Global Dashboards

In this guide you will find a guide to how you set up a global Dashboard standard template with widgets for Checklists, Photo Documentation and Tasks, that can be applied to individual projects.

In this article you will find:

Global Dashboard Administration

The setup of Project Dashboards should be done under the Global tab. Within the Global tab, there is a module called "Manage Dashboards". Here, you can find your "Project Dashboards" and Standard Templates.

Global ➜ Manage dashboards

Main Overview includes:

1. Creation of a new dashboard

2. Overview of all created Project Dashboards

3. Dashboard information:

• • Dashboard name

  • Created by

  • Date and name of the last person who edited the dashboard

4. Dashboard options:

• • Edit

  • Rename

  • Copy

  • Add to project

  • Delete

5. Standard Templates

6. Standard Template options:

• • Copy

7. Help button linking directly to the helpdesk section about Dashboards

 

Default Dashboards

Included Standard Templates: 2 ready-made dashboards available on all customer accounts for easy startup and inspiration. They can always be deleted or modified as needed.

1. Documentation – which includes the following widgets:

2. Tasks - which contains the following widgets:

 

Creating a New Dashboard

Upon first login, users will not have any dashboards in their Project Dashboards. They must first create a new dashboard from scratch and add it to the projects where it should be active. If they want a dashboard containing the most general widgets, they can copy one of the two available Standard Templates (see the section on Standard Templates).

STEP-BY-STEP PROCESS:

1. Click "Create Dashboard"
2. Name the dashboard
3. Click "Save"
4. Select the projects where the dashboard should be active

• If nothing is selected: The dashboard will only appear in the Project Dashboards list
• Auto-assignment: Select "Automatically assign to new projects" if the dashboard should be automatically linked to all newly created projects

5. Click "Save" to save the project selection

 

Dashboard Interface

1. Add Widgets – Menu with drag-and-drop functionality for adding new widgets

2. Select Project – Display project data directly in the dashboard

• Choose which projects’ data the dashboard should display. This allows you to view project data directly in the dashboard without having to navigate to the project first. It can also be used to compare data across projects faster than clicking into each one individually.

3. Select Subprojects – Filter to specific subprojects

4. Select Time Period:

• • Today

  • Yesterday

  • 1 week

  • 14 days

  • 1 month

  • 3 months

  • 1 year

  • 2 years

  • Entire period (since account creation)

  • Set custom period (specific time range)

5. Reset All Filters – Default settings: all subprojects + 3 months

 

Widget Catalog

To get a widget to the dashboard you must:
1. Click "Add Widgets"
2. Drag and drop it to the desired location
3. Select the data the widget should display
4. Optionally, resize the widget