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Dashboard Settings

Administrators arrange the project dashboard on the Dashboard Settings page under Project Admin in the sidebar. The configuration applies to the whole project.

Dashboard Settings

Layout​

Choose how the board arranges its widgets:

  • One-screen board (default) — KPIs and summaries on the left, charts on the right, milestones below.
  • Classic rows — the KPI bar with the NCR/RFI stats on top, wide Issue and Submittal charts in the middle, a tall milestone timeline below.

Summary widgets​

Choose which types the two summary cards track — the Issue summary type (e.g. Non-Conformance Report) and the Submittal summary type (e.g. Request for Information).

Widgets​

Widgets area with layout preview

The widget list shows every dashboard widget in its configured order, grouped by board zone (KPI bar, main area, side area, timeline):

  • Reorder — drag a widget between areas of the same size, or use the arrow buttons.
  • Show/hide — the checkbox controls whether the widget renders on the dashboard. The last visible widget cannot be hidden.
  • The Layout Preview on the right mirrors exactly what the dashboard will render, updating live.

Applying changes​

  • Save changes applies the configuration to the project; Discard drops the edits.
  • Reset to default restores the factory order with everything visible.
note

The settings define the project layout; each viewer's widget permissions still apply on top — a hidden-by-permission widget simply doesn't render for that viewer.