Getting started

Customize dashboard project status

Choose which projects appear on the dashboard and keep important scope and bid dates visible.

Where to goProjects dashboard › Customize project statusOpen ScrubPlan

Step-by-step

Follow these steps

  1. Open dashboard settings

    Open the Projects dashboard and select Customize project status.

    Review the projects currently included in your dashboard view.

  2. Choose visible projects

    Turn a project on to show its status card or turn it off to remove the card from your dashboard.

    Use Show All or Hide All when you need to change the full list, then adjust individual projects.

  3. Save the dashboard

    Select Save to apply the visibility choices.

    Review the visible project cards for scope due dates and bid due dates, then open a project that needs attention.

  4. Update the view as work changes

    Return to Customize project status when projects are awarded, paused, reassigned, or newly added.

    Archive inactive projects when they should no longer remain in the active project list.