Skip to content

My Dashboard

The Dashboard is your personal landing page in Kadratis. It gives you a quick overview of your tasks, projects, applications and budget. You choose its tiles and their order. Tiles you do not have permission to see are hidden.

Where to find it

  • Click the Kadratis logo or navigate to /
  • This is the default page after login for non-admin users.
  • No special permissions are required to view the dashboard itself, but individual tiles depend on your access rights.

Quick actions

The header strip at the top of the dashboard provides shortcut buttons for common everyday work. Each button is shown only if you have the corresponding permission.

  • Create Task: opens the standalone task creation flow. Requires tasks:member or higher.
  • Log Time: opens the Quick Log Time dialog (see below). Requires portfolio_projects:contributor or tasks:member.
  • New budget line: opens a new OPEX line (see Budget lines). Requires budget:member or higher.
  • New Application: opens the application creation flow. Requires applications:member or higher.
  • New Asset: opens the asset creation flow. Requires infrastructure:member or higher.
  • New Document (split button): creates a blank Knowledge document, or opens the template picker to start from a published template. Requires knowledge:member or higher.
  • Customize the home page (sliders icon, at the right): switches the page to the customize mode. See Customizing your dashboard.

Quick Log Time

The Log Time action opens a focused dialog so you can record hours without leaving the dashboard.

  • Choose the target: Project or Task. The choice appears only when you can log time on both.
  • Project entries log time directly against a portfolio project. The list holds only the projects you can log time on.
  • Task entries log time against one of your active tasks: project tasks of those projects, and standalone tasks if you have tasks:member. OPEX, CAPEX, and contract tasks are excluded from the picker.
  • Pick the project or task from the dropdown.
  • Enter the Hours (whole hours).
  • Pick a Category: IT or Business.
  • Add Notes if you want context on what you worked on.

Saving checks the permission of the target: a project entry or a project task entry needs portfolio_projects:contributor, a standalone task entry needs tasks:member.

After save, the dashboard time-summary tile refreshes automatically.

Sample data line

In a cloud workspace that is empty and has never held sample data, Administrators see one line above the tiles: "Discover Kadratis with sample data." Load opens the sample data dialog and Hide removes the line for good. The line disappears once the workspace holds data and does not return after an erase. See Sample data.

Trial: your path and first steps

In a trial workspace, a dialog opens the first time you open Kadratis. It asks one question per screen:

  1. What brings you to Kadratis? The IT budget, The IT landscape map, Projects and requests, or Just looking.
  2. How do you want to start? Explore with the complete example, or Start with my own data.

Starting with your own data erases the example. When items were created since the example was loaded, a confirmation gives their number before anything is erased. Only an administrator can choose your own data while the workspace holds the example. The example loads only into an empty workspace. During the trial, an administrator who chooses the example while the workspace holds data is asked to erase it first: the confirmation asks for the workspace name and offers See what the workspace holds. The workspace is erased, then the example loads. After the trial, the choice is refused and your path does not change.

While the example loads, or while the workspace is being erased, a line on the home page says so.

If you close the dialog, the choice waits in About Kadratis. The line Path: … · Change shows the chosen path (Choose while nothing is chosen). Anyone can change it while an answer is missing. Afterwards, only administrators can.

Your first five steps

Once a path is chosen, the Your first five steps tile comes first on the home page. It lists the five steps of the path and your progress, for example 2/5. Each step opens its screen, where the page title is outlined with one sentence of guidance. The guidance stays on that screen and its records until you close it. Once the step is done, Next step opens the next step left to do (Finish after the last one).

  • With the example, opening a step marks it done.
  • With your own data, a step that creates something is marked done as soon as it exists. For the other steps, click Done in the guidance, or the mark next to the step in the tile. The mark also undoes a step, except one whose item exists.

When the five steps are done, the tile offers the two other paths. At any time, Change path in the tile's header opens the path question again. As with the line in About Kadratis, anyone can use it while an answer is missing, and afterwards only administrators. The close button (×) hides the tile. To show it again, use Show the first steps in About Kadratis.

During the trial, the tile also offers Book a discovery call: a 30-minute video call about your situation and your questions, booked on the page that opens at a time that suits you. The same link follows the days left in your trial in About Kadratis.

