Dashboards
General information for InLoox dashboards
- Project Dashboard and multi-project Dashboards are a feature of the InLoox Enterprise, Enterprise Plus and On-Prem Editions.
- InLoox offers a dashboard in each project (available since InLoox 12.4, September 2025) and multi-project dashboards. Dashbaords can be edited, saved as templates for the whole InLoox account, downloaded from and uploaded to the InLoox account.
- You need read or editing permissions to access dashboards and to see data in the dashboard widgets. The data you are able to see in the project dashboard and multi-project dashboards depends on your reading and editing permissions. If you do not at least have e. g. reading permissions for Risks, the risks widgets in Dashboards will remain empty and show no data. Read the help-article on permissions for more information.
Tip For advanced users, we recommend our dashboard and reports workshop to enable you to work independently with the extensive functions (available both as on-site training and online training) of the InLoox Dashboard Designer.
Content
Access and edit the project dashboard
Access and edit multi-project dashboards
Access and edit the project dashboard
Open a project and click on the tab Dashboard. The dashboard displays real time data from this project. If you want to add more information to the dashboard, you can either add dashboard widgets or open the Dashboard Designer and edit the whole dashboard.
The project dashboards consists of the following widgets:
- Tasks by status: Displays all the tasks of the project by their status in the colors you have used to the task status in the Kanban. This data is pulled from the project's tasks.
- Tasks per person: Displays all the tasks of the project by their assigned resource. The tasks for each resource are grouped by status. This data is pulled from the project's tasks.
- Actual vs. Planned: Costs: Displays the planned costs vs the actual costs of the project. This data is pulled from the project's financials. If the gauge is in the red, your project's actual costs exceed its planned costs. The negative margin is shown below the gauge.
- Actual vs. Planned: Benefits: Displays the planned benefits vs. the actual benefits of the project. This data is pulled from the project's financials. If the gauge is in the red, your project's actual benefits fall short of your planned benefits. The negative margin in shown below the gauge.
- Task items (Total): Displays the number of tasks in the project.
- Open tasks: Displays the number of open tasks in the project. Those are all the tasks that do not have the status Done.
- Effort remaining (h): Displays the amount of effort still to to be done in the project. This data is pulled from the effort field of each task and displayed in hours.
- Burndown: Displays the number of tasks added to the project over time. The yellow line indicates the project scope. In the planning phase of a project, this line may steadily increase until the project's scope is fully fleshed out (initial scope screep). Then you should see the yellow line staeadily decreasing as more and more tasks are getting done.
- Risks: Displays each project risk as a blue dot on the green-to-red heat map (1 = low = green, 5 = extreme = red), depending on the risk's impact and likelihood. This data is pulled from the project risks.
This dashboard gives you a quick and insightful overview of the most important project KPIs and the project's overall health.
PLEASE NOTE Should you not see any data in any one of the widgets, this is most likely due to either missing project data or you not having at least reading permissions for this project data. Make sure to set permissions in your InLoox account. Also note, Project Dashboard and multi-project Dashboards are a feature of the InLoox Enterprise, Enterprise Plus and On-Prem Editions.
Undo changes to a project dashboard
- If you want to undo the changes to the project dashboard after you saved them, click on the three dots next to Design for this Project and click on Reset Dashboard.
Turn a project dashboard into a standard project dashboard
You can edit the existing dashboard in a project, add widgets save it and make it the organization-wide default. This makes it the standard dashboard for every project in your InLoox account—except projects where someone has already customized the dashboard. Project dashboards that have been customized by you do not automatically become the standard dashboard for every project in your InLoox account.
- Click on the three dots and click on Set as Organizational Default.
- If you want to go back to the orignal project dashboard, click on the three dots and then on Reset Organization Default.
Access and edit multi-project dashboards
For multi-project dashboards, click on Dashboards in the left-hand menu in the Business Intelligence section.
InLoox provides several standard multi-project dashboard templates, which can be edited, saved for the whole organization to use, exported and imported. Select from the menu one of the standard templates provided by InLoox. If you want to edit an existing dashboard, either click on Add Widget, to add preconfigured dashboard widgets. Or open den Dashboard Designer to edit the whole dashboard.
PLEASE NOTE Should you not see any data in any one of the widgets, this is most likely due to either missing project data or you not having at least reading permissions for this project data. Make sure to set permissions in your InLoox account. Also note, Project Dashboard and multi-project Dashboards are a feature of the InLoox Enterprise, Enterprise Plus and On-Prem Editions.
