and-drop it into the new location.
Minimize/Maximize Widgets:
You can reduce clutter on your dashboard by minimizing widgets. To minimize a widget, click any part of the widgets title bar. Click the title bar again to maximize the widget.
Widget Action Drop-down List:
With the exception of the News Feed, each widget has an action drop-down list. With module widgets (for example, Projects, Contacts, etc.), the action drop-down list provides options to create a new record, run a search, or display the related list view. The other widget Action drop-down list provides options for filtering the data or printing the charts.