Enterprise Dashboard Guide

The Timebars Enterprise Dashboard provides a consolidated, organisation-wide view of your project portfolio. It draws data from one or more published datasets (pubsets) — from Agilebars, Timebars, or Costbars — that are combined into a Dashboard Source: a single, unified snapshot that powers all reports, charts, and visualizations in the enterprise view.

Enterprise Dashboard vs. Personal Dashboard The Enterprise Dashboard (/dashboard) is designed for teams and organisations that need to combine data across multiple pubsets — for example, rolling up projects from different teams, products, or time periods into one portfolio view. Role-based access control (RBAC) governs who can see which pubsets and sources.

If you work with a single active pubset and want an instant, zero-configuration view of your own data, see the Personal Dashboard Guide (/personaldashboard).

Table of Contents

1. Getting Started
2. Understanding Dashboard Sources
3. Role-Based Access Control (RBAC)
4. Creating and Managing Dashboard Sources
5. Managing Pubsets
6. The Executive Dashboard Home
7. Reports
8. Visualizations
9. Drilldown
10. Analytics
11. Shop Schedule (Gantt)
12. Preprocessing Resource Data
13. Quick Reference

Getting Started

To access the Enterprise Dashboard, sign in and navigate to Dashboard in the main navigation menu. You will land on the Executive Dashboard home page at /dashboard.

If you see a message saying you have no access, contact your Administrator to have your role assigned or a pubset shared with you (see RBAC below).

What you need before using the Enterprise Dashboard

1. A user account with a role of Administrator, Project Manager, or Team Member
2. At least one pubset published from Timebars, Agilebars, or Costbars (see the Cloud Publishing Guide - Publish reports to the cloud)
3. At least one Dashboard Source created from your pubsets (see Creating and Managing Dashboard Sources)

Coming from the Personal Dashboard? The Enterprise Dashboard requires an extra step — you must create a Dashboard Source before reports will display data. This is because the Enterprise Dashboard lets you combine multiple pubsets, and you choose which combination to activate. The Personal Dashboard skips this step by automatically connecting to your single active pubset.

Understanding Dashboard Sources

A Dashboard Source is the data backbone of the Enterprise Dashboard. It is a consolidated snapshot built from one or more pubsets and stored in the system. All reports, charts, and visualizations draw from the currently active source.

Key facts

• Each source has a name, creation date, and an isActive flag
• Only one source can be active at a time for your organisation
• Sources are created by selecting pubsets at /dashboard/pubsets
• You can switch the active source at /dashboard/sources
• Sources are snapshots — they do not update automatically; create a new source each time your data changes

How this differs from the Personal Dashboard

Source naming convention

When a source is generated, the system proposes a name in this format:

{Product} — {PubsetNames} [{IDs}] — MMM DD, YYYY HH:MM

Example:

Timebars — Q1 Portfolio, Infrastructure Refresh [12-14] — Apr 06, 2026 09:30

Edit this name before saving to choose something meaningful that lets you identify snapshots later.

Role-Based Access Control (RBAC)

The Enterprise Dashboard uses RBAC to control which pubsets and dashboard sources each user can see.

Roles

How access is granted

• Ownership: If you created (own) a pubset, you always have access to it
• Admin grant: An Administrator can see all org pubsets by default
• Explicit grant: In Timebars/Agilebars/Costbars, the pubset owner can add a user's email to the grant_pm_access_to or grant_tm_access_to fields when publishing

Changing a user's role

Roles are managed in Strapi (the backend CMS) by an Administrator:

1. Log in to the Strapi admin panel
2. Navigate to Content Manager → Users
3. Find the user and edit their primary_role field
4. Set to Administrator, Project Manager, or Team Member
5. Save — the change takes effect on the user's next page load

Creating and Managing Dashboard Sources

Step 1 — Publish your data

Before creating a dashboard source, project data must be published as a pubset from within Timebars, Agilebars, or Costbars. See the Cloud Publishing Guide for full publishing instructions. Each publish creates a new pubset record.

Step 2 — Browse and select pubsets

Navigate to Dashboard → Manage Pubsets (/dashboard/pubsets). You will see all pubsets your RBAC role grants you access to. Use the checkboxes to select one or more pubsets to consolidate.