Path With the example With your own data
IT budget The overview, A budget line, A report, A question for Kad, Your data Your company, Your budget lines, A linked contract, Your first report, A colleague
IT landscape map The application list, An application record, The servers, Technologies, end of support and vulnerabilities, Your data Your locations, Your applications, Your technologies, Your servers, A colleague
Projects and requests A request and its score, The project born from the request, Tasks, The reports, Your data Your first request, Your project, The first tasks, The project's budget, Your contributor profile

The home page follows your path

During a trial, the section of your path comes first, led by the first steps tile:

  • IT budget: Budget management.
  • IT landscape map: IT landscape.
  • Projects and requests: Portfolio.

Without a path, the sections keep their default order. Once you order the sections yourself, your order applies.

Dashboard tiles

The home page groups its tiles in four sections, each with its title. By default they come in this order:

  • My work: My Tasks, Recently Viewed, My Time Last Week, Knowledge, Stale Tasks.
  • Portfolio: Projects I Lead, Projects I Contribute To, New Requests, Team Activity, Project Status Changes.
  • IT landscape: Compliance, Vulnerabilities in your estate, Netbox synchronisation.
  • Budget management: the budget tiles.

A section appears when you can read one of its tiles. Tiles you do not have permission to view are not loaded at all.

Layout

The tiles share one grid: four columns on a wide screen, three on a large screen, two on a medium one, one on mobile. A section takes as many columns as it shows tiles, up to a full row, so short sections share a row. A longer section wraps over several rows.

Default tiles

Until you customize the page, it shows My Tasks, Projects I Lead, Compliance and Vulnerabilities in your estate, then Budget, Top lines and Recent updates. The other tiles are off: turn them on in the customize mode. Settings you already saved are kept.

Tiles without content

With Hide tiles without content on (the default), a tile with nothing to show is left out of the page. That is the case for an empty list, counts all at zero (for example Data hygiene with every check at zero, or Vulnerabilities in your estate with every line at zero), Compliance with no application, and Netbox synchronisation when Netbox is not connected or there is nothing to decide. A tile comes back as soon as it has something to show. A tile that is still loading or that failed to load stays visible. A section with no tile left disappears.

When every section is empty, the home page shows one line: "Your tiles have nothing to show yet." Turn the option off to see the empty tiles with their usual empty message.

My Tasks

Shows your active tasks grouped by urgency:

  • Overdue: tasks past their due date (highlighted in red)
  • Due This Week: tasks due within the next 7 days
  • Later: everything else

Each task shows its title, the linked project (if any), the due date, and a priority badge when the priority is above normal. Click a task to open its workspace.

Displays up to 5 items total, distributed across the three groups.

Settings: max items, hide the overdue section.

Requires: tasks:reader

Projects I Lead

Lists projects where you hold a leadership role (IT Lead, Business Lead, IT Sponsor, or Business Sponsor). Each project shows:

  • Your role
  • Current project status (color-coded pill)
  • Next milestone and its target date, if set

Clicking a project opens the project workspace.

Displays up to 5 items.

Requires: portfolio_projects:reader

Projects I Contribute To

Lists projects where you are a team member. Each project shows:

  • Your team (IT Team or Business Team)
  • Current project status
  • Number of tasks assigned to you in that project

Clicking a project opens the project workspace.

Displays up to 5 items.

Requires: portfolio_projects:reader and tasks:reader

Recently Viewed

Shows items you have recently opened across the application: projects, requests, applications, assets, interfaces, connections, contracts, tasks, OPEX and CAPEX lines, companies, business processes, and Knowledge documents. Each entry shows the item name, its type, and when you last viewed it.

Recently viewed items are stored locally in your browser and are scoped to the current tenant and user. Click Clear to reset the list. Items you no longer have permission to access are filtered out automatically. Items deleted since, alone or with another item (such as the tasks of a deleted contract), leave the list.

Displays up to 5 items.

Requires: No special permissions.

My Time Last Week

Displays a summary of time you have logged over a recent period:

  • Total hours logged (prominently displayed)
  • Breakdown by category: IT, Business, and Other Tasks (non-project)
  • Top projects: a small bar chart of the projects you spent the most time on

Settings: time period in days (7 to 30).

Requires: portfolio_projects:reader

New Requests

Shows portfolio requests created within a recent period. Each request shows the name, requester, creation date, and a High badge when the priority score is above 80.

Clicking a request opens the request workspace.

Displays up to 5 items.

Settings: max items, days to look back.

Requires: portfolio_requests:reader

Knowledge

Shows two Knowledge-focused sections in the same tile:

  • To Review: documents where you are the active reviewer or approver, including how long ago the review was requested and by whom. The badge color indicates whether you are at the review or approval stage.
  • Last 5 Accessed: the last five Knowledge documents you opened in this browser for the current tenant.

