Review project dashboard and progress
Use the project dashboard to understand current progress, workload, risks and recent activity for your selected project.
This guide is designed for project manager.
Steps
Step 1: Open the project dashboard
From the main navigation, open your current project to load the dashboard. The dashboard shows an overview of project status, metrics, tasks and recent activity for the selected project.
Step 2: Check overall project progress
Review the main project summary, including the calculated completion percentage based on the project start and end dates. Use this to see how far through the planned timeline you are and whether the project is ahead of or behind schedule.
Step 3: Review key project metrics
Scroll through the metrics section to see data such as task metrics, member counts, company involvement, pending documents and other high-level indicators. Use these metrics to understand overall workload and resourcing.
Step 4: Inspect drawings and project artefacts
Locate the area showing project drawings and related artefacts. Review the list of drawings to confirm key documents are present and up to date before making decisions or assigning work.
Step 5: Monitor tasks and deadlines
In the tasks and deadlines area, review the list of tasks and upcoming deadlines. Check which tasks are active, who is assigned, and which deadlines require immediate attention.
Step 6: Assess project risks
Open the risks section to see any identified risks associated with the project. Use this view to understand risk impact, likelihood and recommended mitigations so you can plan appropriate responses.
Step 7: Review recent activity
Scroll to the recent activity feed to see the latest changes made to the project, such as updates to tasks, documents or project details. Use this history to stay informed about what has changed since you last visited.
Step 8: Explore project insights and setup workflow
Open the project insights and setup areas to see guided analysis and recommended next steps. Use the setup workflow to complete missing project details and improve the accuracy of dashboard metrics.
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Last updated: 2026-03-08