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