Monitor activity, progress, and upcoming tasks from a centralized location

Purpose: Monitor activity, progress, and upcoming tasks from a single screen.

1. Accessing the Dashboard

• Step 1: Go into the Project Portal

• Step 2: Select a Project

• Step 3: Click on the Dashboard tab located in the top-right navigation menu.

2. Sections of the Dashboard

Each dashboard may vary slightly depending on permissions and settings, but typically includes:

Tab	Description	Features
Activity Feed	The Activity tab allows Project Managers to subscribe to project insights, monitor user activity, and view upcoming tasks. Ideal for a high-level overview.	Project insights Recent user activity New or modified data (e.g., reports, tenders) Upcoming tasks Activity by type Activity by user
Admin	Manage user access and roles for the project. Useful for maintaining data security and clarity over who can perform actions within the system.	Add/remove project users Assign user roles and permissions View user activity logs Invite stakeholders
Management	Central hub for managing core deliverables such as RFIs, submittals, inspections, and forms.	RFI tracking and status Submittal workflows Task assignments Inspection scheduling and results Form creation and responses
Information Panel	Provides a real-time snapshot of project progress and financials including inspected work, payments, change orders, and invoice statuses.	Progress tracking Paid vs. inspected breakdown Change orders and invoice summaries Payment certificate information
Budget	Displays detailed financial data to help track project cost performance against budget and commitments.	Total paid (commitments + change orders) Milestone costs by status Monthly actuals, forecasts, and cumulative spend Budget variance PC breakdown
Schedule	Visualize the project schedule using a Gantt chart. Monitor timelines and dependencies for design and construction activities.	Gantt chart for pay items and design planning Task dependencies Baseline vs. current timelines
WIP
Summary	Provides a high-level project overview including section summaries and percentage completion across key tables and metrics.	Section-by-section progress Top tables percentage complete Quick view of performance indicators
WIP

3. Interactive Features

• Click-through Links: Jump directly to task details by clicking any item.

• Clickable Graph sections: Clicking on graphs will update the information panel and populate it with data

5. Best Practices

• Start each day by checking the dashboard for updates or red flags.

• Regularly refresh or sync the dashboard to get real-time information.

• Consider subscribing to the Project Insights feature for constant project updates.