Attention
The Attention section highlights items that may require action.
- pending labor
- pending expenses
- collection issues
- staffing concerns
- material requests when enabled
- incomplete project setup
Who can use it
- The full Dashboard is available to company Admins.
Overview and audience
The Dashboard is the company-wide summary of current project performance.
It combines active contract value, recorded project costs, estimated profit margin, outstanding receivables, project health, and attention items into one management view.
Use the Dashboard to identify where to investigate next. Open the Projects page or a Project Command Center for complete record-level details.
| Role | Access |
|---|---|
| The full Dashboard is available to company Admins. |
Role
The full Dashboard is available to company Admins.
Access
Permission matrix
Managers, Supervisors, and Employees use role-specific project and My Work pages instead.
Main portfolio indicators
Active Contract Value
Shows the total contract value of active projects included in the current portfolio summary. This is not the same as cash already collected.
Gross Position to Date
Shows the current portfolio position across projects based on the financial information available to Prospeno. Use the project-level Command Center to inspect how each project contributes to this total.
Estimated Profit Margin
Shows the estimated margin for active projects. A provisional or incomplete result means pending approvals, missing records, or incomplete cost data may still change the result.
Projects At Risk
Shows how many projects currently require attention based on available project-health signals. Select this indicator to open the Projects page filtered to projects that need attention.
Cost and receivable metrics
Labor Cost
Shows recorded labor cost across the included projects.
Approved Expenses
Shows approved project expenses.
Total Cost to Date
Combines recorded project costs shown by the Dashboard, including labor and approved expenses.
Outstanding Receivables
Shows billings or expected project amounts that have not yet been collected.
Dashboard tabs
Overview
- The Overview tab summarizes project health, attention items, and project profit ranking.
- Use it for the quickest portfolio review.
Cash Flow
- The Cash Flow tab focuses on collections, outstanding balances, and related cash-position signals.
- Use it to identify projects that may be profitable but still have weak collection progress.
Expenses
- The Expenses tab focuses on project expense activity and approval-related cost signals.
- Use the Approvals or Project Expenses pages for full record management.
Project health status table
| Status | Meaning |
|---|---|
| Profitable | The project currently shows a positive financial position based on recorded information. |
| Watch | The project requires attention because margin, cost, schedule, approvals, or collections may be weakening. |
| Losing Money | The recorded and expected cost position indicates that projected profit may be negative. |
| Collection Pending | The project may have acceptable profitability but still has outstanding collection activity. |
Status
Profitable
Meaning
The project currently shows a positive financial position based on recorded information.
Status
Watch
Meaning
The project requires attention because margin, cost, schedule, approvals, or collections may be weakening.
Status
Losing Money
Meaning
The recorded and expected cost position indicates that projected profit may be negative.
Status
Collection Pending
Meaning
The project may have acceptable profitability but still has outstanding collection activity.
Status table
Attention and ranking panels
Project Profit Ranking
Project Profit Ranking shows projects ordered by estimated profit.
- strongest projects
- low-margin projects
- projects with declining position
- projects needing detailed review
Project Health Summary
The Project Health Summary groups projects according to current performance signals.
- Profitable
- Watch
- Losing Money
- Collection Pending
Profit-confidence callout
Profit confidence
Prospeno may mark margin information as provisional or incomplete.
- pending labor approvals
- pending project expenses
- missing baseline data
- incomplete collections
- missing cost records
- recently added project activity
- Do not rely on a provisional margin as a final accounting result.
Refresh and recovery details
Project Health Summary
Possible groups include:
- Profitable
- Watch
- Losing Money
- Collection Pending
The Project Health Summary groups projects according to current performance signals.
- These labels depend on the completeness and accuracy of project records.
Dashboard refresh and recovery
The Dashboard may show a refresh indicator while data is updating.
- When a financial request fails, a recovery message and Retry action may appear.
- Retry before assuming that blank or incomplete values represent the actual project position.
Important limitations
- The full Dashboard is Admin-only.
- Dashboard values depend on the quality and approval status of operational records.
- Collections affect cashflow, not project cost.
- Portfolio indicators are summaries and may not explain every project-level variance.
- Provisional or incomplete labels should be investigated before making final decisions.
- Dashboard trends, when shown, may be preview indicators rather than formal historical analytics.
- Formal exports are available from Reports.
Where to find help
Use the ? button in the web application for the current page guide, Getting Started, Module Guides, and Contact Support.
Related links
Jump to the module, marketplace, or broader help resources.