My Dashboard

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: 

  1. Click the Publish icon 
  2. 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.