The Item Dashboard is a place you can view how an item was used through a Project.
Sections
There are 5 different sections of the dashboard:
Daily Inspection Metrics
This panel displays the item totals as they are in different states within the Project.
Original Qty - The quantity that was specified on the original contract.
Authorized Qty - The Original Qty + any changes from approved change orders.
Total Qty Placed - The total placed in all Inspections within the Project.
Approved Qty - The total placed in approved Inspections within the Project.
Pending Qty - The total placed on Inspections pending approval within the Project.
Remaining Qty - The Authorized Qty - Approved Qty.
The bar chart on the left-hand side of the panel is a visual representation of approved, authorized, placed, and paid values. The stacked chart on the left-hand side is another visual representation of similar data.
Pay Request Metrics
This panel displays dollar values related to the item across different contract states.
Original Value - The dollar value of the item as original specified on the contract.
Authorized Value - The Original Value of the item + any approved Change Orders affecting the item.
Value Paid - The dollar value of the item included on Pay Requests marked as Paid.
Value Placed/Not Paid - The dollar value of the item included on Inspections that have not been approved, payment requested, or paid.
Daily Inspections
This panel displays all of the Inspections the Item has been included in. It also allows you to filter the list by a specific date range (default is the entire range of the Project), and the status of the Inspections. You can choose to filter by one or many statuses.
You can click the date of the Inspection to be taken directly to the Inspection preview page.
Pay Requests
This panel display all of the Pay Requests the Item has been included in within the Project. Click the Pay Request number to be take directly to the Pay Request preview page.
Change Orders
This panel display all of the Change Orders the Item has been included in within the Project. Click the change order number to be take directly to the Change Orders preview page.
