A Dashboard is a collection of Parts grouped together for a specific purpose. To move to a Dashboard, click on the corresponding Dashboard tab.
Dashboard | Purpose |
Home | Groups your Inbox, Projects, and Watchdog Alerts into one user-specific page. You can open a Project Dashboard from the Project List. Note: A number in parentheses appears on the tab if there are new, unopened documents in the Home Inbox. |
Catalog | Groups all the files scanned or uploaded into the system and provides search capabilities on both these files and Spitfire documents. |
Contacts | Groups Contacts and Companies in your system. |
Plan Room | Groups documents of selected Doc Types. This tab may be the only tab in the system for certain users, like contractors. |
Executive | Groups all project financials and provides access to the Project Dashboards. Information can be exported to Excel. |
Manage | Groups management tasks, such as creating predefined routes, managing alert subscriptions, and importing CSI Codes. |
System Admin | Groups administrative tasks such as defining roles, creating catalog folder hierarchy, system customization, etc. Few users have access to this dashboard. |
Project | Groups all the data for one project, This tab appears only after you open a Project Dashboard from the Home Dashboard or Executive Dashboard. |
Note: If you do not have permission to access a specific dashboard, its tab will not appear.