Restricted libraries respect their access rules: you only see review items and recent documents from libraries you can read. If you have lost access to a previously viewed document, it stops appearing here.

Requires: knowledge:reader

Compliance

Shows where the classification campaign stands for the applications you can see (retired applications excluded):

  • Progress: a bar and three counters for reviewed, to review (the classification changed since the last review or was never reviewed), and to complete (a classification field is still empty). Each counter opens the applications list filtered on that state.
  • Attention points: applications at the most critical business level without a recovery test in the last twelve months, applications at the most critical level without a recovery wave, and applications holding the most confidential data with the lowest cyber criticality. Only points with at least one application are listed; each one opens the matching filtered list. When nothing needs action, the tile says so.

The levels are the ones defined in the IT landscape settings; a deprecated level is never counted as the highest or lowest.

Requires: applications:reader

Vulnerabilities in your estate

Shows the vulnerabilities that call for attention in your estate, under the subtitle "CVE to review on technologies in use". The counts follow What Kadratis counts: vulnerabilities still to review, in the alerts. Each line opens the matching list:

  • Applications at the highest criticality with a critical or high CVE, for example "2 Critical applications with a critical or high CVE": the applications at the highest business criticality level of your catalog that a critical or high vulnerability reaches. Opens the applications list filtered on that level and on With severe vulnerabilities. Needs applications:reader, and counts the applications you can read.
  • Critical CVEs published in the last 7 days and in the last 30 days, on technologies in use in the estate: installed on an asset in service or declared by an application in service. Opens the Vulnerabilities page on those vulnerabilities, with the In use in the estate filter.
  • CVEs known to be exploited, on technologies in use in the estate. Opens the Vulnerabilities page on the exploited ones, with the same filter.
  • Assets with a critical or high CVE. Opens the assets list filtered on With severe vulnerabilities.

A line at zero is hidden. When every line is at zero, the tile says "No critical vulnerability to review." A warning follows when a source has not been read for more than 3 days, for example "The NVD has not been read for 4 days": the figures may then be out of date. View all opens the Vulnerabilities page.

The tile is on by default. It exists only when vulnerabilities are followed. See Vulnerabilities.

Requires: infrastructure:reader

Team Activity

Shows recent project activity on projects where you are involved (changes, comments, decisions). Each row indicates the project, the activity type, the author, and a short summary. Click an item to jump to the project's activity tab.

Settings: max items.

Requires: portfolio_projects:reader

Project Status Changes

Shows recent project status transitions (from → to) across projects, so you can see which initiatives moved forward, paused, or closed during the last few days.

Settings: days to look back (1 to 14).

Requires: portfolio_projects:reader

Stale Tasks

Shows tasks that have not been updated for a long time. Each item shows the days-stale pill (warning, then error past twice the threshold) and the linked object, if any.

Settings: scope (my, team, all) and threshold in days (30 to 365).

Requires: tasks:reader

Budget management section

The Budget management section shows where your IT spend stands: the budget by type and year, your own budget lines, upcoming renewals, data quality, and the lines that deserve your attention. It appears when you can read budget lines or contracts. Next renewals needs read access to contracts, the other budget tiles need budget:reader.

The Budget tile takes two columns when it shows three amount columns or more, one column otherwise. Each tile has an icon, a title, and usually a button that takes you to the full page behind the data.

Several tiles have All, OPEX and CAPEX tabs in their header to choose the type of lines they cover. Each tile remembers your choice in your browser.

The tiles below are listed in their default order.

Budget

A table covering three fiscal years: last year (Y-1), the current year (Y) and next year (Y+1). Each year is one row, and each amount is the total of OPEX and CAPEX. Rest the pointer on an amount, or move to it with the keyboard, to read the OPEX and the CAPEX of that year and that column. The value columns are the budget columns your organisation shows, under their names (Budget, Revision, Actuals and Expected landing with the standard settings, plus Forecast when it is shown). You can keep fewer of them in the tile's options (see Customizing your dashboard). A column shows when OPEX, CAPEX or the total holds an amount. Hidden columns never appear. All amounts are rounded to the nearest thousand and displayed with a "k" suffix (for example, 7,846k). Separators follow the interface language.

Click an amount to open the budget lines list on both types. Click View to open the same list.

