Owner's Dashboard

Why is it Useful?

If you are a general contractor, you can now share a live BI dashboard with the project owner without creating a regular user account for them. Through Project Gateway, you can share this dashboard with project owners to keep them up to date on RFIs, Submittals, and Action Items. This is a useful feature because instead of emailing project owners with stale data, you can now more seamlessly keep project owners up to date.

NOTE: This feature was released in Patch 17-2HF.

How Does it Work?

Once a collaborator is set up through Project Gateway, add the live dashboard to the treeview with the Project Management Menu. Collaborators with the proper BI security role will be able to view this dashboard. Some examples of live dashboards are provided below.

To learn more about some of the latest features released in this patch, return to Patch 17 Highlights.