The project dashboard

The Dashboard tab brings together the site, project access, project updates, financials, and this week’s work. Projects open on the first tab your role can access, normally Dashboard.

Open the dashboard

1. From the sidebar, click Projects.
2. Open a project.
3. Choose the Dashboard tab if it isn't already selected. The other tabs along the top — Budget, Records, Schedule, and the rest — are the project's features, subject to your role's access.

Orange counts on Records, Selections, To-Dos, and Schedule show unread activity on those items. Open the tab to find the marked rows or cards, then open an individual item to read its updates. Opening the tab alone keeps those counts. Discussion messages count under Messages instead; open the conversation to read them. Opening a record or work item leaves its discussion unread.

The site map and weather

Top left is the job site: an interactive map pinned to the project's address, with the project address and a 7-day forecast underneath — high and low for each day, and the chance of rain on any day it's likely. The card appears once the project has an address with coordinates, which the Edit Project form sets when you pick the address from the suggestions.

Financials

At the top right, the Financials card summarizes the money. On a fixed-price project that's Approved Price, Collected, Receivable, Cost to Complete, Profit, and Projected Margin; on a cost-plus project it leads with Cost to Date and Committed, adds Cost to Complete, Projected Price, Invoiced, and Collected, and ends with Fee and Margin — where the fee is the profit projected against the agreement, so it moves as real costs come in rather than sitting at what you estimated.

If financials cannot load, the card shows unavailable values. Click Try again to retry.

This week’s schedule

Below Financials, the Schedule card shows every project task scheduled during the current Monday–Sunday week, including tasks assigned to other people and work that spans into or out of the week. Each task shows its dates and saved completion percentage. Click a task to open it in Schedule, or use the card’s arrow to open the full schedule.

The summary bar and completed-task count apply to this week’s tasks. Passing a task’s end date does not mark it complete. If nothing overlaps the week, the card says No tasks scheduled this week.

Edit the project

On the Projects page, use the project's Edit project button to change its client, address, group, price type, and custom fields. The project's name can also be edited in its header.

Updates

The center Updates card shows unread project conversations and mentions, record and selection responses, requests for your signature or response, to-do assignments and due-date changes, changes to your schedule assignments, and received or failed payments. It also highlights overdue selection and bid responses you are waiting for. Agreements waiting for a signature for seven days are labeled Awaiting signature for 7+ days. Each row shows the chat or item, a preview of what happened, and the date. Chats also show their unread message count.

Open a chat or another notice to review its specific item. Its unread updates clear after the conversation or item loads successfully; a failed opening keeps them unread. Reading a notice does not complete a to-do, sign a record, or submit a response. Load more shows older unread items.

Project access

Beneath the map/weather, the Project Access card shows the roster directly, grouped into Clients first, followed by Internal and Vendors. It remains available when the project has no map coordinates. This card is visible to internal members with project access.

1. Use Search teammates, clients, vendors… to find people by name, email, role or company. Results are grouped into Clients first, followed by Internal and Vendors, with a selectable row for each person. The menu stays open; selected people appear only as removable chips in the search field.
2. Review the selected names, then click the orange + button at the right inside the search field.
3. To remove someone, hover their row and click the remove button.
4. Use the row's phone and email icons to reach out directly.

The list shows only people added to this project. Use the search picker and Add to include other teammates in this project's messages and to-do assignments, even if they already have all-project browsing access. Clients and vendors must also be added before receiving project records or messages. Removing an explicit project assignment does not revoke a teammate's all-project browsing access.