Skip to main content

Dashboard

The project dashboard at Project > Overview gives you an at-a-glance view of your entire home building project. It pulls together budget health, timeline progress, invoices, and subsidies into a single page of card-based widgets.

Dashboard Cards

The dashboard is organized into cards, each focused on a specific aspect of your project:

CardWhat It Shows
Budget SummaryAvailable funds and remaining budget across four perspectives (min planned, max planned, actual cost, actual paid)
Budget AlertsWarnings when a budget category's costs exceed its allocated amount
Source UtilizationProgress bars showing how much of each financing source has been used
Timeline StatusWork item counts by status and milestone progress
Mini GanttA compact 30-day Gantt chart preview -- click it to open the full Gantt chart
Invoice PipelineBreakdown of invoices by status (pending, paid, claimed)
Subsidy PipelineStatus overview of your subsidy programs
Recent DiaryLatest diary entries with scrollable list -- click to open the full diary
Quick ActionsNavigation links to frequently used actions like creating work items or viewing the budget

Customizing Your Dashboard

You can dismiss any card you do not need by clicking the dismiss button on that card. Dismissed cards are saved to your user preferences and persist across sessions.

To bring back a hidden card:

  1. Click the Customize button in the page header (this button only appears when at least one card is hidden)
  2. Select the card you want to re-enable from the dropdown menu

Each user's dashboard layout is independent -- dismissing a card only affects your own view.

Mobile Layout

On smaller screens, the dashboard switches from a flat grid to a sectioned layout:

  • Primary cards (Budget Summary, Budget Alerts, Invoice Pipeline, Recent Diary, Quick Actions) are always visible
  • Timeline cards (Timeline Status, Mini Gantt) are grouped under a collapsible "Timeline" section with a summary line
  • Budget Details cards (Source Utilization, Subsidy Pipeline) are grouped under a collapsible "Budget Details" section

Tap a section header to expand or collapse it.

Error Handling

If a data source fails to load, the affected card shows an error message with a Retry button. Other cards continue to display normally -- a failure in one area does not block the rest of the dashboard.

Cards that have no data to show (for example, the Invoice Pipeline when no invoices exist yet) display a helpful empty state message with a link to the relevant page where you can add data.

Accessibility

The dashboard uses ARIA landmarks and live regions so screen readers announce updates as data loads. All cards and controls are fully keyboard-navigable.

Dashboard overview