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Using the Project Dashboard

Overview

The Project Dashboard is a configurable board of widgets that summarises everything happening inside a project — recent activity, inventory totals, and outstanding to-dos. It's the fastest way to take the pulse of a project without opening every location.

ℹ️ Who can use this: Anyone with view access to the project can open the dashboard. Administrators and Project Managers can rearrange widgets and add new tabs.

Opening the Project Dashboard

  1. Open the project from your home screen.
  2. Click Display Project Dashboard in the top-right of the project's locations page.
📸 Screenshot: project-dashboard-01-activity.png
Shows: Project Dashboard — Activity tab
The Activity tab is the default view when you open the Project Dashboard.

The Three Default Tabs

Tab
What it shows
Activity
Today's count, total count, open to-dos, monthly user activity, recent location activity, user activity breakdown.
Inventory
Total, monthly, and weekly inventory pie charts grouped by feature type.
Today
Today's activity inventory — what your team has captured or updated since midnight.
📸 Screenshot: project-dashboard-02-inventory.png
Shows: Project Dashboard — Inventory tab
The Inventory tab shows pie-chart breakdowns of features by type over different time windows.

Editing the Dashboard

Administrators and Project Managers can customise tabs and widgets.

  1. Click Edit Mode at the top of the dashboard.
  2. Each tab name shows a pencil icon — click it to rename the tab.
  3. Click the + button to add a new tab.
  4. Use each widget's 3-dot menu to remove or configure it.
  5. Click Exit Edit Mode to save and return.
📸 Screenshot: project-dashboard-04-edit-mode.png
Shows: Project Dashboard — Edit Mode
Edit Mode exposes rename pencils, an add-tab button, and per-widget menus.

Table vs Chart View

The toggle in the top-right of the dashboard switches the active widget between visual charts and a flat table. Use Table when you want to copy numbers into a report; use Show Header to compact the layout when projecting on a screen.

⚠️ Note: Layout changes are saved per project, not per user — what you arrange will be visible to every team member with access to the project. Coordinate with your Administrator before reorganising shared dashboards.

Common Questions

Why are some widgets empty?

If a project has no recent activity or features, the relevant widgets show empty charts. As your team uploads data and creates features, the widgets populate automatically.

Can I share a dashboard link?

Yes — the URL /dashboard/project/{project-id} can be bookmarked. Anyone with access to the project will see the same dashboard when they open the link.

Can mobile-only users see the dashboard?

The dashboard is a portal-only feature. Mobile users will continue to capture data through the app; their submissions feed the dashboard's widgets automatically.

What's Next?