Livedocs
Project Overview Dashboard
This notebook provides a comprehensive project overview dashboard, offering real-time insights into project health, timeline, tasks, budget, workload, and risks. It includes key performance indicators, a milestones tracker, task progress breakdowns, budget vs. spend analysis, and a risk management section. The dashboard also outlines next steps and recommendations for project managers and stakeholders.
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✅ Sample data generated successfully! Milestones: 7 records Tasks: 25 records Budget entries: 6 records Risks: 10 records

1. Project Summary

Project Objective

[Project Manager: Add project objective here - e.g., "Launch Alpha product to capture 15% market share in Q2 2025"]

Timeline

  • Start Date: January 1, 2025
  • Target End Date: June 15, 2025
  • Duration: 5.5 months

Key Deliverables

  1. [Add deliverable 1 - e.g., "Fully functional web application"]
  2. [Add deliverable 2 - e.g., "Mobile-responsive design"]
  3. [Add deliverable 3 - e.g., "API documentation and developer portal"]
  4. [Add deliverable 4 - e.g., "User training materials"]
═══════════════════════════════════════════════════════ KEY PROJECT PERFORMANCE INDICATORS ═══════════════════════════════════════════════════════ shape: (9, 3) ┌─────────────────────┬────────────────────────────┬──────────────┐ │ KPI ┆ Value ┆ Target │ │ --- ┆ --- ┆ --- │ │ str ┆ str ┆ str │ ╞═════════════════════╪════════════════════════════╪══════════════╡ │ Project Completion ┆ 36.0% ┆ 100% │ │ Tasks Completed ┆ 9 / 25 ┆ 25 tasks │ │ Tasks Open ┆ 16 ┆ 0 │ │ Overdue Tasks ┆ 0 ┆ 0 │ │ Budget Used ┆ $195,000 ┆ $450,000 │ │ Budget Remaining ┆ $255,000 ┆ $0 │ │ Milestones Complete ┆ 2 / 7 ┆ 7 milestones │ │ High Priority Risks ┆ 4 ┆ 0 │ │ Project Status ┆ 🟡 On Track (Minor Delays) ┆ 🟢 On Track │ └─────────────────────┴────────────────────────────┴──────────────┘ ═══════════════════════════════════════════════════════

2. Milestones Tracker

Track project milestones, their planned vs actual dates, and overall progress through project phases.

Output Image image/png - e56418b5-8450-4396-b04a-9e873ecc97a2
📅 MILESTONE SUMMARY ==================================================================================================== shape: (7, 7) ┌──────────────┬─────────────┬─────────────┬─────────────┬─────────────┬─────────────┬─────────────┐ │ milestone_na ┆ phase ┆ status ┆ planned_sta ┆ planned_end ┆ actual_star ┆ actual_end │ │ me ┆ --- ┆ --- ┆ rt ┆ --- ┆ t ┆ --- │ │ --- ┆ str ┆ str ┆ --- ┆ datetime[μs ┆ --- ┆ datetime[μs │ │ str ┆ ┆ ┆ datetime[μs ┆ ] ┆ datetime[μs ┆ ] │ │ ┆ ┆ ┆ ] ┆ ┆ ] ┆ │ ╞══════════════╪═════════════╪═════════════╪═════════════╪═════════════╪═════════════╪═════════════╡ │ Project ┆ Initiation ┆ Complete ┆ 2025-01-01 ┆ 2025-01-14 ┆ 2025-01-01 ┆ 2025-01-14 │ │ Kickoff ┆ ┆ ┆ 00:00:00 ┆ 00:00:00 ┆ 00:00:00 ┆ 00:00:00 │ │ Requirements ┆ Planning ┆ Complete ┆ 2025-01-15 ┆ 2025-01-31 ┆ 2025-01-16 ┆ 2025-02-02 │ │ Complete ┆ ┆ ┆ 00:00:00 ┆ 00:00:00 ┆ 00:00:00 ┆ 00:00:00 │ │ Design Phase ┆ Design ┆ In Progress ┆ 2025-02-01 ┆ 2025-02-28 ┆ 2025-02-03 ┆ null │ │ Complete ┆ ┆ ┆ 00:00:00 ┆ 00:00:00 ┆ 00:00:00 ┆ │ │ Development ┆ Development ┆ Not Started ┆ 2025-03-01 ┆ 2025-03-31 ┆ 2025-03-01 ┆ null │ │ Sprint 1 ┆ ┆ ┆ 00:00:00 ┆ 00:00:00 ┆ 00:00:00 ┆ │ │ Development ┆ Development ┆ Not Started ┆ 2025-04-01 ┆ 2025-04-30 ┆ null ┆ null │ │ Sprint 2 ┆ ┆ ┆ 00:00:00 ┆ 00:00:00 ┆ ┆ │ │ Testing & QA ┆ Testing ┆ Not Started ┆ 2025-05-01 ┆ 2025-05-31 ┆ null ┆ null │ │ ┆ ┆ ┆ 00:00:00 ┆ 00:00:00 ┆ ┆ │ │ Go Live ┆ Deployment ┆ Not Started ┆ 2025-06-01 ┆ 2025-06-15 ┆ null ┆ null │ │ ┆ ┆ ┆ 00:00:00 ┆ 00:00:00 ┆ ┆ │ └──────────────┴─────────────┴─────────────┴─────────────┴─────────────┴─────────────┴─────────────┘

