- Navigation and General
- My Dashboard
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Product Updates
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Tutorial Video Library
- General Navigation
- Time and Task
- Job Management - Basics
- Estimate Management - Basics
- Estimate Management - Advanced
- Purchase Order Basics
- Production Invoice Basics
- Sundry Invoice Basics
- Receipts Basics
- Supplier Invoice Management Basics
- Payment Basics
- Expenses & Credit Cards
- Reporting
- Master Files
- Manage
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Mobile App
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FAQs
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Navigation and General
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Time and Tasks
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Manage
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Approve
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Jobs
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Media
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Accounting
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Master Files
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Setup Files
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Setup Options
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General Ledger
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Revenue Recognition and Tools
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Receivables
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Payables
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Budgets & Forecasts
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Training Packet
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API & Integrations
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Reporting
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Sales
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Media Finance
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Intercompany
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Talent Sponsorship
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Taxes
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Implementation and Onboarding
How to publish a dashboard
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.
Depending on access rights, Users can Publish a customized dashboard and make it available to other people in the agency.
Steps:
- Click the Publish icon
- Select the employees you want to share the dashboard with, enter an optional message, and click Publish
An email will be sent to each of the employees notifying them that you have created a new dashboard for them.