The Project and Group Dashboards are visible to all users that have access to the Project or Group. Admins can see the dashboard for all Projects and Groups within the company.
Highlighted Sections
The Project/Group Menu - This menu provides quick access to Inspections, Pay Requests, Change Orders, Items, Reports, and Settings within a Project or Group.
Overview Section - This section displays essential information about the Project or Group including important dates, the project manager, prime contractor, and a description.
Report Panels - These panels display visualizations of data within the Project or Group.
Finance Overview - This bar chart shows the current financial status of the Project or Group. The yellow bar on the left displays the original contract value and the value of any approved change orders. The bar on the right of the graph displays the current dollar value of Items by status. Items that have been placed, approved, payment requested, and paid will all be display here, with different colors indicating the different statuses.
Tasks - Any Pay Requests, Change Orders, and Inspections that need your approval or attention.
Daily Inspection Reports - A visualization of the total amount of Inspections created over a week or month. Grouped by status.
Daily Inspections - A pie chart of the Inspections within the company. Grouped by status.
Pay Request Reports - A visualization of the total amount of Pay Requests created over a week or month. Grouped by status.
Pay Requests - A pie chart of the Pay Requests within the company. Grouped by status.
Items - A quick, visual breakdown of each item as it moves through the Project or Group.
Calendar - The calendar displays Inspections, Pay Requests, and Change Orders based on the inspection date, billing date, or creation date respectively.