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
Users can group their data by various dimensions depending on the report type:
Cost Reports: Group by Cost Code or Metric.
Resource Reports: Group by Cost Code, Supplier, or Contact.
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.