3. Task Progress Overview

Detailed breakdown of all project tasks by status, assignee, and priority level.

📊 TASKS BY STATUS ================================================== shape: (3, 2) ┌─────────────┬───────┐ │ status ┆ count │ │ --- ┆ --- │ │ str ┆ u32 │ ╞═════════════╪═══════╡ │ To Do ┆ 11 │ │ Done ┆ 9 │ │ In Progress ┆ 5 │ └─────────────┴───────┘
Output Image image/png - e0cfc9ff-a2c8-4182-9fab-2114f12956ee
👥 TASKS BY ASSIGNEE (Team Workload) ================================================================================ shape: (6, 5) ┌──────────┬─────────────┬───────────┬─────────────┬───────┐ │ assignee ┆ total_tasks ┆ completed ┆ in_progress ┆ to_do │ │ --- ┆ --- ┆ --- ┆ --- ┆ --- │ │ str ┆ u32 ┆ u32 ┆ u32 ┆ u32 │ ╞══════════╪═════════════╪═══════════╪═════════════╪═══════╡ │ Alice ┆ 5 ┆ 3 ┆ 1 ┆ 1 │ │ Frank ┆ 5 ┆ 1 ┆ 2 ┆ 2 │ │ Carol ┆ 4 ┆ 1 ┆ 0 ┆ 3 │ │ Eve ┆ 4 ┆ 1 ┆ 2 ┆ 1 │ │ Dave ┆ 4 ┆ 2 ┆ 0 ┆ 2 │ │ Bob ┆ 3 ┆ 1 ┆ 0 ┆ 2 │ └──────────┴─────────────┴───────────┴─────────────┴───────┘
✅ No overdue tasks! Great work team! 🔥 HIGH PRIORITY TASKS (Not Complete) ==================================================================================================== shape: (7, 5) ┌──────────────────────────┬──────────┬─────────────┬─────────────────────┬──────────┐ │ task_name ┆ assignee ┆ status ┆ due_date ┆ priority │ │ --- ┆ --- ┆ --- ┆ --- ┆ --- │ │ str ┆ str ┆ str ┆ datetime[μs] ┆ str │ ╞══════════════════════════╪══════════╪═════════════╪═════════════════════╪══════════╡ │ UI/UX mockups ┆ Eve ┆ In Progress ┆ 2025-02-28 00:00:00 ┆ High │ │ Implement authentication ┆ Frank ┆ In Progress ┆ 2025-03-15 00:00:00 ┆ High │ │ Build user dashboard ┆ Eve ┆ In Progress ┆ 2025-03-20 00:00:00 ┆ High │ │ Develop API endpoints ┆ Frank ┆ In Progress ┆ 2025-03-25 00:00:00 ┆ High │ │ Unit testing ┆ Dave ┆ To Do ┆ 2025-05-10 00:00:00 ┆ High │ │ Integration testing ┆ Carol ┆ To Do ┆ 2025-05-15 00:00:00 ┆ High │ │ Bug fixes ┆ Bob ┆ To Do ┆ 2025-05-31 00:00:00 ┆ High │ └──────────────────────────┴──────────┴─────────────┴─────────────────────┴──────────┘ 🎯 TASKS BY PRIORITY ================================================== shape: (3, 2) ┌──────────┬───────┐ │ priority ┆ count │ │ --- ┆ --- │ │ str ┆ u32 │ ╞══════════╪═══════╡ │ High ┆ 13 │ │ Medium ┆ 10 │ │ Low ┆ 2 │ └──────────┴───────┘

4. Budget vs Spend Analysis

Track project budget utilization and compare planned vs actual expenditure over time.

