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Project Workload Dashboard

A professional web-based application for visualizing and analyzing project management workload data. Upload your CSV file and instantly generate interactive insights about your team's projects, resource allocation, and timeline management.

Features

πŸ“Š Visual Analytics

  • Active Projects Timeline: Track concurrent active projects over time to understand true workload capacity
  • Staff Workload Analysis: View workload distribution by Project Leads and Specialists
  • Regional Distribution: Understand project distribution across different regions
  • Status & Type Breakdown: Analyze projects by status and type with pie/doughnut charts
  • Go-Live Timeline: Monitor past completions and upcoming go-live dates
  • Testing Schedule: Visualize testing duration and schedules

🎯 Key Metrics

  • Total projects count
  • Active projects tracking
  • Upcoming go-lives (next 60 days)
  • Projects currently in testing
  • Unique project leads and specialists
  • Dynamic date range display

πŸ” Interactive Filtering

  • Filter by Region
  • Filter by Project Status
  • Filter by Project Type
  • Filter by Project Lead
  • Real-time search across all project data
  • Clear filters with one click

πŸ“‹ Data Management

  • Interactive data table with all project details
  • Search functionality across all fields
  • Export filtered data to CSV
  • Responsive design for all screen sizes

Getting Started

Installation

No installation required! This is a standalone web application that runs entirely in your browser.

Usage

  1. Open the Application

    • Open index.html in any modern web browser
    • Supported browsers: Chrome, Firefox, Safari, Edge
  2. Upload Your Data

    • Click "Choose CSV File" button
    • Select your project data CSV file
    • The dashboard will load automatically
  3. Explore Your Data

    • View key metrics at the top of the dashboard
    • Use filters to focus on specific regions, statuses, or team members
    • Scroll through various charts for different insights
    • Search the data table for specific projects
    • Export filtered data for further analysis

CSV Format

Your CSV file should include the following columns:

Column Name Description
Closed Project closure status
Site Name(s) Site identifiers
Facility Name Name of the facility/organization
Project Short Name Project identifier
OH Region Geographical region
LOB Line of Business
Project Type Type of project (Integration, New Implementation, Upgrade, etc.)
OH Go-Live Date Project go-live date
Hospital Go-Live Date Hospital-specific go-live date
Project Status Current project status
OH Project Lead Project manager (Last Name, First Name)
Kanban-Project Lead Kanban board project lead
OH Specialist(s) Technical resource(s) assigned
Charter Status Charter completion status
Prelim HL7 Preliminary HL7 status
Cycle 1 Cycle 1 status
Cycle 2 Cycle 2 status
eCTAS CAV eCTAS CAV status
Kick-Off Date Project start date
Testing Start Testing phase start date
Testing End Testing phase end date
Current Integration Current technical state
Future Integration Target technical state
OH Go-Live Date Confirmed Confidence flag for go-live date
Baseline Testing Start Original testing start date
Baseline Testing End Original testing end date
Labels Project labels/tags

Sample Data

A sample CSV file (sample_data.csv) is included with realistic project data to help you get started and test the application.

Key Insights

Understanding Current Workload

  • Active Projects: View how many projects are currently in progress
  • Staff Allocation: See which team members have the most projects assigned
  • Testing Pipeline: Identify projects currently in testing phase

Planning Future Workload

  • Upcoming Go-Lives: Track projects completing in the next 60 days
  • Monthly Trends: Understand project volume trends over time
  • Resource Planning: Identify team members with heavy or light workloads

Project Distribution

  • By Region: Understand geographical distribution
  • By Type: Analyze the mix of integration, implementation, and upgrade projects
  • By Status: Track projects across different lifecycle stages

Technical Details

Technologies Used

  • HTML5: Structure and semantics
  • CSS3: Modern styling with CSS Grid and Flexbox
  • JavaScript (ES6+): Data processing and interactivity
  • Chart.js: Interactive data visualizations
  • No Backend Required: All processing happens in the browser

Browser Compatibility

  • Chrome 90+
  • Firefox 88+
  • Safari 14+
  • Edge 90+

Performance

  • Handles datasets with thousands of projects
  • Real-time filtering and updates
  • Optimized chart rendering
  • Responsive design for mobile and desktop

Tips for Best Results

  1. Date Formatting: Ensure dates in your CSV are in a standard format (YYYY-MM-DD, MM/DD/YYYY, etc.)
  2. Consistent Naming: Use consistent naming for regions, statuses, and types for better filtering
  3. Complete Data: More complete data fields result in more accurate insights
  4. Regular Updates: Re-upload your CSV periodically to keep insights current

Customization

Modifying Colors

Edit the CSS variables in styles.css:

:root {
    --primary-color: #2563eb;
    --success-color: #10b981;
    --warning-color: #f59e0b;
    /* ... */
}

Adding Custom Charts

Add new chart functions in app.js following the existing pattern:

function createCustomChart() {
    // Your chart logic here
}

Troubleshooting

CSV Not Loading

  • Ensure the file is a valid CSV format
  • Check that column headers match the expected format
  • Try opening the CSV in a text editor to verify structure

Charts Not Displaying

  • Refresh the page and try again
  • Check browser console for errors (F12)
  • Ensure you're using a modern browser

Filters Not Working

  • Clear all filters and try again
  • Reload the page and upload the CSV again
  • Check that the filtered columns have data

Support

For issues or questions:

  1. Check the browser console for error messages (F12)
  2. Verify your CSV format matches the expected structure
  3. Try the sample data to confirm the application is working correctly

License

This project is provided as-is for project management and workload analysis purposes.

Version

Version 1.0.0 - Initial Release


Built with ❀️ for efficient project management and team workload analysis.

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