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Navigating the Project Dashboard
Navigating the Project Dashboard

The Dashboard features widgets tailored to your workspace type, offering quick insights and direct access to project tools.

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Written by Sean Kenealy
Updated over a month ago

This guide will provide an in-depth walkthrough of the project dashboard, a widget-based, comprehensive control center for managing all aspects of your project. This interactive dashboard provides all users the ability to see a high-level view of your Project health, progress, and action items. Feel free to click on a widget and dive right into a feature!

Accessing the Project Dashboard

  1. Log in to your INGENIOUS.BUILD account.

  2. Access a project from:

    • Main Dashboard → Recent Projects

    • Project List View via the left-hand navigation menu.

Widgets Overview

  1. Project Information (Own, Rep, GC, Sub, Des)

    • Displays key details like client name, project ID, address, and an interactive map.

    • Direct link to Project Settings for updates or changes.

  2. Project Health (Own, Rep, GC, Sub, Des)

    • Manual status updates: Great, Good, Poor.

    • Visual indicators (red/yellow/green) for instant health insights.

  3. Schedule Health (Own, Rep, GC, Sub, Des)

    • Track timelines with manual updates: Ahead, On, Behind.

    • Visual indicators provide quick scheduling health checks.

  4. Risk Issues (Own, Rep, GC, Sub, Des)

    • Lists open risk issues with shortcuts to the Tasks Module filtered by risks.

    • Visual indicators highlight the severity and number of open risks.

  5. Items Pending Approval (Own, Rep, GC, Sub, Des)

    • Displays pending approvals with direct links to the Approvals Module for quick decisions.

  6. Bid Packages (Own, Rep, GC)

    • Tracks bid package statuses (draft, pending, awarded).

    • Quick link to the Bid Package Module, filtered by status.

  7. Contracts (Own, Rep, GC)

    • Shows active contract statuses (draft, pending, fully executed).

    • Direct access to the Contracts Module for efficient oversight.

  8. Budget Health and Summary (Own, Rep, GC, Sub, Des)

    • Provides high-level budget information and variance highlights.

    • Includes a toggle for tailored views (Owner and My Budget for Owner Rep Workspaces).

  9. Meetings (Own, Rep, GC, Sub, Des)

    • Lists upcoming meetings with quick links for details.

  10. Milestones (Own, Rep, GC, Sub, Des)

    • Displays key project milestones and their statuses.

    • Highlights critical path milestones with a red flag.

  11. Tasks (Own, Rep, GC, Sub, Des)

    • Categorizes tasks as In My Court, Tasks I'm a Member Of, and Tasks I Created.

    • Enables quick task edits for enhanced collaboration.

  12. Billing Summary (Own, Rep)

    • Provides billing details such as completed, stored, and retained payments.

    • Toggle between Owner and My Budget views for a customized financial perspective (Owner Rep Workspaces).

Interactivity and Support

Every widget is interactive, linking directly to the relevant tools and modules for deeper engagement.

Thank you for exploring the Project Dashboard! We hope this guide enhances your project management experience. For further assistance, contact our support team—we’re here to help!

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