Dashboard

Once you have logged in, you will be greeted by the Project Portal Dashboard:

Side Navigation Bar

Sites & Buildings – Add & View

You can add locations for your surveys here:

Surveys – Add & View

You can create surveys and view existing surveys here:

Asset Taxonomies – Add & View

You can add new and view existing Taxonomies for surveys here

Reporting - Create, View and Import

You can export data, run reports and import bulk data changes here

Users – Add & View

You can manage the users who have access to the portal here:

Quick Links

Quick links are shortcuts to frequently used features in the dashboard, by clicking on one of these links you are able to:

1. Add new Sites & Buildings to your Portal
2. Add a new survey
3. View your current survey list
4. Create Asset Reports

Portal Statistics

Portal statistics provide a running log of key data metrics within your project portal. The statistics display:

1. Number of Sites
2. Number of Buildings
3. Number of Surveys
4. Number of Users
5. Assets Collected
6. Partials Collected

Interactive Map

The interactive map provides an overview of the site locations within your Portal. You can interact with the map by dragging and zooming. You can hover on a pin to show more information about the site and clicking the pin will take you to the surveys allocated to the site.

Updated on: 17/03/2025