This guide will provide an overview of the dashboard functionality and its tools, and will then break into two separate documents for detailed instructions on Cost Reports and Resource Reports.
1. Accessing the Dashboard
Navigate to the "Dashboard" tab in the global navigation bar.
This page houses all reports and analytics related to your platform activity.
2. Dashboard Toolbar Overview
The toolbar allows users to fully customize their report views and drill into the data they care about. It consists of the following key tools:
A. View Selector & Manager
Switch between previously created views.
Click "Add View" to create a new view.
Set a name for the view.
Choose which metrics to include (see Metrics section below).
Edit or delete views via the dropdown menu or by clicking on the view title.
B. Metrics Selector
Click "Metrics" to open the selection menu.
Choose from a wide list of metrics to include in the data table for the selected view.
Metrics can be reordered via drag-and-drop.
Metrics are explained in detail in a reference table (to be included in a linked article).
Example metrics:
Applied Value
Certified Value
Actual Costs
Margin %
C. Group By Options
You can group the data in your report table by various dimensions depending on your needs:
Group by Project: grouping by all projects enables you to see the data for all of your projects. You can then add a subgroup for cost codes or tags to see a more detailed breakdown under the project.
Group by Cost Code: you can group by cost code in order to see a breakdown of the selected metrics by cost code. Under each cost code, you'll see the values for all metrics that you selected
Group by tag: you can use tags to group your data by tags using the tag as a subgroup. For example, on the cost codes, it will show you a breakdown of the data for each metric under each cost code, further broken down by a tag
Group by Metric: Group by Metric for a more concise view where you can see all of the cost codes, projects, or tags under given metrics. For example, under Actual Cost you'll see a detailed breakdown of actual costs per cost code by calendar month
D. Date Range Selector
Select a custom date range using a calendar interface.
Filters both the metrics cards and the data table.
E. Interval Selector
Choose between time intervals (Monthly, Yearly, All).
Affects how the data is presented in the table (e.g., rows per month).
F. Expand/Collapse Groups
Any group of data (e.g., Cost Code sections) can be expanded or collapsed to streamline the view.
3. Report Types
A. Cost Reports
Found under the first tab in the dashboard.
Metrics focus on project financials and profitability.
Allows comparing forecasted vs. actual data.
B. Resource Reports
Focused on labour, suppliers, and time-based data.
Includes timesheet-driven insights and supplier performance.