Creating Analytics Boards From Templates
Table 114. Availability - Legacy plans
Regular users can create and view analytics boards. External users and collaborators can only view analytics boards shared with them.
You can use one of the available pre-built templates to create a powerful analytics board instantly or create one from scratch.
There are five templates available:
Project Portfolio Status shows comprehensive information about the status of the project portfolio, including:
KPI widgets showing the number of active and overdue projects, completion rate percentage, and a number of active tasks
Breakdowns of projects by status and owner/status
Pivot table with detailed information about the project
Project Status shows comprehensive information about the status of one or multiple projects:
KPI widgets showing the number of active and overdue tasks, completion rate percentage based on the number of tasks, and their duration
Breakdowns of tasks by status and owner/status
Project burndown chart
Calendar widget showing the number of completed tasks by days
Pivot table with detailed information about tasks
Productivity Analysis allows you to review how effective the process is and where the bottlenecks are:
Tasks created and completed this month, with a comparison against the previous month
Average completion time this month versus last month
Average time tasks spent in certain statuses (as Area Chart and Pivot Table)
Top status changes (as Bar Chart and Pivot Table)
Details on every task with regards to how much time it spent in statuses
Sprint Overview shows information on team progress within the sprint:
Percentage of completed tasks
A total number of tracked hours for the sprint
Progress in effort and story points
Tasks created and added to the sprint after its start
Burnup and burndown charts showing progress
Agile Velocity enables you to see the average values to plan your team’s work more efficiently:
A total number of completed sprints
An average number of completed tasks, story points, and tracked hours per sprint
Go to Reports (click the launchpad icon and select Reports there or click Reports on the home page).
Select the needed template from the list of options:
Project Portfolio Overview
Select folder(s), project(s), or space(s) that contain all the required projects in the portfolio.
The created board is open.
Next, you can customize the created board by adding new widgets or by applying additional filters.