Dashboard

Dashboard Overview

OVERVIEW

After signing in, the Designer / User will see the Dashboard. There is a blue header at the top of all pages. In the upright corner are function buttons. On the left in black is the Left Navigation.

This view covers

  • Dashboard
    • License Management
    • All offices – The # of projects per office
    • All Projects –The # of specs per project
    • Recent Projects (per user)
    • Recent Specs (per user)
    • Recent Activity
    • Specs by Item Type

DASHBOARD

License Management

OVERVIEW

Super Admin and Payment Manager roles are the only roles able to manage the addition or removal of licenses from the company’s subscription.

For further information click on the following link:

https://help.specsources.com/l...

All Offices

OVERVIEW

This section allows a Designer / User to view the total number of Projects the company has created across all office locations. A Designer / User can select a specific office from the dropdown to view the number of Projects for that office.

All Projects

OVERVIEW

This section allows a Designer / User to view the total number of Specifications the company has created across all Projects. A Designer / User can select a specific Project from the dropdown to view the total number of Specifications for that selected project.

Recent Projects

OVERVIEW

This section allows a Designer / User to view and access their own Projects and to reference the complete list of office wide Projects.

View All Projects

OVERVIEW

Designers / Users have access to view all Projects from this section by clicking the link ‘View All Projects’.

The following screen allows you to:

  • Sort the Project List by Office
  • Filter the Project List by Show All, Show Recent, Show Archived
  • Search for a project
  • View All Projects Schedule functions:
  • Click on a row to open a project
  • View the date the project was created
  • View the total number of specs per project
  • View the total number of members associated with the project
  • Click on Members to go to the Team Access section.
  • Print Project
  • Copy Project
  • Delete Project – (Only Super Admin roles can delete a project.)

View Users Most Recent Projects

OVERVIEW

Each Designer / User, upon signing in, can view their most recent Projects that they have been working on. The Project list displays the Cover Sheet image, Project Name and Number, total # of Specs, # of Team Access members and a Project Budget amount.

To view an individual Project, a Designer / User can scroll over the project row for the following functions:

  • Click on the Project row to open the Project to the Spec Schedule.
  • Click on a Cover Sheet image, the Project Name or the Project Number to open the project to the Spec Schedule.
  • Click on Project Budget to open the project to the Project Info section.
  • Click on the Edit pen Project icon to open the project to the Project Info section.
  • Click on the Edit Members or Team access icon to open the project to the Team Access section.
  • Click on the Print icon to open the project to the Print Project section.
  • Click on the Copy Project icon to open the project to the Copy Project section.
  • Click on the Trash Bin icon to delete the project.

Recent Specs

OVERVIEW

This section allows a Designer / User to view and access their most recent specs that they have been working on in a project.

View Users Most Recent Specs

Each Designer / User, upon signing in, can view their most recent Specs that they have been working on. The Items list displays the Primary Spec Sheet image, Project Name and Number, Item Number, Issue Date and the most recent Revision Date.

To view an individual Spec item, the user can scroll over the Spec item row for the following functions:

  • Click on either the Primary Spec Sheet image, the Project Name / Project Number or the Item Number to open to the Item Spec Sheet.
  • Click on the Edit Spec Sheet icon to open to the Item Spec Sheet.
  • Click on the Copy Spec Sheet icon to open to the Copy Spec section.
  • Click on the Trash Bin icon to delete this Spec Sheet.

Recent Activity

OVERVIEW

Intended as a reference only, this section allows a Designer / user to view recent activity in a Project predicated on work done in specific Projects and specific Spec Sheets by users assigned to the projects.

Information available to the user includes:

  • Date of action
  • Project Name and Number
  • Item Number
  • Item Name
  • User Name

Specs By Item Type

OVERVIEW

Intended as an overview, this section allows the Designer / User to view a graphic break down proportionately displaying the number of specs per Item Type including all Spec Types.