Live progress rollups
Project completion computed from approved, weighted sub-projects — never a hand-maintained percentage.
Core · Dashboard & KPIs
Your whole operation, at a glance.
A live operational dashboard that rolls up progress, approvals, budgets, and bottlenecks across every project — computed from the same records your team works in, not a stale weekly export. Drill from a KPI straight into the work behind it.
LiveKPIs computed from real records
1-clickdrill from a metric to the work
Portfolioview across every project
Drag to rotate
Illustrative interface — a live KPI rollup with drill-down into each project.
What makes it different
Numbers you can trust.
Bottleneck signals
See exactly where work is stuck: overdue approvals, blocked tasks, and SLA breaches surface automatically.
Budget vs actual
Track committed and actual spend against budget across the portfolio, updated as transactions land.
Drill-down everywhere
Click any KPI to open the underlying projects, approvals, or tasks — no separate BI tool, no data lag.
Role-aware views
Leaders see the portfolio; managers see their projects; everyone sees what their role is allowed to.
Submit-all from the top
Push a whole project into review from one place when everything is ready.
Spreadsheet dashboards vs Prime RP
| Capability | Spreadsheets & BI bolt-ons | Prime RP |
|---|---|---|
| Real-time, no manual refresh | Manual | Yes |
| Progress from approved work | Typed in | Computed |
| Drill-down to the record | No | Yes |
| Role-based visibility | Separate setup | Inherited |
| Single source of truth | Copies drift | Yes |
FAQ
Questions, answered
Directly from your live projects, approvals, tasks, and transactions — the dashboard is a view of the same records, so it is always current.
Yes. Views respect the same role-based access as the rest of the ERP, so people only see the projects and metrics they should.
No. For operational reporting the dashboard is built in; the Reporting & Analytics module adds deeper exports and charts when you need them.
Stop reconciling spreadsheets.
See your real operating picture update as the work happens.