Project home: each project's dashboard

Every project has its own dashboard: the Home tab on the project. Click a project's name anywhere on your dashboard to open it.

Watch it: the Dashboard lesson in Campus, chapter 11, “Project home” (starts at 4:43).

What's on it

• The client tile is always there, top left: the clients and contacts with their phone and email, the gate code and other notes, the address, the weather and their local time.

• Project status shows the phase, progress, the next milestone and the days to the target.

• The Walter brief here is just this project, and it flags anything that clashes with the Overview, like a brass light for a client who said no brass.

• Know before you act brings up the red flags, communication preferences and site instructions.

• Weather shows the forecast at the project's address and warns you when rain or a storm lands on a delivery or a day on site.

• Below those are the project's tasks, FF&E by room, money, time, the team and its activity.

Views and layout

A view you pick on Project home is for that project only. To use it on every project, choose Use on every project from the widget's menu.

Customize on Project home has layout types for design, procurement and installation, and a choice of a large or small client tile.

Related articles

• Your dashboard: start here

• Understanding the Design Overview