Use the project dashboard
Access your project home, review key information, and switch between assistant, overview, safety, activity, favourites, and schedules.
This guide is designed for project manager.
Steps
Step 1: Open the project dashboard
From the main navigation, select your project to open its dashboard, showing the ribbon at the top with project details and status.
Step 2: Review project readiness and key metrics
Check the project ribbon and metrics panels to see overall readiness, member counts, and other key indicators for your active project.
Step 3: Use the Assistant tab
On the Assistant tab, review automated insights, run assistant tasks, and open detailed task execution results in a modal when needed.
Step 4: Review the Overview tab
Switch to the Overview tab to see a high-level summary of your project, including key information and progress cards.
Step 5: Check the Health & safety tab
Open the Health & safety tab to review safety-related information and any tasks or documents associated with site safety.
Step 6: Monitor the Activity tab
Go to the Activity tab to see recent actions, updates, and task activity associated with your project.
Step 7: View favourites
Use the Favourites tab to quickly access your starred or pinned items, and select "See all" to open the full favourites view.
Step 8: Manage schedules
Open the Schedules tab to review schedules, manage agent schedules, and launch the Schedule Task Wizard for new tasks.
Step 9: Open specific project sections
From the dashboard, select links or buttons to open detailed project sections in Project Details Manager, such as contacts, site information, or documents.
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Last updated: 2026-08-24