Output Image image/png - 6253cfeb-1ea2-4bff-939d-6e332419c54a
💰 BUDGET SUMMARY ============================================================ Total Project Budget: $450,000 Current Spend: $195,000 Remaining Budget: $255,000 Budget Used: 43.3% ============================================================ 📉 MONTHLY VARIANCE (Actual vs Planned) ================================================================================ month planned_cumulative actual_cumulative variance variance_pct 0 2025-01-01 50000 52000.0 2000.0 4.000000 1 2025-02-01 100000 105000.0 5000.0 5.000000 2 2025-03-01 180000 195000.0 15000.0 8.333333

Budget Variance Analysis

Current Status: The project is currently tracking 8.3% over planned budget for the current phase (as of March 2025).

Key Observations:

  • Month-over-month variance has been increasing (4% → 5% → 8.3%)
  • Total overspend: $15,000 above planned cumulative spend
  • Remaining budget: $255,000 (56.7% of total)

Recommended Actions:

  1. [PM to add: Review resource allocation and consider optimizing contractor hours]
  2. [PM to add: Evaluate scope for potential cost savings in upcoming phases]
  3. [PM to add: Schedule budget review meeting with finance team]

Risk Assessment: 🟡 Medium - Monitor closely but not critical at this stage.

5. Risks & Issues Management

Active risk register with probability and impact assessment, mitigation strategies, and risk owners.

