Project Dashboard

The Project Dashboard provides a visual overview of project lifecycles, allowing users to track progress. Projects are organized into intuitive columns such as Not Started, Ongoing, Enquiry, and Proposal Stage, with clear indicators for project IDs, assigned personnel, and overdue statuses. Users can search and filter by category or date to manage the project pipeline efficiently.

Benefits

Visualize the entire project pipeline in a single view
Identify delayed projects through clear overdue counters
Organize workloads using category and date filters
Monitor team workload through status-based project counts

*Note: This guide can also be applied to Job and Digital Form Dashboard.

At the desktop site navigation bar, go to Business Management > Dashboard > Project.
Open Project Dashboard Here: https://system.caction.com/dashboard/project
There are three choices at the top right corner of Project Dashboard page. You can click on them to enter another dashboard page.

Select Project Status

You can click the Project status that you want to view.
For example, if you select “Completed”, the project dashboard will display the completed projects as shown in the picture below.

Change Project Status

You can change a project status by dragging the project. For example, if you want to change the status of a project from "Proposal Stage" to "Needing Attention".
Just hold left click on your mouse on the project and drag it to "Needing Attention" column.
Click “Update” to confirm your project status update.
The project status has been changed successfully when this prompt appears.

View the Project Card

The project cards allow you to view essential details in a single view.
The project card displays the Category, Status, and ID of the project.
The project card also displays the Company Name, Customer Name, and the Assigned User of the project.

View the full Project

You can view the full project by clicking a project card of your choice. There will be a full project information displaying on the right.
The top-right section displays quick-access actions for the project, including the Alert Self function, Export as PDF, and Comments.
Clicking the three-dot icon expands an options menu for additional project actions, such as to edit a project, copy a project, or and delete a project.
Clicking this status can also allow you to edit the status of the project.
You can navigate through different tabs, including Project Details, which opens by default, Metrics, Jobs, and Digital Forms such as Quotations or PM Reports.
By default, this section displays the information of the project such as the Category, Description, and Contract Type.
Scroll down to add assets, contacts, and automation directly to the project.
You can add comments by clicking "Type a comment".
You can also directly add a Job and a Digital Form after clicking the + icon.

Filter

Click on this filter bubble if you want to sort the order of projects by creation date.
The default filter value sorts the projects by ascending order. You can change it to sort by descending order based on your preference.
Click on the filter bubble if you want to change the project date range. You can select the project date range filter based on your own preference.
Click “Done” to apply selected the project date range.
Click on this filter bubble if you want to filter project dashboard by project category.
Select/unselect the project category by ticking/unticking them. Click done to apply the changes.

Search Filter

Click on the search bar to filter for project
Click on the group you want to filter. For example, click “# Site/Customer".
Click on the filter variable you want. For example, click “Company Name”.

Click on the operator you want. For example, select “Contain”.

Operator	Definition
Contain	The system displays all matching results. The search is not case-sensitive, which helps find records when you are unsure of the exact name.
Not Contain	The system displays all relevant results except the excluded filter values. This search is not case-sensitive.
Equal	The system displays only exact matches. This search is case-sensitive, making it ideal to use if you remember the exact name.
Not Equal	The system displays all relevant results except the exact matches. This search is case-sensitive.

Click on the search bar to enter the filter value you want.
After you input the filter value on the search bar, press Enter key on your keyboard.
The filter applied will show in the filter bubble and the result will be shown as below.

Favourite Filter

If you want to save the filter from the previous steps, you can click the star ☆ and add it as a Favourite Filter.

For a more detailed guide, go here: How to save Favourite Filter?

Default Filter

If you want to save a filter as the default, click the star ☆ and select a filter as your Default Filter.

For a more detailed guide, go here: How to apply a Default Filter?

Clear All Filter

If you want to clear all filters that you have applied manually, click “Clear All”.

*Note: The first three filter bubble are system default filters, these filters will not be cleared by clicking “Clear All”.

Refresh Page

Click on the refresh button to ensure all newly created project or project status changes are shown on this page.