Use dashboards to see the right information at the right time. This page introduces the three dashboards you will use most often and links to their dedicated guides.

• Project Dashboard: A project‑specific view for status, files, and coordination.
• Portal Dashboard: An account‑level overview across projects and key modules.
• My Dashboard: Your personal action center for tasks and notifications.

When to use which dashboard

• Use the Project Dashboard to focus on a single project’s progress, issues, and files or more.
• Use the Portal Dashboard when you need a portfolio‑level snapshot across multiple projects or modules.
• Use My Dashboard to see what you personally need to do next, regardless of project.

What’s on each dashboard

• Project Dashboard
  • Project summary cards
  • Files and folders you worked on recently
  • Quick links to common actions in the project
  • Open issues, reviews and other recent items
• Portal Dashboard
  • Portfolio overview across projects
  • Module summaries such as Files, Tasks, Reviews
  • High‑level trends and alerts
• My Dashboard
  • Assigned items and approvals queued for you
  • Mentions and notifications
  • Escrow section for any files queued for upload
  • Your support tickets

Subpages

Portal Dashboard