Summary
The financial management team currently uses Redwood task management modules to automate month-end closing tasks. A dashboard is needed to track the status of these tasks without relying on external tools like Power BI.
Enhancement Request
Create a real-time dashboard within Redwood cloud to monitor month-end financial closing tasks, enhancing efficiency and oversight.
Scope
Included:
-Development of a real-time dashboard integrated within the existing Redwood web application.
-Features to display task statuses, completion percentages, and workload distribution.
Not Included:
-Any external tool integrations beyond the Redwood application.
Success criteria
-Real-time updates on month-end closing tasks.
-Clear status indicators for tasks (Not Started, In Progress, Completed).
-Dashboard accessible based on user roles and permissions.
-Visual representations of task statuses through charts.
Applies To
2025.1 and previous versions
Status
No ETA
Enhancement Tracking
ROSO-16083 / Ticket 113242
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