Use this guide to review current work on one project. Dashboard summarizes project metrics, assignments, recent field activity, notes, signatures, and notifications; open the related record when you need full history or an action.
Start here
- Review today's priorities: Use the project Dashboard.
- Find work waiting on you: Review metrics and Ball-in-Court.
- Understand why a widget is missing: Check Dashboard access and availability.
- A count looks wrong: Troubleshoot Dashboard.
Common task recipes
- Triage a project: Open Management Tools → Dashboard, scan overdue widgets, work through My Ball-in-Courts, and review Latest Daily Logs.
- Investigate an overdue count: Select the widget, open the related list or report, then confirm status on the individual record.
- Find the project roster: Use Management Tools → Team; Team is a separate tool.
Review project work
Use the project Dashboard
- Open the project.
- Select Management Tools → Dashboard.
- Scan the available summary widgets.
- Open a widget or item to reach its tool or record.
- Use View All where available when you need more than the preview.
Depending on package, settings, and permissions, Dashboard can show project question answering or Chat-style AI, RFI and Submittal widgets, Commitments, Schedule, My Ball-in-Courts, project notifications, Latest Daily Logs, project notes, and documents waiting for signature.
Every widget here is a snapshot meant to point you somewhere, not a substitute for the record. Delays, weather, progress, and staffing all get confirmed in Daily Logs itself.
Review metrics and Ball-in-Court
- RFIs shows open and overdue counts.
- Submittals shows open and overdue counts and excludes superseded revisions.
- Commitments shows a completion percentage when Financials is enabled and your role can see all commitments.
- Schedule shows days until the estimated completion date, or links to add one.
- My Ball-in-Courts lists accessible RFIs, Submittals, and list items currently requiring your attention, typed as RFI, Submittal, and List Item. Use All My Ball-in-Courts for the full list.
- Latest Daily Logs shows the three most recent logs. Each one gives you its date, a construction icon when the log records a delay, a one-line staffing count built from the log's personnel entries — "Acme Electric: 5 workers, 8 hours" — and up to four attachment previews. Long staffing lines are trimmed to two lines; open the log for the rest. Add New Log appears when you have write permission, and View All opens Daily Logs.
Open an overdue or assigned record, confirm its current status and Ball-in-Court, and take action in that tool. A widget is a summary snapshot rather than the authoritative record.
Access and troubleshooting
Check Dashboard access and availability
Dashboard requires project access and the Project Management package. On an organization with only the Field package, Dashboard is not shown and a project opens to Management Tools → Team instead.
Each widget also checks access to its related tool. For example, RFI and Submittal widgets require their read permissions, and Commitments requires Financials and all-commitments access. Panels stack on smaller screens.
Troubleshoot Dashboard
Dashboard is missing
Confirm the organization has Project Management enabled and that you have project access.
A widget is missing
Check your permission for its underlying tool, then check the organization's package and tool settings.
My Ball-in-Courts is empty
Confirm you are currently assigned, responsible, or Ball-in-Court on an open RFI, Submittal, or list item that you can access. Closed and inaccessible records are excluded.
A count differs from a report or list
Compare statuses, revisions, filters, and update timing. Dashboard widgets may count only open or overdue records, while a report can include additional statuses. Confirm the current state on the records.
Schedule shows a link instead of a number
The project has no estimated completion date. Follow the link to add one.