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Function documentation Dashboard  Locate the document in its SAP Library structure


This function gives you an overview of various Key Performance Indicators (KPIs) for your projects. The dashboard is available in a number of initial views, such as the Projects and Tasks initial views.


You can display additional or customer-specific fields in the dashboard. For more information, see SAP Note 971394.


The KPIs are partly read straight from the project data and partly calculated in the evaluations.


If you change data in the project that affects the KPIs that were calculated, the dashboard is only updated after a new evaluation has taken place.


You made the following settings in Customizing for Collaboration Projects:

      You activated the dashboard function for the appropriate project type and specified when evaluations are to be performed by choosing Evaluations and Dashboard in the Define Project Types IMG activity. If you do not do this, you only see the project name and the criticality level, for example, and no KPIs for the project.

      You assigned the extract layout for the dashboard evaluations to the relevant project types in the Assign Extract Layouts to Project Types IMG activity. SAP supplies the 0_DASHBOARD layout with the standard system. You can display additional information in the dashboard by including new attributes in the layout for the dashboard evaluations.

      You assigned icons to the attributes for the evaluations in the Define Attributes and Object Types for Evaluations IMG activity.


Dashboard Views

Depending on which initial view you are in, you can choose from a number of different dashboard views, for example:

      Projects: Displays a project list.

The Projects, Control Plan, and Versions initial views for the version type simulation always display aggregated values of the project element. The other initial views display non-aggregated values of the project element.

      Favorites: Displays the objects that you added to your favorites.

      Last Used Tasks, Projects, or Checklist Items: Displays all the objects you have already edited. You can delete entries from the list.

      Substitute: Displays all objects for which you are acting as a substitute.


Under Settings you have the following options for personalizing the dashboard:

      You can show or hide columns.

      You can save your selection of columns as a view.

      You can specify the order of the columns.

      You can use filter functions.

      You can adjust the table design, for example, you can change the number of rows that are displayed.

General Functions

      In the task and checklist views you can also select multiple project elements at a time and open them for editing. This is even possible if the project elements belong to different projects.

      The data for a project is displayed in the dashboard once an evaluation exists. If you change any data, the information in the dashboard is updated accordingly when the next evaluation is performed. The Customizing settings for the project type dictate when evaluations are created. However, they are only created in connection with the Projects entry object.


If you change project elements in the Tasks or Checklist Items views, the system does not update the dashboard when you save. The system only updates the dashboard if the whole project is loaded in change mode but this is not the case for these two views.

      You can print the table or export it to Microsoft® Excel.

Information in the Dashboard

The following table is an overview of all the columns you can display in the dashboard:

Column Title



Criticality level

When the threshold value of a project is violated, this is the severity of the violation.

Last Evaluation

Date and time of the last evaluation

The data in the dashboard originates from this time. If no evaluation has taken place yet, the system displays the comment No data available.

If the project type of a project does not support the dashboard function, the system displays the comment No evaluation planned.

Number Project/Task/Checklist

Unique project number

The language-dependent name is visible in the corresponding column or by displaying the quick info text over the project number.


Name of the project element

Proj. Type

Project type of object

Description Project Type

Description of the project type

Phase Type

Object attribute phase type

Task Type

Object attribute task type

Checklist Type

Object attribute checklist type


Object attribute group

Search Field

Object attribute search field


Object attribute process


Object attribute that is only relevant to tasks

Relev. for App.

Object attribute that is only relevant to tasks


Object attribute that is only relevant to tasks

Ctrl Plan

Number of control plans

The number of control plans always refers to a project because you can only create and edit control plans at project level.


Actual finish date of an object

Act. Start

Actual start date of an object


Number of documents for a project element


Number of object links for a project element


Number of collaborations


Current system status of an object

User Stat.

Current user status of an object


Status profile that is used


Person responsible for a project element


Maximum severity of a project element

If a manual severity exists, this is the maximum severity. If no manual severity exists, the highest severity of a project element is the highest degree of severity of all your own severities, both automatic and aggregated (see also Evaluations).


Manual severity of the threshold value


Aggregated severity of a threshold value

Maximum severity of the actual project element and its lower-level project elements. See also Evaluations.


Result of a checklist item; this is only relevant for checklist items


Note that the following KPIs always refer to the project even if you are in the Tasks initial view, for example.


Project’s priority

You specify the priority for the project definition. You define the possible values in Customizing.

Work Cmpl.

Percentage of work completed

This is calculated from the total work confirmed for all tasks and the remaining work.

Start Met

Start date of project was met

Checks whether the actual start date is after the latest planned start date.

Finish Met

Finish date of project was met

Checks whether the actual finish date is after the latest planned finish date.

Scope Met

Scope of project was met

Checks whether the amount of project work has exceeded the amount planned.

Deadl. Met

Tasks that met the deadline

Shows what percentage of tasks that should have been completed by the current date, have actually been completed.


Project delay

Based on the average amount of work confirmed each day, the system calculates the number of days by which the project is delayed.


Staffing status

Shows whether a project is under- or overstaffed.


Planned costs

Act. Costs

Actual costs





Currency of the costs and of the budget



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