Dashboards
Using the project Dashboard
The project Dashboard gathers current project work into one landing page.
The project Dashboard gathers current project work into one landing page.
Best for: Project members beginning a work session · Requires: Project access.
Open the project, then select Management Tools → Dashboard. Dashboard and Team are separate pages; the Project Team is no longer a tab on the Dashboard.
Depending on permissions and workspace configuration, it can show:
- Project question answering or Chat-style AI
- RFI, Submittal, Commitment, and Schedule widgets
- My Ball-in-Court
- Personal project notifications
- Latest Daily Logs and an AI-generated Daily Log summary
- Project notes
- Documents waiting for signature
Select a widget or row to open the source workflow. Use View All where available rather than assuming the Dashboard shows every record. On smaller screens, expand collapsed panels as needed.
The AI-generated Daily Log summary is assistance. Review the actual Daily Logs before relying on statements about delay, weather, progress, or staffing.