Ofivio — from onboarding to final delivery · Part 1 · Getting started · Chapter 4 of 56
My Board: the practice on one screen
Read the whole practice on one screen: revenue, projects on time, cash flow, deliverables, alerts, workload, the projects table and today.
My Board: the practice on one screen
My Board is the practice read on one dark screen, in tiles of mixed sizes that fill the page and never scroll. The Desk is where you decide things; My Board is where you read how the practice stands. Open it in the morning, before a partners' meeting, or whenever someone asks "how are we doing?". The principal sees the whole practice here.
- Press "My Board" on the Quick access bar — The tiles fill the page. A tile that is still loading says "Reading …"; one whose records could not be read says "Could not read …" instead of showing a zero.
- Read the top row — "Revenue · <this month>" in PKR, "Projects on time" as a gauge, and "Sites & clients" on a dotted map.
- Read the middle row — "Cash flow · 12 weeks" (in against out), "Deliverables" as a ring, "Alerts" for what is wrong now, and "Workload" for who carries the open tasks.
- Read the "Projects" table — Each running project with its Stage, Progress, Fees, Owed, the Next dated task and its State: "late", "on time" or "not dated".
- Click a project row to open it — The row's title reads "Open <project>". It opens the project.
- Press "open the calendar ›" in the Today tile — Today lists the meetings, the work due and the payments due today; the link opens OfiCalendar.
| Tile | What it counts | Where the number comes from |
|---|---|---|
| Revenue · <month> | Money received this month, the change on last month, payments received; a line over six months | Income booked in Finance |
| Projects on time | Running projects with promised work and nothing late; how many are late, and how many have nothing dated yet | The projects' deliverables and dates |
| Sites & clients | Projects whose site has a pin on the map, and how many clients | Each project's site address and pin |
| Cash flow · 12 weeks | Money in against money out, week by week | Finance; transfers between your own accounts are left out |
| Deliverables | Accepted, with the client, promised | Every project's deliverables |
| Alerts | Blocked work, overdue work and late payments; a line of what fell due and is still open, last 8 days | Tasks and the payment schedule |
| Workload | Open tasks per person, the busiest first; who has late work; how many on the team | Tasks |
| Projects | Running projects: stage, progress, fees, owed, next, state | Projects, payment schedule and tasks |
| Today | Meetings, work due and payments due today | Meetings, tasks and the payment schedule |
Every number on My Board is read from a record somewhere else in Ofivio. When a figure looks wrong, fix the record, not the board. A project shows "not dated" until its deliverables have dates. A site stays off the map until the project carries a pin for its address. Owed is filled from the project's payment schedule: a payment past its date and not yet claimed by the client counts here. Workload counts open tasks, not hours, because Ofivio does not record planned hours.
Record the work in its department → Ofivio reads it → My Board shows it → Click through to act