This manual provides a clear explanation of the charts and metrics used throughout Lynx Project Management Software. Each chart is designed to give instant visibility into project performance, progress, workload, timelines, and potential risks.
The explanations focus on what each chart represents, how to read the data, and how to use the insights to manage projects more effectively. Lynx charts simplify complex project information, enabling faster and more confident decision-making.
Project Managers β tracking progress, schedules, and overall project health
Team Leads and Team Members β monitoring tasks, workloads, and deadlines
Executives and Stakeholders β seeking high-level visibility and performance insights
New Lynx Users β learning how to interpret dashboard data quickly and confidently
1. Understand the Purpose of Each Chart
Progress charts β show completed work vs. remaining
Status charts β highlight task/project conditions
Timeline charts β show planned vs. actual dates
Workload charts β reveal task distribution across team members
Performance charts β compare targets and trends
2. Read the Axes, Labels, and Legends
X-axis β represents time, categories, or task groups
Y-axis β represents quantities (task count, duration, cost, percentage)
Colors and symbols β distinguish statuses, priorities, or data types
3. Look for Patterns, Not Just Numbers
Rising/falling lines indicate improving or declining performance
Large segments may indicate bottlenecks or workload imbalance
Gaps between planned and actual values signal schedule or cost risks
π‘ Key Takeaway: Lynx dashboards turn project data into clear visual insights. By understanding the purpose of each chart, reading labels and legends, spotting patterns, and focusing on actions, you can quickly assess project health and make informed decisions with confidence.
This chart provides a quick snapshot of the overall health of your projects by showing how many are completed, in progress, overdue, or not yet started.
How to Read the Chart
The chart is displayed as a donut chart, where each colored segment represents a different project status. The size of each segment shows the percentage of projects in that status.
Status Breakdown
π’ Completed β Projects successfully finished
π΄ In Progress / Overdue β Active projects that may be behind schedule
β« Not Started β Projects pending approval or resources
π― Why This Chart Is Useful: Helps managers quickly assess project workload and risk, highlights potential schedule issues, supports prioritization, and is ideal for executive reporting.
β‘ At a Glance: If the red segment grows β increasing delivery risk. If the green segment grows β successful project completion.
π¨ Color Coding Summary
π’ Completed β #32CD32 β Successfully finished
π΅ In Progress β #00BFFF β Active and on track
π In Progress - Overdue β #ECCBC5 β Active but behind schedule
π΄ Pending/Not Started - Overdue β #E74C3C β At risk, needs attention
β« Not Started β #A9A9A9 β Planned but not begun
βͺ No Tasks β #95A5A6 β No work defined
β³ Pending β #A9A9A9 β Awaiting action
β οΈ Priority Action Items
Status
Action Required
Priority Level
Completed
Archive and review
π’ Low
In Progress
Monitor progress
π‘ Normal
Not Started
Schedule kickoff
π‘ Normal
Pending
Assign resources
π Medium
π Metrics Summary
π Total Projects β Count of all active + archived projects
β Completed β All tasks finished
π΅ Active on time β On track (In Progress)
π In Progress - Overdue β Behind schedule
π΄ Overdue (Not Started/Pending) β Critical attention needed
β« Not Started β In backlog
β³ Pending β Awaiting action
βͺ No Tasks β No work defined
π― Why This Chart Is Useful: Portfolio health assessment, resource prioritization, executive transparency, risk identification, and deadline-driven action planning.
This visual summary represents the current standing of all projects, categorizing them by their movement through the project lifecycle.
How to Read the Chart
Presented as a set of linear progress bars. The length and color of each bar correspond to a specific project status.
π’ Completed β 100% completion, officially closed
π΄ In Progress / Overdue β Active projects exceeding deadlines
β« Not Started β Projects in pipeline, not activated
β‘ At a Glance: Dominant green bars β high-performing organization. Dominant red bars β bottleneck in delivery phase requiring review of dependencies or workloads.
Shows the current status of all tasks across your projects, helping you understand how work is progressing at a detailed level.
Status Breakdown
π’ Completed β Tasks successfully finished
π£ Pending / Overdue β Tasks awaiting action, past due dates
π΄ In Progress / Overdue β Active tasks behind schedule (highest risk)
π‘ Tip for Users: Focus first on In Progress / Overdue tasks, followed by Pending / Overdue tasks, to reduce project delays quickly.
Provides a visual breakdown of task deadlines, highlighting where the schedule has slipped.
Timeline Breakdown
π΄ In Progress β Overdue β Active tasks past deadline
π Pending β Overdue β Tasks past start/end dates, not started
π’ No Deadline Task β Every task has an assigned deadline (good planning)
π― Why This Chart Is Useful: Identifies scheduling bottlenecks, quantifies project risk, facilitates resource management, ensures planning accountability.
