Project Dashboard

The project dashboard is the place where all of the data and insights on your project can be found, including:

• Financials
• Review periods
• Consultant performance
• Reasons and value of changes

Who Can See the Dashboard

Two groups have dashboard access automatically:

• Everyone at the prime company, meaning every member of the organization that owns the project.
• Anyone on the project assigned the Prime Consultant role.

Every other role, including Owner, General Contractor, Consultant, Sub-Contractor, and Viewer, starts without dashboard access. You can grant it to them individually (jump to the next section to learn how)!

The blue banner below that says 'All organization members of [your company] can view this dashboard' is a standing reminder of who can see the dashboard. Click View in the banner to open the access list. Only people who can grant access can see the banner.

Grant Dashboard Access

If a team member doesn't have access, Dashboard doesn't appear in their project menu at all. To grant them access:

Step 1: Open the project and go to Dashboard.

Step 2: Click the "..." menu in the top right, beside 'Last updated', and select Manage dashboard access.

Step 3: Select the team members you want to give access to, then click Save.

• Prime Consultants aren't in the list, because they already have access through their role.
• Team members who have been removed from the project or declined their invitation aren't listed either.

Remove Dashboard Access

To remove access, you must have the Prime Consultant role. To remove access:

Step 1: Open the project and go to Dashboard.

Step 2: Click the "..." menu in the top right, beside 'Last updated', and select Manage dashboard access.

Step 3: Select the team members you want to remove access for, then click Save.

Dashboard Overview

All tabs along the top of the graph are clickable. Go through each to see the different data points.

By clicking on any spike in the graph, it will show you the document(s) issued on that date. All document links on the right-hand side are clickable and will take you directly to those documents.

Document Statistics

This area of the dashboard shows the overall documents issued, as well as different statistics about those documents. 

You can click on the boxes to dig in deeper about the averages shown as well as the document counts. 

Change Count

This area of the dashboard gives you overall document counts based on Consultant discipline as well as Reason codes for issued change documents.  

Click on any of the bars to dig in deeper to see the associated documents. By clicking on the document name, you will be taken directly to that document. 

Use the dropdown in the top right to toggle from count to percentage to get the below view.

Change Value

This area of the dashboard shows the financial impact of changes by Consultant discipline as well as by Reason code. Clicking on any of the bars will show you a breakdown of the associated documents. 

Click on any of the bars to dig in deeper to see the associated documents. By clicking on the document name, you will be taken directly to that document. 

Use the dropdown in the top right to toggle from count to percentage to get the below view.