Dashboard
Portfolio overview
Milestone Status
Progress by Project
Project Duration Timeline
⚠️ Issues & Risks Requiring Attention
📋 Recent Status Updates
Projects
Manage all active programs and portfolios
| Project | PM | Status | Progress | Start | Target End | Actions |
|---|
Milestones
Track deliverables and schedule
| Milestone | Project | Owner | Target Date | Status | Progress | Actions |
|---|
Team
Manage team members and assignments
| Name | Role | Projects | Organization | Actions |
|---|
Status Updates
Bi-weekly and weekly project status entries
Critical Path
Milestone schedule, dependencies, and risk indicators
Generate Reports
Export professional briefings in PDF, DOCX, and PPTX formats
High-level portfolio status for senior leadership — KPIs, milestone heatmap, project status table, and risk summary.
Integrated Project Team briefing with per-project accomplishments, next steps, issues, risks, and action items.
Per-project Gantt schedule, dependency chain, critical milestone indicators, issues log, and action items.
Report Configuration
Slide Builder
Preview individual slides and export
Settings
Profile, themes, users, and data management
🎨 Dashboard & Report Theme
Applied to the UI and all exported PDF, DOCX, and PPTX reports.
👤 User Profile
👥 User Management Admin Only
📥 Import Data
🗂 Import Projects
CSV or Excel — project list
🎯 Import Milestones
CSV or Excel — milestone schedule
👥 Import Team
CSV or Excel — team roster
🗄 Database Management Admin Only
Help & Documentation
User guide for ExecutiveOps Dashboard v5
📖 Contents
1. Getting Started
ExecutiveOps is a fully self-contained, browser-based project intelligence dashboard. All data is stored locally — no internet connection is required after initial load (except for CDN libraries).
First Steps
- Select or create your user profile on the login screen
- Go to Settings → Load Sample Data to populate with realistic PRISM or Enterprise IT Modernization data
- Explore the Dashboard to see KPIs, charts, and recent status updates
- Add your own projects in Projects → + New Project
- Generate your first report from Generate Reports
2. Roles & Permissions
Each user is assigned one of four roles that control what they can see and do.
| Feature | Admin | Program Mgr | Analyst | Viewer |
|---|---|---|---|---|
| View Dashboard / Projects / Milestones | ✓ | ✓ | ✓ | ✓ |
| Create / Edit Projects & Milestones | ✓ | ✓ | — | — |
| Delete Projects / Milestones | ✓ | ✓ | — | — |
| Create / Edit Status Updates | ✓ | ✓ | ✓ | — |
| Manage Team Members | ✓ | ✓ | — | — |
| Generate & Export Reports | ✓ | ✓ | ✓ | — |
| Import Data (CSV/XLSX) | ✓ | ✓ | — | — |
| User Management | ✓ | — | — | — |
| Settings / Data Management | ✓ | — | — | — |
3. Feature Guide
📊 Dashboard
Real-time KPI cards showing active projects, total milestones, on-track/at-risk counts, and team size. Three interactive charts update when you switch themes or filter by project.
🗂 Projects
Full project registry with name, code, PM, sponsor, status, % complete, contract number, and classification. Filter by status or search by any field.
🎯 Milestones
Milestone tracking with ID, owner, start/target/actual dates, status chips, progress bars, and dependency notes. Overdue milestones are highlighted in red.
📋 Status Updates
Bi-weekly/weekly status cards per project with accomplishments, next steps, issues/risks, action items, and concerns — all displayed in a clean, scannable card layout.
🔴 Critical Path
Per-project Gantt-style timeline, dependency chain, critical milestone indicators, and live issues/action items log. Export as PDF, DOCX, or PPTX.
📄 Generate Reports
Three report types in three formats each: Executive Brief, IPT Weekly Report, and Critical Path Report — all in PDF, DOCX, and PPTX.
