Analytics and project data

This article is about data analytics and managing project data in the company profile in Dalux. The article covers:

• Analytics and dashboards
• Project overview
• Task overview
• Checklists overview
• Products overview
• Announcements

The company profile is where the company administrators can manage and edit the company's overall profile. The Company profile can serve as a hub for all your project data allowing you to set up filters and dashboards with necessary information.

To enable the company profile for your company and projects, contact your Dalux consultant to get it set up.

How to access the company profile

To access the company profile, you must be a company administrator or company observer in your company. Only company administrators can edit and set up features in the company profile.

To open the company profile, click Company profile in your project overview. Alternatively, the button will also appear on the sidebar.

It is possible to be a part of multiple company profiles. A pop-up window will prompt you to select which company profile to open if you have multiple company profiles.

Analytics and dashboards

The analytics tab serves as a dashboard for the projects related to your company profile. From here you can get an overview of the activity in your company’s projects.

At the top, you will see a total of tasks and active projects.

The analytics home screen will show activity on projects in the last week (number of tasks created) and activity on projects in the previous two months.

By default, the company profile has a 'Field', 'Safety', and 'Activity' dashboard. These cannot be removed or edited.

The Field dashboard lets you quickly get an overview of tasks for a specific project. The project is selected at the top, above the graphs. You can filter by work packages and task types.

In the safety dashboard, you can get an overview of the safety issues in your projects. You can use the list view at the bottom to filter e.g. specific projects and use the graphs to visualize your data.

Activity dashboard

The activity dashboard displays task and checklist activity across all your company projects. It’s a useful way to get an overview of how active different projects are and to track whether usage is growing or staying steady over time.

You can view how the overall platform or specific projects have changed over time. The activity dashboard also helps internal teams identify which projects to prioritize for their implementation efforts.

You can toggle between view activity for either tasks or checklists in the Options menu, at the top of the screen.

Next to options you can see median across the last week and month, and how this compares to the previous period. 

The project overview on the left gives a visual overview of the most active projects in the past two months. The default view displays activity for all projects combined. You can choose a specific project from the list on the left to view its data, or select multiple projects to compare them.

Hovering your mouse over the graph view shows activity for each project. 

You can hold CTRL and drag you mouse to select a specific time range.

The list view on the bottom shows the specific tasks or checklists for the active filter. These can be opened directly from here, and printed or opened in the project.

Projects

In the projects tab, you can see all of the projects in your company and get detailed information about them.

In the list view all the project metadata can be shown. You can also get an overview of features that are used on the different projects.

All the information is displayed in the columns of the overview, which you can customize just like other Dalux lists.

Company administrators and observers can open projects from the list by clicking Go to project. If they have no other role on the opened project, they will have view access to the project. 

Project status can be changed to read-only or closed by clicking Change status.

If you want to export the list view, you can click Export.

• User list - Exports a list of the users for the visible projects in the list view
• Projects - Exports a spreadsheet of the visible list view

Map view

You can see all your projects on a map view by clicking on the right side.

Numbered circles will show the number of projects in an area, and these can be clicked on to zoom in. This can give you an overview of where your projects are located.

This only works for projects where a location has been set in the project settings.

You can set up custom filters to help you find specific projects more easily. When you select a project, you have the option to open it, update its status, or adjust its access permissions.

Tasks

In the tasks tab, you will see a list view of all the tasks from all your projects. If the safety features and safety observations are activated, they will also appear here.

You can use filters and columns to create a desired data overview. The view can then be saved and will appear in the side menu. For instance, you can create a filter for all ongoing tasks of a certain type of task across all your projects.

The view can be saved by clicking the-icon and then Save. Saved filters can be exported as spreadsheets by clicking Export.

This allows you to create the views you need for quick access. Saved filters will appear in the side menu and be visible to all company administrators and observers. 

Checklists

Checklists work the same as the task tab explained above, however, the data shown in this tab are from checklists across all projects. This includes hold point checklists and safety inspections.

As with the tasks tab, filters can be created and saved for easy access.

The view can be saved by clicking the-icon and then Save. Saved filters can be exported as spreadsheets by clicking Export. Saved filters will appear in the side menu and be visible to all company administrators and observers. 

Products

The products tab allows you to create different products that can be used across all projects when using the Handover module.

Products can also be imported from projects. This is done by clicking Import from project.

When importing products from projects, a company will need to be created as well from the manufacturer data of the product. 

The imported product will appear in the list view, where it can be managed. If you want the products to be used on projects, the access level will need to be set. By default, imported products are set to draft.

Further information for each point can be seen by hovering over the -icons.

Announcements

From the announcement tab, you can see all announcements made in the projects and you can create announcements that can be sent to multiple projects.

To do so, click Create. Then select one of more projects to send an announcement to. Fill in the information and set a date for how long the announcement is visible.

Users on the project will receive a phone notification if they use the Dalux mobile app.

The announcement will appear for all users at the top of the home screen on the Dalux mobile app and the dashboard on Dalux desktop.