The Dashboard is your command center in TimePlanner. It gives you a quick pulse on performance: capacity, workload, logged hours, and utilization for yourself, a teammate, a team, or the entire organization. Everything is built from widgets that you can add, configure, resize, and arrange until the layout reflects exactly how you work.
Accessing the Dashboard
From the left-hand navigation menu, select
Dashboard elements
Get an overview of the Dashboard elements to understand what each control does and how to use the workspace effectively.
-
Member or Team Filter: Select one or more members, or choose a single team, to control which resource data appears across supported widgets.
-
Time Period Selector: Choose the reporting period shown on the Dashboard. Use the arrows to move between periods and review the exact date range below the selected option.
-
Clear Filters: Remove all applied global filters and return the widgets to their default data view.
-
Add Widget: Open the widget library to add workload, capacity, scheduling, or time-tracking views to the Dashboard.
-
Dashboard Refresh: Reload data across all widgets to display the latest available information.
-
Dashboard Workspace: View all added widgets in one place. Widgets can be moved and resized to suit your preferred layout.
-
Widget Refresh: Reload data for an individual widget without refreshing the entire Dashboard.
-
Widget Settings: Update the widget name, projects, members or team, leave types, logged-time status, and other available criteria.
-
More Actions: Access additional options, such as exporting the widget as an image or removing it from the Dashboard.
What’s Next