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Users in different department and positions have different needs, which need to be addressed to save time and optimize every day processes. Easy Project allows you to fully customize user dashboards to meet their most essential needs. A dashboard for a project manager can for example consist of meeting calendar, key projects, gauge and statistics for KPIs and Resource Management module for his team. Easy Project offers you a portfolio of pre-set dashboards for typical company roles, such as project managers, support workers, sales reps and more.

Global roles by user types

Each user type might have a predefined default role, thus eliminating the need to assign a role to newly created users of specific user types. For the sake of simplicity, default user roles are structured into 4 basic levels of common roles in an organization. When you invite new users to the system, you may assign him a specific role already before you send the invitation. For each user type, a customized personal dashboard is available for immediate use.

Key features: 

  • A role can be assigned automatically when creating a new user

  • Selection from the most common roles in an organization

  • Invite new users with a predefined global role

  • Personal dashboard for each global role of a user


Project Manager Dashboard

Predefined personal dashboard suitable for project manager role is designed to provide at-a-glance awareness of current performance relevant to project management.

Key features:

  • Project Gantt

  • Project resource management

  • Global Gantt

  • Budgets overview

  • WBS


Project Team Member Dashboard

Predefined personal dashboard suitable for Project team member role is designed to provide at-a-glance awareness of current performance relevant to project delivery.

Key features:

  • My resource management

  • My time report

  • Attendance

  • My kanban

  • Meeting calendar


Team Leader Dashboard

Predefined personal dashboard suitable for Team leader role is designed to provide at-a-glance awareness of current performance relevant to the whole team.

Key features:

  • Team resource management

  • Team time reports

  • Vacation approvals

  • Wages and billing report

  • Team kanban


Portfolio Manager Dashboard

Predefined personal dashboard suitable for portfolio manager role is designed to provide at-a-glance awareness of current performance relevant to portfolio management.

Key features:

  • Global Gantt

  • Resource management/dashboard

  • Advanced project list

  • WBS on top project

  • Budget on top project


Scrum Master Dashboard

All live operations are at the SCRUM master's fingertips. Current sprint status, overall sprint completion progress, velocity by day, week or month, closed story points in time, eye-catching charts and other customizable modules and options.

Key features:

  • work in sprints from one screen

  • simple addition and removal of modules

  • graphical performance reports over time

  • tracking story points


CEO Dashboard

Predefined personal dashboard suitable for CEO role is designed to provide at-a-glance awareness of current performance relevant to top management.

Key features:

  • Budgets overview

  • Resource management/dashboard

  • Detailed cashflow report

  • Strategic WBS

  • Company performance overview


Additional information

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