01What it is
The daily dashboard is the first work tab, pinned for good. You also open it with the first button in the top row of the Modules menu.
The dashboard only shows. The arrow or View all in a panel header opens the full list with the right filter, and a panel row leads to the record card.
A new company sees a First steps panel at the top: an employee, a customer and a catalogue item. The panel disappears on its own once that data is in place.
- SITES TODAY
- Active sites with marker progress, issues and deadline.
- ACCEPTANCES
- Plans with markers to accept and acceptance protocols in draft.
- RISKS
- Open issues that threaten the schedule.
02What it is for
Morning briefing
In a minute you know which sites are active, how many people are on site and what is running late.
Fire-stopping progress
The chart shows approved, done, needs rework and draft markers, plus the last 14 days.
Acceptances without delay
Plans with done markers wait in the list, longest waiting first.
Risks in view
Issues with a risk of delay or a delay have their own panel.
03Main options
The dashboard is a row of figure tiles with panels in rows below. Here are its four main parts.
The key figures of the day
Issues and attendance also show the last 14 days.
- Active sites and the number open in total
- Markers to review and the number of plans they are on
- Open issues with the change against 7 days ago
- On site today with the change against yesterday
- Budget in progress and how much is used (with finance access)
What is happening on site
Active sites with the nearest deadline at the top, and the floor plan that needs the most attention.
- The floor plan with the most markers to fix and to accept
- For each site: approved markers, issues, people on site and deadline
- Deadline badge: on schedule, due soon, overdue, no deadline
- Site map: no issues, awaiting review, open issues
What waits for a decision
Three lists in one row, each linking to the full register.
- Upcoming acceptances: acceptance protocols in draft and plans with done markers
- Critical tasks: blocked, high priority or overdue
- Recent activity: data changes from the activity log
Issues that threaten deadlines
Open issues with a schedule impact other than No impact.
- Delay before risk of delay, then by priority
- The site and the date reported on every item
- View all opens the issue list with the same filter
04Tasks step by step
- STEP 1Open the first work tab or Daily dashboard in the top row of the Modules menu.
- STEP 2Check the Open issues and Markers to review tiles.
- STEP 3Go through Risks and blockers and Critical tasks, and click the item that needs handling.
- STEP 1In Upcoming acceptances, pick a plan with a To accept count.
- STEP 2The plan opens with its markers. Approve them or send them back for rework.
- STEP 1In the First steps panel, click the button next to the missing item.
- STEP 2Add an employee, a customer and a catalogue item. The panel disappears once everything is ready.
05Actions
The most common tasks from the dashboard.
View all
The full list with the panel's filter.
Open plan
The floor plan with markers to fix and to accept.
Open map
All sites on the map.
Risks and blockers
Issues that threaten the schedule.
06What it connects to
Choose a module to see where the dashboard gets its data.
Sites
Active sites, their deadlines and budget come from the site register.
Go to the topicSitesFloor plans & markers
The dashboard plan and the markers to review come from the floor plans.
Go to the topicFloor plans & markersFire-stopping register
Fire-stopping progress leads to the fire-stopping register.
Go to the topicFire-stopping registerAttendance
The On site today tile counts recorded attendance.
Go to the topicAttendance