Output Image image/png - 8284d5d9-fce0-4325-b9e3-b748b7d75874
⚠️ RISK SUMMARY BY STATUS ============================================================ shape: (3, 3) ┌────────────┬───────┬────────────────┐ │ status ┆ count ┆ avg_risk_score │ │ --- ┆ --- ┆ --- │ │ str ┆ u32 ┆ f64 │ ╞════════════╪═══════╪════════════════╡ │ Active ┆ 7 ┆ 13.0 │ │ Mitigated ┆ 2 ┆ 9.0 │ │ Monitoring ┆ 1 ┆ 3.0 │ └────────────┴───────┴────────────────┘ 🔥 TOP 5 HIGHEST RISK SCORES ==================================================================================================== shape: (5, 7) ┌─────────┬─────────────────────────────────┬─────────────┬────────┬────────────┬────────┬───────┐ │ risk_id ┆ risk_description ┆ probability ┆ impact ┆ risk_score ┆ status ┆ owner │ │ --- ┆ --- ┆ --- ┆ --- ┆ --- ┆ --- ┆ --- │ │ i64 ┆ str ┆ i64 ┆ i64 ┆ i64 ┆ str ┆ str │ ╞═════════╪═════════════════════════════════╪═════════════╪════════╪════════════╪════════╪═══════╡ │ 2 ┆ Third-party API integration de… ┆ 4 ┆ 4 ┆ 16 ┆ Active ┆ Frank │ │ 9 ┆ Data migration complexity ┆ 4 ┆ 4 ┆ 16 ┆ Active ┆ Carol │ │ 1 ┆ Key developer resource may lea… ┆ 3 ┆ 5 ┆ 15 ┆ Active ┆ Alice │ │ 3 ┆ Scope creep from stakeholders ┆ 5 ┆ 3 ┆ 15 ┆ Active ┆ Alice │ │ 5 ┆ Budget overrun on infrastructu… ┆ 3 ┆ 4 ┆ 12 ┆ Active ┆ Bob │ └─────────┴─────────────────────────────────┴─────────────┴────────┴────────────┴────────┴───────┘
🔴 ACTIVE RISK REGISTER (Requires Attention) ======================================================================================================================== shape: (7, 8) ┌─────────┬─────────────────┬─────────────┬────────┬────────────┬───────┬─────────────────┬────────┐ │ risk_id ┆ risk_descriptio ┆ probability ┆ impact ┆ risk_score ┆ owner ┆ mitigation ┆ status │ │ --- ┆ n ┆ --- ┆ --- ┆ --- ┆ --- ┆ --- ┆ --- │ │ i64 ┆ --- ┆ i64 ┆ i64 ┆ i64 ┆ str ┆ str ┆ str │ │ ┆ str ┆ ┆ ┆ ┆ ┆ ┆ │ ╞═════════╪═════════════════╪═════════════╪════════╪════════════╪═══════╪═════════════════╪════════╡ │ 2 ┆ Third-party API ┆ 4 ┆ 4 ┆ 16 ┆ Frank ┆ Identify backup ┆ Active │ │ ┆ integration de… ┆ ┆ ┆ ┆ ┆ API providers ┆ │ │ 9 ┆ Data migration ┆ 4 ┆ 4 ┆ 16 ┆ Carol ┆ Hire data ┆ Active │ │ ┆ complexity ┆ ┆ ┆ ┆ ┆ specialist ┆ │ │ ┆ ┆ ┆ ┆ ┆ ┆ consultan… ┆ │ │ 1 ┆ Key developer ┆ 3 ┆ 5 ┆ 15 ┆ Alice ┆ Cross-training ┆ Active │ │ ┆ resource may ┆ ┆ ┆ ┆ ┆ team members ┆ │ │ ┆ lea… ┆ ┆ ┆ ┆ ┆ ┆ │ │ 3 ┆ Scope creep ┆ 5 ┆ 3 ┆ 15 ┆ Alice ┆ Strict change ┆ Active │ │ ┆ from ┆ ┆ ┆ ┆ ┆ control process ┆ │ │ ┆ stakeholders ┆ ┆ ┆ ┆ ┆ ┆ │ │ 5 ┆ Budget overrun ┆ 3 ┆ 4 ┆ 12 ┆ Bob ┆ Negotiate cloud ┆ Active │ │ ┆ on ┆ ┆ ┆ ┆ ┆ provider disco… ┆ │ │ ┆ infrastructu… ┆ ┆ ┆ ┆ ┆ ┆ │ │ 8 ┆ Insufficient ┆ 3 ┆ 3 ┆ 9 ┆ Dave ┆ Increase ┆ Active │ │ ┆ test coverage ┆ ┆ ┆ ┆ ┆ testing budget ┆ │ │ 6 ┆ Delayed client ┆ 4 ┆ 2 ┆ 8 ┆ Carol ┆ Schedule ┆ Active │ │ ┆ feedback ┆ ┆ ┆ ┆ ┆ regular ┆ │ │ ┆ ┆ ┆ ┆ ┆ ┆ feedback sess… ┆ │ └─────────┴─────────────────┴─────────────┴────────┴────────────┴───────┴─────────────────┴────────┘ Total Active Risks: 7 📊 COMPLETE RISK REGISTER ======================================================================================================================== 🔴 Risk 2: Third-party API integration delay Probability: 4/5 | Impact: 4/5 | Score: 16 Status: Active | Owner: Frank Mitigation: Identify backup API providers ---------------------------------------------------------------------------------------------------- 🔴 Risk 9: Data migration complexity Probability: 4/5 | Impact: 4/5 | Score: 16 Status: Active | Owner: Carol Mitigation: Hire data specialist consultant ---------------------------------------------------------------------------------------------------- 🔴 Risk 1: Key developer resource may leave Probability: 3/5 | Impact: 5/5 | Score: 15 Status: Active | Owner: Alice Mitigation: Cross-training team members ---------------------------------------------------------------------------------------------------- 🔴 Risk 3: Scope creep from stakeholders Probability: 5/5 | Impact: 3/5 | Score: 15 Status: Active | Owner: Alice Mitigation: Strict change control process ---------------------------------------------------------------------------------------------------- 🔴 Risk 5: Budget overrun on infrastructure Probability: 3/5 | Impact: 4/5 | Score: 12 Status: Active | Owner: Bob Mitigation: Negotiate cloud provider discounts ---------------------------------------------------------------------------------------------------- 🟢 Risk 4: Security vulnerability discovered Probability: 2/5 | Impact: 5/5 | Score: 10 Status: Mitigated | Owner: Dave Mitigation: Security audit completed ---------------------------------------------------------------------------------------------------- 🔴 Risk 8: Insufficient test coverage Probability: 3/5 | Impact: 3/5 | Score: 9 Status: Active | Owner: Dave Mitigation: Increase testing budget ---------------------------------------------------------------------------------------------------- 🔴 Risk 6: Delayed client feedback Probability: 4/5 | Impact: 2/5 | Score: 8 Status: Active | Owner: Carol Mitigation: Schedule regular feedback sessions ---------------------------------------------------------------------------------------------------- 🟢 Risk 7: Technology stack compatibility issues Probability: 2/5 | Impact: 4/5 | Score: 8 Status: Mitigated | Owner: Frank Mitigation: Proof of concept completed ---------------------------------------------------------------------------------------------------- 🟡 Risk 10: Regulatory compliance changes Probability: 1/5 | Impact: 3/5 | Score: 3 Status: Monitoring | Owner: Alice Mitigation: Legal team monitoring

6. Next Steps & Recommendations

Immediate Actions (Next 2 Weeks)

  1. Address High Priority Risks

    • [PM: Schedule risk review meeting with Frank regarding API integration delays]
    • [PM: Review budget variance and propose cost optimization strategies]
    • [PM: Ensure high-priority tasks are on track for completion]

