Dashboards

The project dashboard, which is personal to each user, displays widgets with information from the items that you have access to.

Your project dashboard is the same across projects within a portfolio but doesn't carry over to other portfolios.

  • On the navigation toolbar, click menu (Navigation) > Dashboard.

    • —Or—

    In the navigation trail, click the project name.

    Navigation trail example

Several system dashboard widgets are available. You can also add custom view widgets based on your custom views.

Assigned items

The following widgets are for assigned items:

  • Overdue Items: The assigned items, grouped by type, that are overdue.
  • Due Today Items: The assigned items, grouped by type, that are due today.
  • Due in Next 7 Days: The assigned items, grouped by type, that are due in the next 7 days.

The information in these widgets come from the Assignments panel.

Records and drawings

The following widgets are for records and drawings:

  • Budget and Cost Management (BCM) - Various types: The BCM records, except budget items, that have the five selected workflow statuses.

    • BCM widgets also display summary values. To see what a value represents, point your cursor to the value.

    BCM widget tooltip example
  • Document Control - Various types - The Document Control records that have the five selected workflow statuses. Some widgets display the average turnaround, which is the average number of days from the Created On date to the resolution or answer date.
  • Field Management - Various types - The Field Management records that have the five selected workflow statuses. Some widgets display the average turnaround, which is the average number of days from the Created On date to the resolution date.
  • Drawings - The drawings that have the selected workflow statuses. Only the Current and Not Current statuses are available for dashboard widgets.
  • Drawing sets - The drawing sets that have the five selected workflow statuses.
  • Top 5 Safety Notices By Type: The number of safety notices for each of the top five types. Types are added in the Type field of the records.

    • If multiple types are tied in the top five, each one is displayed separately in the widget.

    Safety notice widget

You can select the dashboard workflow statuses in the record settings.

Projects

The Work Progress widget is based on the start and end dates from the Project form. The progress is displayed if the start date is today or in the past.

Project start and end dates

You can add your custom views as dashboard widgets.

  • You can add a shared custom view as a widget on your dashboard. If your access to the custom view is removed, the custom view widget is also removed from your dashboard.
    • Check box for custom view dashboard widget

    Add a custom view as a dashboard widget

  • Custom view widgets are removed automatically from the dashboard if you save them without any search filters.

    • In the RFI record view:

    1. You apply the Assigned to Me search filter and group the RFIs by due date.
    2. You save the current view as a custom view called Due RFIs.
    3. You add the Due RFIs view to the dashboard.
    4. Later you remove the search filter but keep the grouping and save the Due RFIs view.

      5. The Due RFIs view no longer appears on the dashboard or in the dashboard organizer.

  1. Create a custom view with at least one filter applied from the Search panel.
  2. In the View list, click settings (Settings) by the custom data view.
  3. In the View Settings dialog, select the Include as widget on my dashboard checkbox.

    4. The custom view is added to the dashboard organizer and at the bottom of the dashboard.

  4. In the dashboard organizer, reorder the dashboard widgets.
  1. In the View list, click settings (Settings) by the custom data view.
  2. In the View Settings dialog, clear the Include as widget on my dashboard checkbox.

    3. The custom view is removed from the dashboard and the dashboard organizer.

    To keep the custom view widget in the dashboard organizer but not display it on the dashboard, you can clickclear(Remove) on the widget.

    Remove custom view widget

In the dashboard organizer, you can add, reorder, and remove dashboard widgets.

The following dashboard widgets are displayed in the dashboard by default:

  • Overdue Items
  • Due Today Items
  • Due in Next 7 Days
  • Notices to Comply
  • Punch Items
  • RFIs
  • Top 5 Safety Notices By Type
  • Submittals
  • Work Progress
  • Custom views
  • On the toolbar, click Dashboard organizer toolbar button (Dashboard organizer).
  1. Open the dashboard organizer.
  2. To add widgets to the dashboard, click and drag widgets from the Available Widgets section to the My Dashboard section.

    3. To quickly find a widget in the Available Widgets section, select a filter from the list.

    Dashboard organizer filter
  3. To remove widgets from the dashboard, click and drag widgets from the My Dashboard section to the Available Widgets section.
  4. In the My Dashboard section, click and drag the widgets into the desired order.

    5. The widgets are displayed in order from left to right and from top to bottom. Your screen size determines the number of widgets per row.

  5. Click Save.
  1. In the dashboard organizer, click Reset.

    2. All the default and custom view widgets are moved to the My Dashboard section of the dashboard organizer.

  2. Click and drag the widgets into the desired order.
  • On the widget, click clear (Remove).

    • In the dashboard organizer, the widget is moved from the My Dashboard section to the Available Widgets section.

    Remove widget from dashboard

In the widgets, you can see more details or open a filtered list of items.

To see the latest information in the dashboard, you can refresh the page.

  • Point your cursor to a place on the graph or chart.

    • The tooltip displays information such as the type and number of records.

    Dashboard widget tooltip
  • On the BCM widget, click edit (Edit), and then select an option.

    • edit (Edit) isn't available for BCM widgets with fewer than two summary values available.

  • On the assigned items widget, click edit (Edit), and then select an option.

    • If multiple record types are tied in the top three or top five, each one is displayed separately in the widget.

    Dashboard widget options
  1. On the assigned items widget, click a section.
  2. To open an item, click the item in the list.
  • On the widget, click the number under the workflow status.
    • Link for filtered list

    If a filtered list is unavailable for a status, the number isn't clickable.

  • Click the widget title.
    • Record widget title

    When you click the title of the Committing Contracts or Non-Committing Contracts widget, all the committing and non-committing contracts are displayed together.