Project Dashboard

Your command center for each construction job.

Dashboard Overview

The project dashboard gives you everything about a job at a glance. Access it by clicking any project name.

Dashboard Sections

Header

At the top you'll see:

• Project name and address
• Status badge (Planning, Active, On Hold, Completed)
• Quick actions - Edit, Archive, Share
• Progress indicator - percentage complete

Overview Tab

The main view shows:

Key Metrics

Numbers at a glance:

• Budget: Original → Current → Spent
• Timeline: Start → Target → Progress
• Tasks: Complete / In Progress / Pending
• Change Orders: Approved value

Navigation Tabs

Click tabs to access different areas:

Documents

All files associated with this project:

• Plans and blueprints
• Specs and contracts
• Photos and reports
• Upload and organize here

Takeoffs

Measurement sessions for this project:

• Click to open in Takeoff workspace
• See quantities and results
• Export data

Quotes

Estimates created for this project:

• View all quote versions
• Track sent/accepted status
• Create new quotes

Stages

Project phases and timeline:

• See work breakdown
• Gantt chart view available
• Track progress by stage

Team

People assigned to this project:

• View roles and assignments
• Add/remove team members
• See activity by person

Invoices

Financial documents:

• Incoming invoices (bills)
• Outgoing invoices (to client)
• Payment status

Change Orders

Scope and budget changes:

• Track all modifications
• See impact on budget
• Approval workflow

Activity

Full audit log:

• Who did what and when
• Document uploads
• Status changes
• Comments and notes

Dashboard Widgets

Budget Widget

Shows financial health:

Contract:    $50,000
Change Orders: +$5,000
Current:     $55,000
Spent:       $32,000  (58%)
Remaining:   $23,000

Click for detailed breakdown.

Timeline Widget

Visual progress:

• Start and target dates
• Current progress percentage
• Days remaining
• Milestone markers

Activity Feed

Recent actions:

• Document uploads
• Task completions
• Status changes
• Team comments

Quick Actions

From the Dashboard

• Edit Project - Update details
• Upload Document - Add new files
• Add Task - Create a new task
• Create Quote - Start an estimate
• Share Project - Send access link

Keyboard Shortcuts

Customizing Your View

Collapse Sections

Click section headers to expand/collapse and focus on what matters.

Widget Arrangement

Drag widgets to rearrange the dashboard layout (saved per user).

Default Tab

Set which tab opens by default in your user preferences.

Mobile Access

The project dashboard works on mobile devices:

• Swipe between tabs
• Tap widgets to expand
• Quick actions in bottom bar
• Offline viewing for basic info

Next Steps

• Stages & Tasks - Break down the work
• Team Members - Assign your crew
• Change Orders - Track modifications