How Can You Track Overall Project Health in Zoho Projects Using Dashboards and Reports?
Dashboards and reports in Zoho Projects give real-time insights into progress, delays, budgets, and resource utilization across all projects.
Access Project Dashboard:
From the project homepage, click Dashboard.
View metrics like % Completed, Open Tasks, Overdue Items, Logged Hours, and Milestone Progress.
Use Global Dashboard:
For cross-project visibility, go to Home → Dashboard.
Filter by project, owner, or date.
Generate Reports:
Use Reports → Task, Time, User, and Budget reports.
Export reports to PDF or Excel for presentations.
Create Custom Widgets (Premium Plans):
Why This Workflow Matters:
Dashboards provide executives and managers with fast insights into project health—enabling data-driven decisions, early problem detection, and performance optimization.
Related Articles
How Can You Track Sales Performance Using Dashboards and Reports in Zoho CRM?
Zoho CRM provides real-time dashboards and advanced reports that help track sales activities, pipeline progress, conversion rates, and rep performance. Use Pre-Built Reports: Go to Reports → Sales → Choose from reports like “Deals by Stage,” “Lead ...
How Can You Track Time Spent on Each Task and Generate Timesheet Reports in Zoho Projects?
Zoho Projects offers built-in time tracking tools and weekly timesheets to monitor how time is spent on various tasks and projects. Log Time for Tasks: Open any task → Click on Log Hours. Enter the hours worked, choose between billable/non-billable, ...
How Can You Automate Project Status Updates and Reduce Manual Reporting in Zoho Projects?
You can automate progress tracking and status updates in Zoho Projects using task completion logic, milestones, and project progress settings. Auto-Progress Based on Tasks: In Project Settings, enable “Update % Completion based on Task Progress.” As ...
How Do You Track and Manage Project Risks in Zoho Projects?
Zoho Projects doesn’t have a native Risk module, but risk tracking can be managed using custom fields, task tags, or a dedicated task list. Create a Task List for Risks: Label it “Risk Register” or “Project Risks.” Each risk is logged as a separate ...
How Do You Set and Track Project Budgets in Zoho Projects to Ensure Financial Control?
Zoho Projects lets you define project budgets in terms of hours or costs, helping you monitor spending, track billable time, and compare actuals against plans. Enable Budget Tracking: Go to the Project Settings → Select Budget Type: Total Hours, ...