A variable in this category counts the number of projects included in the dashboard. The Number of Projects variable counts projects regardless of date. For example, the Number of Projects Started counts the number of projects that have a Start Date in the specified period of time.
Use the Number of Projects variable with grouping variables to count projects with specific characteristics, for example, Number of Projects by Location and/or Project Type.
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.