Multi-project dashboard templates
InLoox Web App has several dashboard templates that we provide you with and which are ready-to-use. These are:
| Name | Description | Dashboard Image |
| Project KPIs | This dashboard provides an overall view of all projects with key metrics such as number, progress, effort (planned, remaining, overdue, completed), and the largest projects by effort. |
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| Project Milestones | This dashboard shows all important achieved and upcoming milestones of projects within a defined time frame. It helps make project progress transparent, highlight delays, and keep track of the next crucial project steps. |
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| Task Insights | This dashboard provides an overview of all tasks in the organization, broken down by status, projects, and effort. It helps identify open, ongoing, or delayed tasks quickly, visualize task distribution across projects, and support prioritization and capacity management. |
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| Resource Insights | This dashboard shows workload and task distribution by people, projects, and status. It helps make resource utilization transparent, identify bottlenecks or overloads, and enable better planning and management of tasks and workloads. |
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| Resource Effort Plan-Actual | This dashboard enables a direct comparison of planned resource efforts and the actual tracked time for tasks. Use these insights to identify where adjustments are needed and to make future effort planning more effective. |
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| Financials Plan-Actual | This dashboard compares planned and actual project costs and displays them by project progress and projects. It helps make cost deviations transparent, identify cost drivers early, and support financial control and budget management. |
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| Project Value | This dashboard is specifically designed for portfolio management and provides an intuitive and visually appealing way to evaluate and analyze projects. In the dashboard, your projects are displayed in a matrix based on the key dimensions of risk and value, each on a scale from 1 to 10. |
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| Budget Overview | This dashboard displays planned vs. actual expenses, revenues, and margins by groups, projects, and time periods. It helps to get a quick view of the financial situation, identify variances between planning and actuals, and support budget control and project management. |
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| Project Health | This dashboard shows the current status of all projects based on criteria such as status, time, budget and risk. It helps identify critical projects early, maintain oversight of progress and risks, and take targeted corrective measures. |
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Info If you have been an existing customer for some time, it is possible that you still have our older templates in your system. You can download the new templates here and afterwards import them.
Download & upload dashboards
Click on the three vertical dots at the top right and then on Manage views.
Here you will find an overview of all your existing dashboards. You can use the arrows to upload and download the views (json file).
If you not only want to download the view as a json file but also export the dashboard itself, select the corresponding dashboard and click on the following symbol in the top right-hand corner:
To export, choose between exporting as a PDF, image or Excel sheet.
Then adjust the layout settings if needed and download the dashboard by clicking on Export.
Dashboard Widgets
You can add widgets to an existing dashboard. Widgets are small configurable units in self-contained cards, charts or filters that bundle specific project data which are updated in real time.
Dashboard widgets can be added to project dashboards and multi-project dashboards.
InLoox recommends frequently used widgets, such as "Projects by portfolio", "Tasks by status" or "Actual vs. planned costs".
Add widgets to a project dashboard
- Open a project and click on the tab Dashboard.
- Click on Add Widget. If the suggested widgets are not enough, click on ... More Templates, to open the widget selection window.
- First select the data set, e.g. data from Tasks.
- Then select the widget. InLoox adds the selected widget automatically to the dashboard and simultaneously opens the Dashboard Designer (slider for Design for this Project is activated).
- Now you can drag the widget to a specific place in the dashboard and even change the widget if you need to.
- When you are done adding and editing widgets, simply close the Dashboard Designer by deactivating the Design for this Project slider.
- InLoox asks you to confirm saving the changes you have made. Click on Save.
- If you want to undo these changes, simply click on the three dots and on Reset Dashboard. This resets it to its default state.
Dashboard Designer
You can use the Dashboard Designer to design completely new dashboards or customize existing dashboards according to your needs.
Create new dashboard
Click on the three vertical dots at the top right and then on New Dashboard.
Enter a name for the dashboard and save it.
Afterwards, the Dashboard Designer opens.
Set a global filter for your dashboards
Since InLoox 11.17, you can set a global filter for your InLoox Dashboards in order to e.g. exclude archived projects from all Dashboards widgets and subsequently views or set a specific time frame.
- In InLoox Web App, go to Dashboards.
- Click on the three dots in the upper right hand corner and select Create new Dashboard.
- Name your new Dashboard.
- Click on the dashboard menu on the left and select Data Sources.
- Make sure, InLoox is marked, then select one of the areas you need to filer and click on the edit icon.
- In the window Dashboard Data Source Wizad, click on Run Query Builder...
- In the window Query Builder, click on Query Properties.
- Click on the three dots in the field Filter.
- In the window Filter Editor, click on the Plus Icon next to And and put in your filter.
- Click OK to set the filter for all your InLoox Dashboards.
If you e.g. want to exclude all your archived projects from your dashboards, enter this filter: AND - Projekcts.Project_IsArchived - Equals - False
You can now select the fields that are relevant to you from the various elements on the left and drag and drop them into the dashboard. Examples include text fields, various types of diagrams, tables and many more. You must base these elements on a data source.
Undo
If you want to undo an entry, use the Undo/Redo function, which has also been available in the Dashboard Designer since InLoox 11.16. Use the arrows in the top left-hand corner.
Customize an existing dashboard
Select the dashboard you want to customize.
Open the Dashboard Designer by clicking on the Edit Dashboard slider at the top right.
Afterwards, the Dashboard Designer opens again. Move or delete individual elements, change the data source or add new elements. This allows you to customize the dashboards according to your needs.