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Experience the ConnectWise Way

Join hundreds of thousands of IT professionals benefiting from and contributing to a legacy of industry leadership when you become a part of the ConnectWise community.

ConnectWise

Tracking your Projects with Reports and Dashboards (formerly BrightGauge)

Join us as we wrap up our overview of Projects in ConnectWise PSA. In this webinar, we will look at how Reports and Dashboards (formerly BrightGauge) can help us keep our projects on time and on budget. We will build a dashboard to track both upcoming and past due project tickets across all companies, which you can then filter to track individual projects. Then we will build a gauge to notify you before a project goes over budget, as well as set up a proactive notification to alert your team. Join us in the upcoming webinar to learn how Reports and Dashboards (formerly BrightGauge) can help you effectively manage project timelines and budgets in ConnectWise PSA. 

What will be covered: 

  • Tracking Project Progress
    • Upcoming tickets
    • Past due project tickets
  • Building dashboards showing all projects that can be filtered by company
  • Project Budget
    • Hours remaining
    • Over budget alert

Speakers:

Lynette Polzin

Software Training Consultant I, ConnectWise

Max Cooper-Dowda

Software Support Lead, ConnectWise