Step 3 — Generate a dashboard source

With pubsets selected, click Generate Dashboard Source. You will be taken to the consolidation page (/dashboard/pubsets/consolidated) where you can:

• Review which pubsets are included
• Edit the auto-generated source name
• Click Save Dashboard Source to create the source

Step 4 — Set the active source

Navigate to Dashboard → Manage Sources (/dashboard/sources). You will see a list of all sources accessible to you. Click Set Active on the source you want to use. All reports will now draw from this source.

Managing existing sources

From the Sources page you can:

• View source details (which pubsets are included, creation date)
• Set active to switch which source powers the dashboard
• Delete sources you no longer need

Managing Pubsets

Navigate to Dashboard → Manage Pubsets (/dashboard/pubsets) to manage your enterprise pubsets.

What you can do here

• Browse all pubsets you have access to (RBAC-filtered)
• See pubset status, product, owner, and creation date
• Select multiple pubsets and generate a consolidated dashboard source
• View an individual pubset report

Pubset report

Click View Report on any pubset to open a read-only report for that single dataset at /dashboard/pubsets/report/{id}.

The Executive Dashboard Home

Route: /dashboard

The home page provides an executive-level summary of your active dashboard source. It shows:

• Key portfolio metrics and health indicators
• Summary cards with quick-access links to reports
• Status of the currently active dashboard source

If no source is active, you will be guided to create one via the Manage Pubsets page.

Reports

Navigate to Dashboard → Reports (/dashboard/reports) to access the full report catalogue.

Project Status Report

Route: /dashboard/reports/projects

Detailed project and portfolio status drawn from the active dashboard source. Shows timelines, budgets, and health indicators for every project in the portfolio — spanning all pubsets included in the active source. Use this report for regular project review meetings.

Portfolio Status Report

Route: /dashboard/reports/portfolio

Portfolio-level insights and strategic analysis across all projects in the active source. Provides cross-project comparisons and helps identify which projects are on track, at risk, or in trouble. Ideal for portfolio review sessions.

Variance Report

Route: /dashboard/reports/variance

Compares current project data against baseline plans to identify schedule and cost deviations across all pubsets in the active source. Quickly highlights where projects are running ahead or behind plan, and by how much.

This report is unique to the Enterprise Dashboard in that it covers all pubsets in your Dashboard Source.

Risk Register

Route: /dashboard/reports/risks

A consolidated view of all identified risks across the entire portfolio (all pubsets in the active source). Each risk is scored for probability and impact. Includes mitigation plans and escalation tracking so risk owners can take action before issues materialise.

Issues Log

Route: /dashboard/reports/issues

Tracked issues across the entire portfolio, including impact assessment, mitigation status, and escalation levels. Use this log to ensure open issues are being actively managed and resolved.

Change Requests

Route: /dashboard/reports/change-requests

Formal change requests affecting project scope, schedule, or budget. Tracks approval status and the financial or schedule impact of each change. Useful for governance and audit purposes.

Resource Pool Report

Route: /dashboard/reports/resources

Comprehensive resource capacity and allocation data drawn from all pubsets in the active source. Shows availability by role, location, and department alongside current assignments. Use this report to understand where your resource capacity sits across the organisation.

Capacity vs Demand

Route: /dashboard/reports/capacity-demand

Side-by-side view of resource supply and demand by week and role, consolidated across all included pubsets. Highlights overloaded or underutilised resource pools so you can rebalance allocations or plan hiring decisions proactively.

Executive Portfolio Summary

Route: /dashboard/reports/executive-summary

An at-a-glance summary built for executive audiences. Presents portfolio health across seven key dimensions and includes a financial summary. Designed to be shared in board-level or steering committee meetings with minimal preparation.

Project Prioritization Matrix

Route: /dashboard/reports/prioritization

Composite scoring of every project based on health, cost performance, schedule performance, and risk level. Helps leadership decide which projects to continue as-is, restructure, or terminate. Output is a ranked list with a recommended action for each project.

Project Selection Bubble Chart

Route: /dashboard/reports/bubble-chart

A strategic scatter plot of Strategic Value vs Ability to Execute with bubble size representing project cost. Includes a selection algorithm and quadrant analysis to guide portfolio optimisation decisions. Adjust weights and thresholds interactively to simulate different selection scenarios.

Balanced Scorecard

Route: /dashboard/reports/balanced-scorecard

Assesses portfolio balance across eight KPI dimensions including investment strategy alignment, objectives coverage, risk distribution, resource mix, and project duration spread. Surfaces imbalances that may not be visible from individual project views.

