The Portfolio Dashboard is now live and available to all users! 🎉
It’s designed to give you high-level insights into the health and progress of your company’s projects at a glance—making it easier to stay on top of things and take action when needed.
🔍 What You Can Do With the Portfolio Dashboard
The Portfolio Dashboard provides clear visibility across your project portfolio, helping you:
• Spot issues early: Quickly identify problem areas across projects.
• Take action faster: Assign internal “Project Champions” and send follow-up emails directly from the dashboard.
• Smooth out onboarding: Identify setup issues preventing collaborators from getting started.
• Keep collaborators accountable: Ensure projects are regularly updated.
• Track quality and compliance: See whether inspections and photo evidence are being captured properly.
• Stay on schedule: Review progress against project milestones.
• Measure throughput: Monitor completion rates over time.
🛑 What Is the “Top Issue” Field?
The Top Issue field helps you instantly understand what’s blocking project progress, especially for executives who don’t have time to click into every Matrak project.
Why It Matters
Each project is assigned a “Top Issue” based on its most urgent blocker. This makes it easy for senior stakeholders to:
• See which projects need attention right now
• Understand what’s stopping progress
• Take targeted action to unblock the issue
🕒 The Top Issue status is updated daily at 12:01am AEST.
If a project doesn’t have an issue, it will show as “On Track”.
🧩 Definitions of Top Issues (from Most to Least Critical)
Below is a breakdown of each possible Top Issue and how it’s determined.
Below is a breakdown of each possible Top Issue and how it’s determined.
✅ On Track
• What it means: The project is progressing well with no major issues.
• Why it matters: No action required beyond regular onboarding steps.
🚧 Project Not Created
• What it means: No project has been created in Matrak yet.
• Action needed: Your team should create the project in Matrak to begin onboarding.
👥 Company Not Invited
• What it means: A company (e.g. subcontractor) expected to collaborate hasn’t been invited to the project yet.
• When it’s flagged: If the Go-Live date is within 4 weeks and no companies are invited.
⚙️ Project Setup Not Started
• What it means: The project exists, but no data templates (record types) have been created.
• Action needed: Begin setup by adding record types like façade panels or windows.
🛑 Project Setup Blocked by Customer
• What it means: Matrak is waiting on your team to provide missing info or approvals.
• Action needed: Check with your team and respond to any outstanding requests.
📦 No Items Created
• What it means: Project setup has begun, but no materials/items (IDs) are being tracked.
• Example: Data from packing lists or drawings hasn’t been uploaded.
🧍 No Active Users
• What it means: No users have logged in (via web or mobile) for 30+ days.
• Why it’s critical: It’s a key sign the project isn’t being used.
✍️ No Recent Updates
• What it means: People are viewing the project but not updating data.
• Timeframe: No updates made in the last 30 days.
🧩 Incomplete Setup – Items Still to Be Created
• What it means: Some record types have no data loaded yet.
• Example: Façade panels record type created, but no panel data uploaded.
🔄 Some Items Not Being Updated
• What it means: Data exists, but only some items are regularly updated.
• Action needed: Review which categories are falling behind and why.
📅 No Go-Live Date
• What it means: The project doesn’t have a Go-Live date set.
• Why it matters: Go-Live date is used to track onboarding progress.
📌 Note: If a project lacks start/end dates, we default to the user’s Go-Live date as the start, and set the end as 6 months later.
💡 Need Help?
If you’re unsure how to address a Top Issue, reach out to [email protected] or check our Help Centre for step-by-step guides and best practices.