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How to bookmark your favorite pages

My Dashboard visualizes agency data at various levels. Access predefined and custom agency charts across the following categories: Balance Sheet, Jobs, Profit & Loss, Resources, Revenue, and Time. 

Steps:  

The top section of the dashboard is My Favorites. 

  1. The top section of the dashboard is My Favorites. 
  2. Add links to My Favorites   
    1. Navigate to the page you want to bookmark 
    2. Click on the icon at the top of the page and click save 
  3. To remove a link, navigate to the page and select the bookmark icon to remove the page. 

 

Users have the option to rename the page before saving.

  • Click the  to open Accountability side-by-side with these instructions.
  • Click the  to open the full guide.

 

Video Tutorial: