Section 1.5: Navigating your dashboard

The dashboard tells you where every production stands and what needs you today. Everyone gets the same dashboard, and what you see on it follows your access. In an organization, the key figures and the Money card show only for people who can view financial data.

Use the date range control at the top to change the window the cards report on, and the refresh button to reload. If you can create projects, New project sits here too. Open More and choose Customize to reorder the cards or hide the ones you do not use. Reset to default brings them back.

The dashboard is a computer screen. On a phone, ABRAM opens to the chat (see Section 1.7).

1. Key figures

A row of numbers across the top:

• Active productions
• Due this week
• Overdue

2. Delivery

The Delivery card is a burn-up of your deliverables over the selected range:

• Scope: everything there is to deliver.
• Started: work in flight now.
• Done: finished work.
• Bars show what was Finished that day.

Delivery forecast. Past today, the card projects Started and Done forward at the pace of the last 28 days. It needs at least two weeks of history and two finishes in that window. With less, the card shows a note and no forecast.

Break the card down by Projects, People or Status to see where the work sits. Click a project to open it.

3. Action items

Action items lists what needs your attention, such as setup steps, milestones and invitations. Filter by All, Setup, Milestones, Invitations or Other. The same panel switches to Suggestions from ABRAM about staffing, capacity, budget, timeline and health.

When the list is empty it reads Nothing needs you right now.

4. Money

The Money card shows Budget, Invoiced and Paid over the selected range. Break it down by Projects or Clients. In an organization, only people who can view financial data see this card.

Beside it, Productions shows your projects by status.

5. My work

My work lists the deliverables assigned to you, with their status and due dates. Overdue items are marked.

The Projects card lists each active project at a glance, and View all opens the Projects page. By default it sits above My work, which closes the page.

6. First run

A new account opens inside its starter project, laid out for the work you said you make (see Section 1.1). With no projects at all, the dashboard changes with who you are:

• If you can create projects, it reads Start your first production with a New project button. The new project page asks What are you making? Type or paste the brief, or attach one with Attach a brief on Pro and above. Click Draft with ABRAM to have ABRAM fill in the project, or fill it in yourself, then click Create project.
• If nothing has been shared with you yet, it reads Nothing shared yet.
• Crew who have not been booked see No bookings yet and a View invitations button.

The Get started checklist in the corner tracks your first few moves. See Section 1.10.

7. Company view (Studio and above)

Workspaces on Studio and SMB / Enterprise get a Company tab beside Overview at the top of the dashboard. It is the Executive Overview: one read across every production. A row of figures shows Active projects, Average health, On time and Overdue, plus Outstanding and Cost variance for people who can view financial data. Below it sit the Delivery record, Team load and Portfolio cards.

Other parts of ABRAM use the same card style. Team management has a Capacity card, and Resources has a Utilization card.

8. The Projects page: board, list and triage

The Projects page is where you work through the portfolio.

Board and list

Board view lays projects out as cards in lanes. The Group menu decides what the lanes mean: status, owner, client or due date. The same projects can be read as stages one moment and as owners the next. List view shares the same toolbar and filters, and switching between them keeps what you narrowed the page down to. Sorting applies to the list. Board cards are ordered by due date.

Triage (Studio and above)

The Triage tab collects the two kinds of work that most often go missing:

1. Projects with no owner.
2. Project requests that have come in and not been dealt with, from intake forms and client portals.

Both sit in one queue with a live count, and you can narrow it with Requests or Unowned projects. Triage is for organizations on Studio and above, the same plan that includes custom intake forms, and it shows to people who can manage all organization projects. See Section 2.3.

9. Notifications and Inbox

The bell in the header opens your most recent notifications, such as approvals, comments and status changes. Click View all notifications for the complete history, which is the Notifications tab in your Inbox. There you can filter by All or Unread, and click Mark all read.

Your Inbox also holds invitations and project requests.

Notifications can be marked read and deleted on a phone as well. See Section 1.7.