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How to customize your dashboard tiles

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:  

  1. Click on Dashboard Tiles 

  2. Select the tiles needed 
  3. Close out of the Dashboard Tiles selection view to return to the dashboard. To move and reposition tiles, simply drag and drop


Users can choose up to 10 tiles across different data categories to customize My Dashboard. 

 

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

 

Video Tutorial