Dashboard

Topic Overview

• Multi-project view
• Display of tasks in progress & project groups
• Finance Controlling & Cash Outflow
• Project view

Multi-project view

Alasco continuously optimizes its dashboard functionalities. Recently, a comprehensive Q3 initiative to improve dashboards was wrapped up, offering further insights and an enhanced user experience.

The dashboard in Alasco helps you to get a quick and clear overview of the current projects' statuses as well as your upcoming tasks.

As soon as you log in to Alasco, you start directly in the dashboard. If you have access to several projects, you will first see an overview of all projects in your Alasco account in the multi-project view.

A new GFA widget (Gross Floor Area) has been introduced as the first element on the global dashboard. Here you can easily add missing area data and view custom columns. The widget can be hidden via "Configure Dashboard".

On the multi-project view dashboard, you will see the aggregated finance controlling and the aggregated cash outflow for all your projects by default.

Display of tasks in progress & project groups

With the "Configure dashboard" button in the upper right-hand corner of the screen, you can not only display the "Tasks in progress" section, but also adjust the order of sections and hide unneeded ones. In Edit mode, you can rearrange the content to suit your needs.

Here you can see all invoices and change orders that are currently being processed in your Alasco account. Recurring invoices that generate a payment workflow task will now also appear here. In addition, Alasco now provides Pro customers with a "Needs Attention" section showing important hints and warnings (e.g., budget overruns in contract units or invoices stuck in approval).

Below this, you will now see a detailed project list in a table format (the former tile view has been removed). This table offers enhanced project insights with new financial columns such as "Initial budget", "Current budget", and "Contract volume". The project duration is shown as a date range, and budget deviation percentages are color-coded for faster scanning. New bar chart columns visualize "Change orders" and "Invoices". For easier analysis, column filters (including filtering by specific cost elements across multiple projects) are available to narrow down the project list. The column tooltips now follow a new, cleaner design. Furthermore, you can export the current table view to Excel and view a table sums/totals row.

In addition to displaying all projects in the multi-project view, you also have the option of displaying only those projects within a project group. To do this, select the corresponding project group in the drop-down menu to the left of the "Configure Dashboard" button.
Not only do the project list adapt accordingly, but also the aggregated finance controlling, the aggregated cash outflow, and the tasks in progress sections show only the data of the projects within the selected project group. This provides you with a quick overview of the entire project group.

Finance Controlling & Cash Outflow

In the finance controlling and the cash outflow graphs, you can display the gross or net amounts at any time. To switch between the two, click on the three dots in the upper right corner of the respective graph. Tip: You can now export any dashboard chart, including finance controlling and cash outflow, as a PNG or copy it directly to your clipboard (this feature is also available for other charts, e.g., in the ESG area). Additionally, you can optionally include financing data (tranches and repayments) in the cash flow charts on (multi) project dashboards.

In the aggregated cash outflow, it is now also possible to select a yearly view for the multi-project table (and for the cash flow and inflow tables). Amounts have been harmonized between monthly, quarterly, and yearly views. The cash outflow overview now provides a cumulative total row, which is also included in exports. There are further filtering and display options (e.g., by object status or open actual/plan differences), and minor differences between net and gross views are no longer highlighted.

For an up-to-date and clear comparison of the most important project figures, you can display some or all of the following values in the aggregated finance controlling:

• Initial budget (the initial budget set for planned awards)

• Current budget (the budget after changes, such as increases, decreases and transfers)

• Contracts level (sum of main orders and amendments, excluding planned orders)

• Payment state (sum of approved invoices and invoices marked as paid)

• Project cost forecast (real case and difference to worst-case forecast: as long as the real case forecast is below budget, the bar is green; if the real case forecast exceeds the budget, the bar is red)

• If applicable, revenues (sum of all sales prices/planned revenues - depending on the status - of all sales units)

• If applicable, profit (revenues minus the real-case project forecast)

Project view

You can access the project-specific dashboard by selecting a specific project under the Alasco logo on the upper left corner of the screen. Alternatively, you can select the project directly in the multi-project view.

All projects you have access to are displayed here in a list. You can use the search bar to look for specific projects and select a project. With the star icon, you can add a project to your favorites or remove it again. Favorites are always displayed at the top of the list. With the gear icon, you navigate directly to the project settings.

In the project-related dashboard, you have a more detailed overview of the current key financial figures as well as the project's cash outflow forecast and upcoming tasks. Just like the multi-project view, the project-related dashboard features an "Edit mode" allowing you to change the order of sections and show or hide content. Moreover, custom columns from cost control (created using a flexible formula editor) can now be added as KPI cards to project-specific dashboards to improve tracking of specific metrics.

Cash Outflow Planning – Overview of Changes:

• Clear separation between view and plan/edit modes.
• Separate tab to resolve actual vs. plan differences, with a hint in view mode if past months contain unresolved differences.
• Manageable columns, saveable and shareable views, and a new floating action bar.
• Optional inclusion of financing data (tranches and repayments) in the chart.

Users without access to cash outflow planning (e.g., Essential or Legacy customers) will now see a specific upsell banner on the dashboard, highlighting the features and offering a trial mode.

LEGAL