Dashboard Overview
The Dashboard is the first screen a user sees upon logging in to Proteus. It provides a personalised overview of the metrics, records and activity most relevant to that individual user, giving them a quick summary of their active records without needing to navigate into specific modules.
The Dashboard is unique to each user, every Proteus user has their own personal dashboard view. The records displayed, the utilisation metrics shown, and the pinned items are all specific to the logged-in user and will differ from what other users see on their own dashboards.
Left Panel - User Profile & Overview
The left side of the Dashboard provides a snapshot of the logged-in user’s profile and their current activity across Proteus. This panel is personal to each user and reflects data specific to their account.
User Profile
At the top of the left panel, the following user profile details are displayed:
Metric | Description |
User Name | The full name of the logged-in user as configured on their Proteus user profile. |
Discipline | The discipline assigned to the user in their team profile (e.g. Civil Engineering, Project Management). |
Grade | The grade level assigned to the user in their team profile (e.g. Senior Engineer, Principal). |
NOTE: The Discipline and Grade displayed on the Dashboard are set by an admin user via the user section of the admin console. If these details appear incorrect, contact your Proteus administrator to update your profile.
Record Access Summary
Below the user profile, the left panel displays a count of the active records the user currently has access to:
Metric | Description |
Projects | The total number of active Project records the user has been granted access to, either through direct assignment as a resource or through their role permission level. |
Proposals | The total number of active Proposal records the user has access to, either through direct invitation or through their role permission level. |
These counts reflect the records visible to the user based on their current access rights. Users with a Manager role or above will see a higher count as they have broader visibility across the system. Users with a standard or restricted role will only see records they have been directly invited to.
Current Utilisation
Below the record access summary, the left panel displays the user’s current utilisation figure. Utilisation is a measure of how much of the user’s available working time has been spent on billable activity.
Utilisation is calculated as follows:
Utilisation (%) = Approved billable hours (Projects + Proposals) ÷ Total approved hours × 100
NOTE: Utilisation is based on approved timesheet hours only. Time that has been submitted but not yet approved by the relevant line manager or record approver will not be included in the utilisation calculation shown on the Dashboard.
Weekly Time Utilisation
Below the user profile panel, the Dashboard displays a weekly utilisation breakdown. This gives the user visibility of how their billable hours compare to their expected working hours on a week-by-week basis, providing a quick health check of their recent activity.
Weekly time utilisation is calculated as follows:
Weekly Utilisation (%) = Approved billable hours for the week ÷ Expected weekly hours × 100
Metric | Description |
Expected Weekly Hours | The number of hours the user is expected to work in a standard week. This is set per user by an admin user in the user’s team profile within the admin console. |
Billable Hours Booked | The total approved hours the user has booked against Projects and Proposals for that week via their timesheet. |
NOTE: Expected weekly hours are configured per user in the admin console Team Profiles section. If the expected hours appear incorrect, contact your Proteus administrator to update the value on your profile.
TIP: Users can use the weekly utilisation display to identify weeks where they may be under or over their expected billable target, and take action by reviewing their timesheet entries or discussing workload allocation with their line manager.
Pinned Records
The centre of the Dashboard displays all records that the user has personally pinned for quick access. Pinning a record adds a widget to the Dashboard so the user can navigate directly to it without having to search through the relevant index page.
This is particularly useful for users who are actively working on a small number of high-priority records and want to monitor them closely or access them frequently.
Record Types
The following record types can be pinned to the Dashboard:
Metric | Description |
Proposals | Proposals can be manually pinned to the Dashboard from the Proposal Index page. See the Proposal Index article for instructions on adding a proposal to the Dashboard. |
Projects | Projects can be manually pinned to the Dashboard from the Project Index page. See the Project Index article for instructions on adding a project to the Dashboard. |
Contracts | Contracts can be manually pinned to the Dashboard from the Contracts module. |
Opportunities | Opportunities are added to the Dashboard automatically for any user who has access to the record. Unlike other record types, Opportunities do not need to be manually pinned. |
NOTE: Pinned records are personal to each user. Adding a record to your Dashboard does not affect the Dashboard of any other user. Removing a record from your Dashboard does not affect the record itself it simply removes the shortcut from your personal view.
Adding Records to the Dashboard
With the exception of Opportunities (which are added automatically), records must be manually pinned to the Dashboard from their respective index pages.
Proposals - On the Proposal Index, select the 3 dots (⋮) on the right-hand side of the proposal row and select Add to Dashboard.
Projects - On the Project Index, select the 3 dots (⋮) on the right-hand side of the project row and select Add to Dashboard.
Contracts - On the Contracts module, select the 3 dots (⋮) on the right-hand side of the contract row and select Add to Dashboard.
Removing Records from the Dashboard
To remove a pinned record from the Dashboard, locate the record widget on the Dashboard and use the remove option on the 3 dots (⋮). This will remove the shortcut from your Dashboard without affecting the underlying record in any way.