Ready-made report | Resource Management
Resource Management Dashboard in Power BI
Three pages in one report: task and project status, hourly team workload, and billable hours. All built on tasks your team already tracks in the system — no manual spreadsheet rollups and no status meetings.
Capabilities
Three pages, six key metrics
The dashboard has three pages — Status Dashboard, Workload, and Billable hours — filterable by assignee, client, and task type. A team lead no longer collects status task by task — it's all rolled up into one report.
01
Tasks by status
A pie chart of all tasks by status: accepted, completed, cancelled, pending. A single view of backlog health without opening each task individually.
02
Tasks by assignee
A matrix of task counts per team member. See who has the most active tasks and how workload is distributed across the team.
03
⚠ Overdue tasks by assignee
A ranking of team members by number of overdue tasks. See in seconds where delays are piling up and who needs a priorities conversation.
04
Gantt chart of projects and tasks
A timeline of all projects, expandable down to individual tasks: deadlines and color-coded status. Answers "what's actually happening, and when."
05
Workload — weekly time tracking
Time logged by each assignee, broken down by week, drilling down to task level: project, order, client, remaining hours, dates, status, and a direct link to the task.
06
Billable hours
Billable hours by month, broken down by assignee, filterable by payment status (billable / non-billable). A ready-made base for client invoicing.
Who it's for
Who gets the most value from Resource Management
Built for teams where tasks are tied to clients and orders, and status, workload, and billable-time tracking are all needed at once — not scattered across three different places.
Team lead / PMO
A daily tool for checking team status: task status, who's overdue, who's loaded with what. Replaces the weekly status meeting with every team member with a single report.
Resource manager
Sees how tasks are distributed across people and can rebalance workload on the fly, based on actual active task counts and overdue items — not a gut feeling.
Finance / billing team
Gets ready-made data on billable hours by client and month for invoicing — without a separate timesheet rollup in Excel.
Integrations
What Resource Management Dashboard integrates with
The dashboard is built on the data from the system your team already uses to track tasks and time.
Progresia.TM
Tasks, projects, clients, orders, statuses, and payment sync directly, with no additional data model setup required.
Microsoft Planner / Dataverse
For teams tracking tasks in Planner or on Power Platform. Connected via Power Query or Microsoft Graph API.
Dynamics 365 / CRM
Client and order data to tie tasks to commercial context — so you see not just "what was done" but "for whom."
Excel
A fallback connection option for teams where part of time or task tracking is still done manually.
All connections are configured to meet information security requirements. Access is role-based: a team lead sees their own team, finance sees billable hours data.
Implementation Four steps to a working dashboard — in 5–7 days If your team already works in Progresia.TM, setup is faster since the data model is already in place.
Day 1 Connect to your task system We get access to Progresia.TM, Planner, or Excel and review the data structure: projects, orders, clients, statuses, payment.
Days 2–4 Status and payment logic We agree on overdue criteria, "billable / non-billable" categories, and the Gantt chart structure for your projects.
Days 5–6 Launch in Power BI Service We deploy all three pages (Status Dashboard, Workload, Billable hours) to the cloud, set up role-based access and automatic refresh.
Day 7 Team training A 60-minute workshop: reading statuses, working with the Gantt chart and filters by assignee, client, and task type. 30 days of support included.
FAQ
Answers to common questions
Where does the overdue task information come from?
What do "Billable" and "Non-billable" mean on the Billable hours page?
Can I jump from the dashboard straight to a specific task?
Does the Gantt chart show only current tasks or the whole portfolio?
What Power BI license is required?
Ready to launch the Resource Management Dashboard?
Status, workload, and billable hours — in one report
The Resource Management dashboard brings together task status, hourly team workload, and billable hours tracking. Team leads and finance get ready-made data instead of manually rolling up tables every week and every month.