Course Code: PM-10
Goal: Leverage dashboards and Business Intelligence (BI) tools to make data-driven decisions that optimize project outcomes and operational performance.

Session Overview

Duration: 1 Hour
Format: Instructor-led (via Microsoft Teams or in-person)
Level: Advanced (Ideal for project executives, senior PMs, and operations managers)

Resources Provided:

• BI Dashboard Configuration Guide
• Trend and Alert Interpretation Sheet
• Customized Report Builder Reference
• Dashboard Sharing and Distribution Checklist

Learning Objectives

By the end of this session, participants will be able to:

• Access, configure, and navigate dashboards.
• Understand and interpret BI visualizations: trends, alarms, workload flags.
• Create customized dashboards and insights tailored to stakeholder needs.
• Share reports and dashboards internally for action and visibility.

Session Agenda

10.1 Accessing and Configuring Dashboards

• Navigate to the CUBE BI module.
• Customize dashboard widgets and filters.
• Save personalized views.

10.2 Understanding BI Visualizations

• Analyze project trends (financial, schedule, labor).
• Monitor alarms and performance flags.
• Use trend data for proactive project interventions.

10.3 Creating Customized Insights for Key Stakeholders

• Build role-based dashboards:
• PM-focused
• Executive overviews
• Financial tracking dashboards
• Set permissions for dashboard visibility.

10.4 Sharing Reports and Dashboards Internally

• Export visual reports to PDF or Excel.
• Schedule auto-generated report deliveries.
• Embed dashboards into CUBE Home Screen or SharePoint.

Hands-On Preview (Optional if time allows)

• Build a sample dashboard showing project health and labor forecast.
• Configure alerts for budget overruns.
• Schedule a weekly executive report delivery.

Post-Session Action Items

• Finalize top 5 dashboards needed for your team.
• Assign dashboard ownership (updating and monitoring).
• Standardize monthly executive report templates.

 Note: When scheduling, make sure to include this session code: PM-10.

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