Dashboard — Overview
Two dashboards — one across every project in your organisation, one for the project you are standing on — built from widgets you arrange and save as named views.
A dashboard is where you find out how things stand without opening anything. PleoStack gives you two of them: a Portfolio Dashboard across every project in your organisation, and a Dashboard inside each project. Both are built the same way — a grid of widgets you can add, move, resize and save as a named view.
The Two Dashboards
| Dashboard | How to open it | What it covers |
|---|---|---|
| Portfolio Dashboard | Click Portfolio Dashboard in the sidebar. It is also where you land when you sign in and when you switch organisation. | Every project in the organisation — active project counts, completion, overdue work, approvals, material spend, manpower and safety. |
| Dashboard | Open a project, then click Dashboard in the sidebar. | One project — its work items, issues, permits, toolbox talks and walk findings. |
The two have separate widget catalogues and separate views. A layout you build on one does not appear on the other.
What a Dashboard Is Made Of
- A view — a named, saved layout. You can have as many as you like, and switch between them from the toolbar.
- Widgets — 34 in total: 16 on the Portfolio Dashboard and 19 on a project Dashboard. Each one is a KPI tile, a chart or a list.
- A four-column grid. KPI tiles take one cell; charts and lists start at two cells wide by two tall and can be stretched.
Where the numbers come from
Each widget reads from its own module — projects, work items, issues, inspections, approvals, materials, daily logs and safety. Everything loads fresh when you open the page; the Recent Activity feed refreshes on its own about once a minute. Dashboards need a connection.
Shared and Personal Views
Every view is one of three kinds, and that decides who can see it and who can change it.
| Kind | Who can see it | Who can change it |
|---|---|---|
| Seeded layout — the layouts your organisation started with | Everyone the layout was built for | An organisation admin (Project Owner or Project Manager) |
| Shared view — published by an admin | Everyone in the organisation | An organisation admin |
| Personal view — one you made | Only you | Only you |
Views that are shared with the organisation are marked with a people glyph in the switcher, so you can tell before you go looking for an Edit button that isn't there.
Duplicate is the way in
You can't edit a shared dashboard unless you're an admin — but Duplicate is open to everyone, on every view you can see. Duplicating always gives you a personal copy that is yours to rearrange.
What You Can Do
| Action | Who |
|---|---|
| Switch between the views you can see | Everyone |
| Duplicate any view into a personal copy | Everyone |
| New Dashboard — create a personal view | Everyone |
| Edit, rearrange and save a view you own | Everyone, on their own views |
| Set as Default — choose which view opens first | Whoever can edit that view |
| Reset to Default — put a seeded layout back how it started | Whoever can edit that view |
| Delete a view | Whoever can edit it — never a seeded layout |
| New Shared Dashboard — publish a view for the whole organisation | An organisation admin |
Controls you can't use aren't shown
PleoStack hides actions you don't have the authority for rather than greying them out. If you are looking at a shared dashboard as a site role, you will see Duplicate and nothing else in the actions menu — that is expected, not a fault.
A Note on the Safety Widgets
Six of the project widgets — Open Permits, Toolbox Talks This Week, Open Walk Findings, Safety Severity Breakdown, Permits Expiring Soon and Safety Incident Trend — read from the Safety module, which is in beta.
Next Steps
- Getting Started — open a dashboard, make one of your own, add widgets and save it
- Widgets — every widget on both dashboards, what it counts and how it resizes
- Views — shared vs personal, defaults, duplicating, resetting and deleting