Occupation. Project Management

See every project's real status. before the status meeting

JiraAsanaSmartsheetHarvestMonday.com

Project RAG status, milestone slippage, resource utilization, and scope changes. scattered across project tools, time-tracking, and spreadsheets. RapidDashboard gives PMs and PMO leaders a live portfolio view that replaces the Friday status deck.

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Sound familiar?

The weekly status report takes 4 hours to compile. gathering input from 8 project leads and turning it into a slide that leadership reads for 90 seconds.
You find out a milestone slipped when the project lead mentions it in the stand-up . when it was first at risk two weeks earlier.
Resource utilization is tracked in Harvest, capacity planning is in Smartsheet, and task assignments are in Jira. and none of them agree on how busy the team is.
Scope creep is real, but hard to show. When a project goes over budget, there's no clean audit trail from the original estimate to what actually got built.

Try the demo: one prompt → full dashboard

Click a prompt. Charts and KPIs update for that scenario (sample data).

Generated from

"Show me current RAG status across all active projects. which are red or amber and why?"

Active Projects
18
Portfolio total
Red / Amber
5
28% at risk
On Track (Green)
13
72% healthy
  • Project Phoenix. Red: 3 weeks behind schedule, key integration milestone missed, customer escalation open.
  • Project Atlas. Amber: budget tracking 12% over plan; scope change approved but budget not yet adjusted.
AI-generated report (sample)

5 of 18 active projects are Red or Amber. Project Phoenix is the critical path concern. 3 weeks behind with an open customer escalation. Project Atlas's budget overrun is tied to an approved scope change that hasn't yet been formally rebased. Recommend an executive check-in on Phoenix and a budget amendment for Atlas before the next steering committee.

Generated from

"Which projects have milestones that slipped this quarter. show me the original date, new date, and reason?"

Milestones Slipped
9
This quarter
Avg Days Slipped
11 days
Per occurrence
Customer-Facing
4
External risk
  • 4 customer-facing milestones slipped. two clients have SLA implications. Legal notified.
  • 6 of 9 slippages share a root cause: dependency on one shared engineering resource.
AI-generated report (sample)

9 milestones slipped this quarter, averaging 11 days each. 4 are customer-facing with SLA implications. legal has been notified on two. The root cause pattern: 6 of 9 slippages trace back to a single shared engineering dependency. Recommend a resource allocation review for that engineer and a proactive client communication plan for the SLA-at-risk projects.

Generated from

"What is billable utilization by team member this month. who is over capacity and who has available bandwidth?"

Team Avg Util.
81%
Target: 75-85%
Over Capacity
3 members
Above 100%
Under-Utilized
2 members
Below 60%
  • Dev Lead (Jamie) at 118% utilization. assigned across 4 projects simultaneously; delivery risk on all four.
  • QA Engineer (Lee) at 54% utilization. could absorb overflow work from overloaded dev team.
AI-generated report (sample)

Team average utilization is in target range at 81%, but the distribution is uneven. Jamie is at 118% and is a single point of failure across four projects. Lee has capacity available. Recommend rebalancing one or two tasks from Jamie to Lee and reviewing project assignments with managers before next sprint.

Generated from

"Which active projects have logged scope changes. show me original estimate, current estimate, and the delta?"

Projects with Scope Change
6
of 18 active
Avg Budget Increase
+18%
vs original estimate
Unbilled Scope
$48K
Not yet invoiced
  • 2 projects have scope increases that haven't been reflected in client contracts. $48K in work performed with no approved change order.
  • Project Orion. 31% over original estimate. Scope change was approved by PM but not by the client sponsor.
AI-generated report (sample)

6 of 18 projects have scope changes averaging 18% above original estimate. $48K in performed work has no approved change order. a revenue leakage and contract risk. Recommend an immediate change order review for the two affected projects and a scope change approval workflow to prevent future unbilled work.

How we connect your systems

Project data lives in your work management tool, your time tracker, and often a spreadsheet. We connect all of them so your portfolio view reflects reality, not last week's status update.

SystemWhat we pullConnection path
Work Management (Jira, Asana, Smartsheet)Task status, milestone dates, assignees, blockers, sprint velocityOfficial REST APIs. scheduled sync into your private data store.
Time Tracking (Harvest, Toggl, Clockify)Billable hours, utilization by team member, project cost burnVendor-supported APIs. time data mapped to project and budget records.
Resource Planning (Forecast, Float)Capacity plan, scheduled allocation, bandwidth forecastAPI integration. planned vs actual capacity compared at team and project level.

What you can build

Portfolio health

  • RAG status across all projects
  • Risk flag escalation
  • Cross-project dependencies

Schedule & milestones

  • Slippage history & trends
  • Critical path alerts
  • Customer-facing risk flags

Resource management

  • Utilization by person
  • Bandwidth forecasts
  • Over-allocation alerts

PMO reports

  • Weekly portfolio summary
  • Monthly steering committee
  • Scope change audit trail

Project data stays in your boundary

Project plans, client contracts, and resource costs are sensitive. RapidDashboard keeps all project data in a private data store with project-level access controls. PMs see their projects, PMO leadership sees the portfolio. AI is optional and enterprise-grade; no project details are used to train public models.

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