  2. Resource Management

    • [PM: Review team workload - Frank and Alice have highest task counts]
    • [PM: Consider redistributing tasks to balance workload across team]

  3. Milestone Tracking

    • [PM: Monitor Design Phase completion - currently in progress with minor delays]
    • [PM: Prepare for Development Sprint 1 kickoff]

Strategic Recommendations

Budget Management:

  • Current 8.3% overspend trend needs attention
  • Recommend monthly budget review meetings
  • Consider scope adjustments or additional funding request if trend continues

Risk Mitigation:

  • 7 active risks require ongoing monitoring
  • Focus on risks with score ≥ 15 (Third-party API integration, Data migration)
  • Quarterly risk assessment recommended

Team Performance:

  • On track with 36% project completion
  • No overdue tasks - excellent team discipline
  • Consider recognition for maintaining schedule adherence

Stakeholder Communication Plan

  • Weekly: Status updates to project sponsor
  • Bi-weekly: Team standup and blocker resolution
  • Monthly: Steering committee presentation with this dashboard
  • Ad-hoc: Risk escalation as needed

Dashboard Last Updated: [Auto-update: Add current date]
Next Review Date: [PM: Set next review date]
Prepared By: [Project Manager Name]

📚 How to Use This Dashboard

For Project Managers:

  1. Update Data: Replace the sample data generation cell with connections to your actual project management tools (Jira, Asana, MS Project, etc.)
  2. Customize KPIs: Modify the KPI calculations in Section 1 to match your project metrics
  3. Add Commentary: Fill in the placeholder text marked with [PM: ...] with actual project insights
  4. Schedule Refresh: Run this notebook weekly or bi-weekly to generate updated dashboards

For Stakeholders:

  1. Quick Health Check: Review Section 1 (Project Summary) for at-a-glance status
  2. Deep Dives:
    • Timeline concerns? → Section 2 (Milestones)
    • Task status? → Section 3 (Tasks)
    • Budget questions? → Section 4 (Budget)
    • Risk awareness? → Section 5 (Risks)
  3. Hide Code Cells: Click the "Hide Code" option for a cleaner presentation view

Data Sources (TO BE CONFIGURED):

  • milestones.csv - Project milestone data
  • tasks.csv - Task tracking data
  • budget.csv - Budget and spend data
  • risks.csv - Risk register

Recommended Filters/Controls to Add:

  • Date range selector (filter all charts by date)
  • Project phase dropdown (for multi-project tracking)
  • Team member filter (focus on specific assignees)
  • Risk threshold slider (adjust heatmap sensitivity)

Note: This is a sample dashboard with generated data. Replace data sources with your actual project data for production use.

Dashboard created with ❤️ using Python, Polars, and Matplotlib

════════════════════════════════════════════════════════════════════════════════════════════════════ 📈 PROJECT OVERVIEW DASHBOARD SUMMARY ════════════════════════════════════════════════════════════════════════════════════════════════════ 🗓️ Generated: November 19, 2025 at 15:31 📊 Project: Alpha Launch 🎯 Status: 🟡 On Track (Minor Delays) ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ KEY METRICS AT A GLANCE ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 🎯 COMPLETION Project Completion: 36.0% Tasks Complete: 9 / 25 Milestones Complete: 2 / 7 💼 WORKLOAD Open Tasks: 16 Overdue Tasks: 0 ✅ Great! Team Members: 6 💰 BUDGET Total Budget: $450,000 Current Spend: $195,000 Remaining: $255,000 Budget Utilized: 43.3% Variance: +8.3% over plan ⚠️ ⚠️ RISKS Total Risks: 10 Active Risks: 7 High-Priority Risks: 4 Risk Status: 4 risks require immediate attention ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ HEALTH INDICATORS ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ Schedule: 🟡 Yellow - Minor delays in Design phase (2 days) Budget: 🟡 Yellow - 8.3% over planned spend Resources: 🟢 Green - Team fully staffed and productive Risks: 🟡 Yellow - 4 high-priority risks active Quality: 🟢 Green - No major issues reported ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ RECOMMENDED ACTIONS ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 1. 🔴 Address API integration risk (Score: 16) 2. 🞪DFE1 Review budget variance with finance team 3. 🟢 Continue monitoring Design phase completion 4. 🟢 Prepare for Development Sprint 1 kickoff ════════════════════════════════════════════════════════════════════════════════════════════════════ For detailed analysis, review sections above ════════════════════════════════════════════════════════════════════════════════════════════════════