Project Analytics in Ontraccr

🧱 Project Analytics in Ontraccr
 

Build Pre-Filtered Dashboards for Any Project

Ontraccr’s Project Analytics feature allows you to generate dashboards and reports specifically filtered to a given project. This is ideal for project managers and operations leads who want centralized visibility into cost, time, and productivity metrics for a specific job or contract.

📍 Where to Find Project Analytics

1. Navigate to the Projects page.
2. Click on any individual project.
3. Switch to the Analytics tab.

This area lets you:

• Create project-specific dashboards
• Build reports that are auto-filtered by project
• Combine time, board, and form data into a single view

🛠️ Creating Dashboards for Projects

Step-by-Step:

1. Go to the Analytics tab in any project.
2. Click New Dashboard.
3. Use the edit pencil icon to rename it (e.g., Project Performance Overview).
4. Click Edit → Add Widget to insert analytics.

Widgets must be created from reports built in this project context.

📊 Creating Reports for Projects

Click the Reports button to build project-specific analytics.

Available Sources:

• Time Cards
• Boards
• Forms

These sources are nearly identical to the Analytics Page, but are automatically filtered to the current project.

Time Cards (Project-Filtered)

• Field: Hours Worked
• Breakdowns: User, Hour Type, etc.
• Display Types: Bar, Line, Table, Number
• Use Case: Total hours worked on the project by user or cost code

Boards (Within the Project)

• Select any board used within the project (e.g., Estimating, Service Tracker)
• Configure reports using standard metrics like:
  • Number of Cards
  • Time in Status
  • Conversion Rates
  • New Cards in Status
• Add custom field analytics (e.g., total quoted value, equipment hours)

Forms (Project-Specific Submissions)

• Choose any relevant form used on the project (e.g., FLHA, Work Orders)
• Use standard “Number of Submissions” report
• Configure custom field-based analytics (e.g., most reported hazards, incident logs)

🔁 Dashboard Reuse Across Projects

Once you create a dashboard inside any project:

• It becomes available across all projects
• You only need to build it once
• Each project will display its own data using the same dashboard layout

✅ This makes Project Analytics ideal for standardized performance reporting across jobs.

🧠 Use Case Example: Cost & Billing Snapshot

Create a dashboard showing:

• Total labor cost (via time cards)
• Total equipment/material cost (via form data)
• Total billed (via board field)
• Calculate profitability visually

Result: A single screen showing what’s been billed vs. what’s been spent on the project.

⚠️ Important Notes

• Reports created here are not visible from the main Analytics page
• Only reports built in the project's Analytics tab can be added to that project’s dashboards
• Each report is already scoped to that project—no need to manually filter