Top lines

The five lines that stand out on the default column. Two small tabs at the top of the tile choose the ranking, remembered in your browser:

  • Amount: the five largest lines of the current year. The subtitle names the column, for example Budget, Y. Amounts are rounded to thousands with a "k" suffix, with the separators of the interface language.
  • Increase: the five lines with the largest increase against last year. The subtitle reads, for example, Budget, Y vs Y-1. Lines whose amount stayed flat or went down do not appear. A small increase stays in full. A larger one is shortened, for example 340.1k.

Use the All / OPEX / CAPEX tabs to choose the type. Open opens the full Top items report on the same type, or the Top increase / decrease report when you rank by increase.

Recent updates

The five most recently edited budget lines, OPEX and CAPEX together. Each row shows the date of the last edit, the line's reference, its name and its type. Click a row to open the line.

Data hygiene

Checks that help you spot incomplete lines at a glance. The tile shows one column of counts per type: OPEX and CAPEX side by side. The counts cover the lines the list shows by default (Show: Enabled).

  • No IT owner: lines missing an IT owner
  • No business owner: lines missing a business owner
  • No paying company: lines without a paying company
  • No cost center: lines without a cost center
  • No Budget for next year: lines whose default column is zero or empty for next year. The check names your default column
  • Account not in the company's chart: lines whose account does not belong to the paying company's chart of accounts

A count turns orange (red for the chart check) when it is above zero. Click a count to open the list on exactly the lines it counts.

My budget

The lines in your name, on the default column of the current year (the subtitle names it, for example Budget, Y). Use the All / OPEX / CAPEX tabs to choose the type.

  • As IT owner, As business owner and As budget holder: how many lines you hold in each role, and their total. Click a row to open the list on those lines
  • My lines: your three largest lines, whatever the role, with their reference. Click one to open it

The tile reads "No budget lines in your name" when you hold no line.

Next renewals

Lists the five contracts due next, today included, in the order of the Next due date column of the Contracts list: a contract that renews tacitly appears on its next cancellation deadline, any other contract on its end. Ended contracts do not appear.

Click View all to open the Contracts page.

By cost center

The five cost centers with the largest total on the default column of the current year, with a bar for each. Lines without a cost center count together as No cost center. Use the All / OPEX / CAPEX tabs to choose the type. Click a row to open the list on that cost center's lines.

Amounts without an exchange rate

When a line's currency has no exchange rate for a year, its amount is left out of the totals of that year. The Budget, My budget and By cost center tiles, and Top lines ranked by increase, then show a one-line warning, for example "Excluding 3 lines with no exchange rate: USD 2026." Budget administration users at admin level also see Enter a rate, which opens the currency settings on the missing rate. When the warning names a single currency and year, the manual rate dialog opens directly. In Top lines ranked by amount, such a line shows its amount in its own currency with a small orange mark. See Manual rates.

Customizing your dashboard

Click Customize the home page (sliders icon, at the right of the quick actions). The page switches to the customize mode. Your choices apply to your own home page only.

  • The quick actions give way to a bar: Hide tiles without content (see Tiles without content), Reset to defaults, Cancel and Done.
  • Every tile turned on shows, empty ones included. Drag a tile by its handle to move it within its section. Its settings button opens its options (max items, days, scope). Its hide button turns it off.
  • For the Budget tile, the options hold Amount columns. Workspace columns, ticked by default, follows the columns your organisation shows. Untick it to choose the columns yourself. At least one column stays.
  • Drag a section by its handle to move it among the sections. Add a tile (+) lists the section's tiles that are off. The eye button hides or shows the section. A hidden section stays visible, dimmed, until you finish.
  • Clicking a tile does not open what it shows while you customize.

Done saves everything to your account, across sessions and devices. Cancel drops the changes. Reset to defaults restores the default tiles, the default order of the sections and the organisation's columns, turns Hide tiles without content back on, and leaves the customize mode.

A budget administrator chooses the default column and the column names in Budget columns. The budget tiles and the reports they open follow that choice.

When every tile is off, the page says: "No tiles enabled. Use Customize the home page to choose your tiles."

Tips

  • Start with the defaults: the dashboard ships with a useful set of tiles already enabled. Try it for a few days before customizing.
  • Use the quick actions: creating a task, a budget line or a document (or logging time) straight from the dashboard saves you navigating around.
  • Check overdue tasks daily: the My Tasks tile highlights overdue items in red so nothing slips through the cracks.
  • Use Stale Tasks at team scope: with tasks:admin, switch the Stale Tasks tile to team or all scope to find work nobody is updating across the organization.