Section 10: Project management and autonomous agent workflows with Manus

Scenario 97: Project portfolio dashboard

Level: Intermediate · Tools: Data Analysis & Visualization, AI dashboard builder, CSV/XLSX or data connection, dashboard/webpage output [172] [175]

Who and in what situation

Burcu works in the holding company's portfolio office. She brings together progress, delay, budget variance and milestone data from project managers into a single view for management.

How it is done today

Burcu merges files, formats charts and updates the dashboard copy every week. When asked about the source of an indicator, she searches for the project file again.

How to do it with AI

  1. Prepare exports as CSV or XLSX with the same column names and date format. [172]
  2. Use More > Visualization > Upload Data and select interactive dashboard or standalone webpage. [172]
  3. In AI dashboard builder, describe the target audience, KPIs, filters, refresh frequency and anomaly threshold; the tool can start with a spreadsheet or data connection. [175]
  4. Have a source file, period and calculation explanation added to each KPI card. Separate the management and project views.
  5. Recalculate a period total in the source table and check link access.

Example prompt

Create a management dashboard from {files or data connections}. KPIs: progress, number of delayed tasks, budget variance, risk status and upcoming milestone. Add project, business unit and period filters. Below each visual, state the fields and period used. When you detect an anomaly, show the source; do not change the data or publish the link.

Evidence and real-world example

Data Analysis & Visualization explains performance tracking through dashboard, report, webpage and presentation outputs. AI dashboard builder documents a repeatable dashboard workflow with spreadsheets, metrics, filters and refresh frequency. [172] [175]

Points to consider

The Data Visualization documentation states that the current version works with static data and does not focus on real-time streaming. Even if you use refresh, show the last run time and data date. Before adding customer or budget data to a shareable link, check the access and retention terms. [172] [175] [180]

Sources for this scenario

  1. Data Analysis and Visualization documentation (manus.im)
  2. AI dashboard builder (manus.im)
  3. Manus Privacy Policy (manus.im)