4. Critical Path Report
The Critical Path view shows each project's milestone schedule as a horizontal Gantt chart, with color-coded status indicators:
- ✓ Green bar — Complete milestone
- Blue bar — On Track milestone
- Amber bar — At Risk milestone (requires attention)
- Red bar — Off Track milestone (behind schedule)
- Gray bar — Not Started milestone
Reading the Chart
Bar length represents duration (start to target date). The filled portion shows % complete. Milestones with dependencies are noted in the Dependencies column. Overdue milestones display a ⚠ warning.
Exporting
Use the PDF / DOCX / PPTX buttons to export the critical path for a selected project. The PDF uses landscape format for optimal Gantt visibility.
5. Exporting Reports
Generated client-side using jsPDF. Inherits the active theme's colors. Executive Brief uses landscape; IPT Report uses portrait. Both include header, footer, page numbers, and classification marking.
DOCX (Word)
Generated using docx.js. Includes cover page, table of contents structure, formatted tables, bullet lists, and footer with classification. Compatible with Microsoft Word and Google Docs.
PPTX (PowerPoint)
Generated using PptxGenJS. Creates a 16:9 widescreen deck with themed slides — cover, KPI summary, per-project status, milestones table, and risks/action items. Compatible with PowerPoint, Keynote, and Google Slides.
6. Importing Data
Go to Settings → Import Data to import from CSV, Excel (.xlsx/.xls), or TSV. Download a template first to see the expected column format.
Import Steps
- Upload File — drag & drop or click to browse, or paste CSV text
- Map Columns — auto-detects your column headers; review and adjust
- Preview & Import — verify the row count and warnings, then click Import
Column Reference — Projects
Required: name Optional: code description pm sponsor start_date end_date status pct_complete contract
Column Reference — Milestones
Required: name project_name_or_code Optional: ms_id owner start_date target_date actual_date status pct_complete dependencies
7. Themes
Go to Settings → Theme to switch between six professional color palettes. The theme applies instantly to the entire dashboard UI and is inherited by all PDF, DOCX, and PPTX exports.
🔵 Federal Blue
Classic government navy blue. The default — authoritative and familiar for federal program reporting.
⚫ Neutral Slate
Charcoal and steel gray. A modern executive palette for commercial or cross-sector audiences.
🟢 Teal & Ivory
Cool teal. Clean and contemporary, suited for technology and innovation programs.
🟤 Warm Stone
Terracotta and espresso. A refined, warmer tone for management consulting or policy contexts.
🟣 Soft Indigo
Violet and lavender. A fresh, modern authority suited for digital transformation programs.
🌿 Sage Green
Forest and sage. Natural clarity for environmental, health, or sustainability programs.
8. Keyboard Shortcuts
Navigation
Alt+1 Dashboard Alt+2 Projects
Alt+3 Milestones Alt+4 Team
Alt+5 Status Updates Alt+6 Critical Path
Alt+R Generate Reports Alt+H Help
Actions
Escape Close modal / dialog
Alt+N New item (context-sensitive)
Alt+S Settings
Alt+E Export database JSON
Alt+U Switch user
9. FAQ
Where is my data stored?
All data is stored in your browser's localStorage. It never leaves your device. Clear browser data will erase it — use Settings → Export JSON to back it up regularly.
Can multiple people use this at the same time?
The multi-user system allows different profiles on the same device. For true team collaboration, export your JSON backup and share it — teammates can import it to sync state.
What does the PIN do?
The 4-digit PIN provides basic access separation between user profiles on a shared device. It is not cryptographically secure and should not be used as a primary security control.
Why does the DOCX/PPTX export say it's loading CDN libraries?
docx.js and PptxGenJS are loaded from a CDN on first use. After caching, exports work offline. Ensure you have internet access for the first export of each type.
Can I use this on a SharePoint site?
Yes — the HTML file can be hosted as a SharePoint page or uploaded as a web part. The application runs entirely client-side.
How do I update from v4?
Export your v4 JSON database (Settings → Export JSON), then import it in v5 (Settings → Import JSON). All projects, milestones, team members, and status updates will transfer.