Overview:
The Home section is a centralized dashboard designed for Project Admins to:
Complete project setup requirements
Monitor project health,View alerts
Track captures and notes activity
This section reduces navigation effort and helps you activate and monitor projects efficiently.
Note: The Home section is available only for Project Admins (including Super/Regional Admins). For non-admin users, the existing landing pages remain unchanged.
Completing Project Requirements from Home Page
The Requirements section helps you configure your project and start progress tracking quickly. Requirements are shown in the following order:
Hierarchy & Designs
Progress Configuration (Progress projects only)
Schedule (Progress projects only)
If any requirement is incomplete, the onboarding section remains expanded. If all requirements are complete, it automatically collapses (you can manually expand it anytime).
Hierarchy & Designs
Status | When It Happens |
Incomplete | No levels added |
Incomplete | Designs missing for configured level-sheet type combinations |
Incomplete | All designs are in error/inactive state |
Complete | At least one valid design uploaded for required combinations |
BIM and other file uploads are NOT counted. Only valid design files are considered.
How to Add Pending Designs
Go to Home
Click Add designs
View list of
Level
Sheet type
Missing design combinations
Click Add Design
Upload file via existing design upload flow
Progress Configuration:
Status | When It Happens |
Incomplete | No categories added |
Incomplete | Categories added but no stages or levels configured |
Incomplete | Sheet type missing for at least one configured category |
Complete | All categories have stages, levels, and sheet types assigned |
How to Add Missing Sheet Types
Go to Home
Click Add sheet types
View list of categories missing sheet types
Click dropdown
Select an existing sheet type
OR
Create a new oneSave changes
Schedule:
Status | When It Happens |
Incomplete | No schedule file uploaded |
Incomplete | Uploaded schedule failed |
Incomplete | Missing start/end dates for at least one level-stage |
Complete | All level-stage combinations have valid dates |
How to Upload Schedule
Go to Home
Click Add schedule
Upload schedule file
Validate mapping
Save
You can also click on Work Schedules to manage uploaded files.
Progress Alerts
Overview
Progress Alerts help you identify project risks early.
Stalled stages
Slowed down stages
Low confidence assets
Over 100%
Dependency
These Shows 10 most recent alerts with: Alert name; Alert type; Assignee; Alert date
How to View Alert Details
Go to Home
Click any alert
You will be redirected to the Progress Cumulative page
Review and take action
You can also click Go to Alerts to open the full Alerts section.
Captures & Notes Summary
Capture by Type
Capture Cadence
This helps ensure captures are happening as planned.
How to View Capture Alerts
Go to Home
Locate the alert in Capture Alerts
Click the alert
You will be redirected to the Views page
The affected level will be automatically highlighted
Re-upload or fix the capture
Notes Summary:
Total daily notes created
Total regular notes created
Missed notes
(non-completed and past due date)Notes due in next 7 days
(Due within current date + 7 days)
We hope this article has been helpful. If you have any questions please reach out to [email protected]