Launch
Grant Thornton Professional services02893-01Solar Century Africa Energy engineering 73992-01
  1. Getting started
  2. The organization
  3. Project management
  4. Task management
  5. Budgeting
  6. Change management
  7. Resource allocation
  8. Time tracking
  9. Expenses
  10. Clients and invoicing
  11. Leave tracking
  12. Real-time reporting
  13. Power AI
  14. Proposals
  15. Templates
  16. Integrations
  17. Vendors and invoicing
  18. Equipment
  19. Account settings
  20. Open API

Charts and data

Add ready-made charts from the palette, start from a blank chart and let mAX fill it in, or set a chart up by hand.

The chart palette

Click the charts icon at the top right to open the palette (this also turns on edit mode). Drag a chart onto the dashboard where you want it, or click it to add it at the end. Hover over a chart to see what it shows.

GroupCharts
Blank chartsArea chart, Pie chart, Bar chart, Line chart, Number, Table and Text
TimeHours this month, Billable %, Hours by week, Hours by project, Hours by client, Hours by person, Hours by department and the Horizon EU timesheet
ProjectsActive projects, Hours used % by project, Budget used % by project and Project health
FinancialsRevenue vs cost by month, Margin by month, Revenue by client, Estimated vs actual cost and Revenue year to date
LeavesLeave days this month, People on leave by week, Leave by type and Leave by person

Charts that show cost or revenue only appear for organization admins and managers.

Working with cards

  • Move a card by dragging its handle and resize it from its right edge, bottom edge or corner.
  • Rename a chart by clicking its title. You can also add a short note under the title.
  • Blank charts land empty with a Build with mAX button. Tell mAX what the chart should show, or set it up by hand.
  • Text blocks hold headings and notes. They are free and never count towards your plan's chart limit.
  • Remove a card with its trash icon.

Editing a chart by hand

Click Edit by hand on a card to open the chart editor, with a live preview as you change it:

SettingDescription
Show asNumber, Bar, Line, Area, Pie or Table.
DataWhere the numbers come from (see below).
ValuesWhat to measure, for example hours or billable %. Bar, line and area charts take up to 4, tables up to 6.
Group byWhat each bar, point or row is, for example month, project or person. Line and area charts group by time.
Split byBreaks bar, line and area charts down further, for example hours by month split by department.
PeriodThis or last week, month, quarter or year, year to date, the last 30 or 90 days, the last 6 or 12 months, the next 3, 6 or 12 months, all time or custom dates.
ShowThe top 5, 10, 25, 50 or 100.
FiltersInclude or exclude projects, clients, people, departments, leave types and statuses.

Data sources

SourceWhat it measures
TimesheetsHours, billable and non-billable hours, billable %, cost, revenue, margin and head counts. Counts submitted and approved timesheets unless you pick otherwise.
LeavesLeave days and hours and people on leave, by type, person, department, paid or unpaid. Counts approved leave unless you pick otherwise.
FinancialsEstimated and actual cost, revenue, margin and hours by month, project or client.
ProjectsBudget, cost, revenue, hours, budget used %, hours used % and time elapsed % over each project's life.

Who sees what

Power AI follows the same access rules as the rest of missionX, so the same chart can show different numbers to different people:

  • Cost, revenue, margin and budgets are visible to organization admins and managers only.
  • Members see the projects they are on. Admins, managers and observers see every project they have access to.
  • You see other people's hours and leave only where your role allows it. Otherwise you see your own.

Bright idea: On Power AI Free, charts cover the last and next 6 months by month. Core and Scale take any date range, down to the day.

Next steps

Let mAX build your charts for you.