Read-only variables that count the number of items in the dashboard based on the selected report type. If you select a project report, Counts returns the number of projects included in the dashboard. If you select a task report, Counts returns the number of tasks included in the dashboard.
Use Counts with grouping variables to count projects with specific characteristics. For example, you might have a summary that shows Number of Projects by Location and/or Project Type, or you might have a summary that shows Number of Tasks by Priority and/or Status.
Variables that have only one value per project. For example, a project can have only one value for Location, or a project can have only a single calculated value for Project Duration.
Variables that include one or more rows of data per project. For example, the variable Actual Hard Savings in the Monthly Financials category has 12 rows of monthly hard savings data.
If you select a variable that is not compatible with any of the previously selected variables, Engage adds the selected variable and removes the variables that are not compatible.
Select the type of summary that shows the time period you want to see. A summary can be either Trend or Snapshot. For a list of examples, go to Trend and snapshot summaries.
Subsets allow you to focus on a set of projects that have specific characteristics. When you define a subset, you specify the projects to include in the summary calculations. Only the projects that match the criteria that you define are included in the summary.
Specify a value or a range of values to help you visualize progress toward your goal.
Customize how the summary appears in the dashboard report. You can edit the following settings.
Watch a video to learn more about summaries.