Provides a visual schedule of all projects over time, showing when each project starts, how long it runs, and its current status.
How to Read the Chart
Each horizontal bar = one project
Length of bar = project's planned duration
Position on timeline = start and end dates
π΄ Red dashed line = Today's date
Project Status Colors
π’ Green β Completed
π‘ Yellow β In Progress / Overdue
π΄ Red β Not Started / Overdue
β‘ At a Glance: Green bars = completed work. Yellow and red bars = projects needing immediate action.
Compares the planned budget against actual costs incurred for each project, providing clear assessment of financial performance.
How to Interpret
π’ Actual Cost β€ Budget β On or under budget (good financial control)
π΄ Actual Cost > Budget β Over budget (scope creep or unexpected expenses)
π― Why This Chart Is Useful: Enables quick identification of budget issues, supports financial oversight, helps in resource reallocation and future planning.
Provides comprehensive overview of task distribution across team members, identifying who carries the heaviest load.
Why This Chart Is Useful
Balances Workload β Helps redistribute tasks to prevent burnout
Identifies Bottlenecks β Shows impact of key individuals on timeline
Capacity Planning β Informs decision-making for new assignments
β‘ At a Glance: Even distribution = well-balanced workload. Large segments = key individuals needing support. Small segments = available for new assignments.
Illustrates how tasks are prioritized, showing the proportion of tasks categorized as High, Medium, or Low priority.
Priority Breakdown
π΄ High Priority β Urgent, critical work requiring immediate attention
π‘ Medium Priority β Important but not immediately urgent
π’ Low Priority β Minor tasks for when resources are available
π― Why This Chart Is Useful: Enables quick visibility into workload urgency, helps resource allocation, supports prioritization in sprint planning.
Tracks individual efficiency by showing the percentage of assigned tasks successfully completed.
Performance Interpretation
π’ Top Performers (85%+) β High productivity and efficiency
π Steady Progress (50-75%) β Consistent progress, may have complex tasks
π΄ Needs Review (below 50%) β May be struggling with blockers or excessive workload
π― Why This Chart Is Useful: Identifies high achievers, monitors progress, supports coaching, encourages accountability.
Strategic overview plotting each project on a two-axis matrix evaluating Progress and Budget Performance.
Four Quadrants
π’ Top-Right β "On Track & Efficient" β High progress, high budget performance β Support
π Top-Left β "At Risk / Requires Review" β Low progress, high budget performance β Investigate schedule
π΄ Bottom-Left β "Troubled / High Risk" β Low progress, low budget performance β Intervene immediately
π Bottom-Right β "Progressing but Costly" β High progress, low budget performance β Control costs
π― Why This Chart Is Useful: Prioritizes management attention, balances schedule & cost, facilitates strategic decisions.
Visual summary of completion progress using color intensity to communicate status across the portfolio.
Color Guide
π΄ Red/Orange β Low completion (0-49%)
π‘ Yellow/Amber β Medium completion (50-79%)
π’ Green β High to full completion (80-100%)
β‘ At a Glance: Wall of green = portfolio in final stages. Column of red/orange = struggling to launch. Cell transitioning from redβyellowβgreen = successful progression.
Visualizes project progress over time comparing Planned Cumulative Progress, Actual Cumulative Progress, and Forecasted Completion.
How to Interpret
π’ Actual line above Planned line β Ahead of schedule
π΄ Actual line below Planned line β Behind schedule
π Flattening Actual line β Stalled progress (red flag)
π― Why This Chart Is Useful: Tracks schedule performance visually, forecasts completion dates, highlights early warning signs of delays.
Visualizes cumulative project spending over time, comparing Planned Budget, Actual Expenditure, and Forecasted Total Cost.
How to Interpret
π’ Actual line below Planned line β Under budget (may indicate delayed work)
π΄ Actual line above Planned line β Over budget
π Flat Actual line while Planned rises β Stalled spending (paused work or bottlenecks)
π― Why This Chart Is Useful: Tracks budget adherence visually, forecasts final project cost, highlights early signs of overruns.
Visualizes how the distribution of tasks across priority levels has changed over time, tracking whether project focus is shifting.
Trend Interpretation
Rising High Priority β Growing project risk, scope creep, or approaching deadlines
Stable priorities β Consistent scope and stable planning
Frequent fluctuations β Changing requirements or reactive management
π― Why This Chart Is Useful: Tracks prioritization health, highlights risk trends, supports backlog management, aids capacity planning.
Analyzes distribution of total work items across the team, showing who carries the most significant portion of the project portfolio.
Key Metrics
Workload Balance Score β Measures distribution health (higher = more balanced)
Overloaded Assignees β Team members exceeding average workload (burnout risk)
Underloaded Assignees β Available capacity for new tasks
π― Why This Chart Is Useful: Scientific resource allocation, burnout prevention, improved project velocity, strategic hiring insights.