Help Center
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Help Center
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General
Navigating the Home ScreenUtilizing "My Priorities for this week" on the Home ScreenCustomizing Company SettingsUnderstanding the DashboardHow to Assign User Roles + Understanding PermissionsHow to Edit User Roles + PermissionsCustomizing Your Location or Project Overview Page: A Guide to Using Columns and FiltersHow to Create CommentsHow to Use the To-Do ListActivity Feed + How to Subscribe to Items How to Track Important Expiration DatesHow to Manage Workspaces
Projects
How to Create a ProjectHow to Edit Project Header DetailsHow to Add, Edit, and Delete Phases, Tasks, and Sub-TasksHow to Archive a ProjectHow to Unarchive a ProjectHow to Delete a ProjectHow to Submit an InspectionHow to Invite a User to a ProjectHow to Create and Manage Project TemplatesHow to Create Dependent Tasks
Locations
How to Create a LocationHow to Customize Location Sections and FieldsHow to Archive a LocationHow to Unarchive a LocationHow to Delete a LocationManaging LicensesHow to Invite a User to a LocationHow to Create a Custom Location Excel Report
Document Management / Files
File Library FeaturesHow to Upload a FileHow to Preview a FileHow to Download a FileHow to Delete a File
User Settings / Profile
How to Reset/Change Your PasswordHow to Add a User AvatarHow to Edit Your UsernameNotification Settings + Preferences
Mobile
How to Add GreenSpace App to Mobile Home ScreenMobile Specific Features

Understanding the Dashboard

Our dashboard is designed to provide you with a comprehensive overview of your projects' statuses at a glance, empowering you to make informed decisions and keep your projects on track. Let's dive into the key features and functionalities of the dashboard:

Quick Glance Status Overview

At the top of the dashboard, you'll find a summary of the different statuses of your company projects:

  • On Track: Number of projects progressing as planned.
  • At Risk: Projects facing potential issues or delays.
  • Late: Projects that are behind schedule.
  • Not Started: Projects that have not yet begun.
  • Totality Summary: A total count of all your company's projects.

Project Manager Details

Dive deeper into project specifics in the next section, where you can view the number of projects assigned to each project manager and their respective statuses. This feature allows you to identify workload distribution among project managers and monitor the progress of their assigned projects closely.

If you're concerned about unassigned projects, you can easily toggle the "Hide Unassigned Projects" option to check if any projects require a project manager assignment, ensuring that every project has appropriate oversight.

Project Categorization

This pie graph visually represents the distribution of projects by category. This visual aid helps you to easily differentiate between various project types and prioritize accordingly.

Overview of Selected Projects

The overview block provides further details and customization options. You can filter project progress status by checking the boxes at the top of the dashboard and/or by the project manager drop down menu, allowing you to focus on specific subsets of your projects.

Project Health by Manager

The health block offers a visual representation of your projects' health categorized by project manager. This feature enables you to identify which project managers are effectively managing their projects and which may require additional support or attention.

Exporting Dashboard Data

Navigate to the top right-hand corner of the screen and click on the drop-down menu. From there, select the desired file type, either PDF or Excel, based on your specific needs. Whether for internal reviews, presentations, or stakeholder updates, exporting the dashboard ensures that you have the information you need in the format that best suits your requirements.

 

With GreenSpace's dashboard, you have all the tools you need to effectively monitor and manage your company projects, ensuring smooth progress and successful outcomes. If you have any further questions or require assistance, don't hesitate to reach out to our support team. Happy managing!

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