Portfolio Financial Summary

Route: /dashboard/reports/financial-summary

Aggregates financial data across the entire portfolio including NPV, IRR, Payback Period, and ROM Estimates. Provides a single source of truth for portfolio cost analysis and investment return tracking across all included pubsets.

Strategic Alignment Heatmap

Route: /dashboard/reports/strategic-alignment

A heatmap of Investment Objective vs Category showing where portfolio spend is concentrated. Quickly reveals whether the portfolio is aligned to your organisation's strategic priorities or skewed towards certain objectives.

What-If Scenario Dashboard

Route: /dashboard/reports/what-if

An interactive simulation tool. Adjust Strategic Value and Ability to Execute weights and scoring thresholds to model different portfolio decisions and see the financial and health impact of each scenario. Useful for pre-planning workshops and scenario analysis.

Visualizations

Navigate to Dashboard → Visualizations (/dashboard/visualizations) to access interactive chart views. All visualization data is drawn from the active Dashboard Source.

Resource Cost Charts

Route: /dashboard/visualizations/cost-charts

Interactive pie charts showing resource cost distribution across four dimensions: by project, by role, by location, and by department. Drill into any segment to see the contributing detail. Covers all pubsets in the active source.

Prerequisite: Resource data must be preprocessed before these charts will display. See Preprocessing Resource Data.

Resource Usage Charts

Route: /dashboard/visualizations/usage-charts

Bar charts showing resource utilization across six dimensions with weekly breakdowns. Use these alongside the Resource Pool Report and Capacity vs Demand report to understand allocation patterns across the organisation.

Prerequisite: Resource data must be preprocessed. See Preprocessing Resource Data.

Burndown Charts

Route: /dashboard/visualizations/burndown

Sprint burndown charts comparing planned vs forecast progress over time. Includes both computed project burndown from Timebars data and sprint-level charts from Agilebars. Covers all included pubsets in the active source.

Drilldown

Navigate to Dashboard → Drilldown (/dashboard/drilldown) to explore the portfolio hierarchy interactively.

Project Cards Drilldown

Route: /dashboard/drilldown/cards

Navigate through your combined portfolio in four levels: Portfolio → Project → Work Package → Task. Each card displays health indicators, status, and key metrics. At the task level, tabbed sections show related risks and issues. This view covers all pubsets consolidated in the active Dashboard Source.

The Personal Dashboard offers an equivalent drilldown scoped to your single active pubset.

Analytics

Route: /dashboard/analytics

The Analytics section is planned for a future phase. It will provide performance and cost analytics for data-driven project decisions. Check this section for updates as new capabilities are released.

Shop Schedule (Gantt)

Route: /dashboard/facilities

The Shop Schedule presents facility and shop tasks as a Gantt chart. Filter by schedule type and task status to focus on specific workstreams. Use this view for operational planning when projects involve physical facilities, workshops, or lab schedules.

Preprocessing Resource Data

Route: /dashboard/settings/preprocess

Before the Resource Cost Charts and Resource Usage Charts can display data, the allocation rows in your active dashboard source must be extracted and reshaped into the resource calculations format (tbrescalcs2).

When to preprocess

• After setting a new active dashboard source
• If resource charts show no data or stale data

How to preprocess

1. Navigate to Dashboard → Settings → Preprocess Resource Data
2. Confirm the active dashboard source shown is the correct one
3. Click Run Preprocess
4. Wait for the operation to complete (a confirmation message will appear)
5. Return to the visualization pages — charts should now display updated data

Note: Preprocessing overwrites the previous resource calculations data for your organisation. If you switch the active source, run preprocess again before viewing resource charts.

Quick Reference

Roles at a glance

Related Help Topics

• Personal Dashboard Guide — Single-pubset dashboard with zero configuration

• Cloud Publishing Guide — How to publish data to the cloud and manage pubsets

• Local Reports Guide — Reports available within client applications

• Data Synchronization, Backup, Recovery and Retention Guide — Understanding the data model

• User Interface Guide — Navigate the client apps

Support

Need Help?

• Knowledge Base: www.timebars.com/knowledgebase
• Email Support: [email protected]
• Phone: (613) 255-5374

For technical issues, contact your system administrator or the Timebars support team.