Dashboards display key metrics at the project and program levels, giving you real-time visibility into cost, risk, and schedule performance across your construction projects. Use this guide to create a dashboard, customize its tiles, and share it.
Before you start
- You need access to the project or program.
Note: If you're a new user, the Homepage guides you through your initial project setup, including a shortcut to the AI Dashboard Creator. See Set Up Your First Free Project for details.
Create a dashboard
- Go to your project or program. You'll land on the Dashboard page by default.
- Click New Dashboard in the upper left corner.
Then choose how to build your dashboard.
| Option | What to do | Best for |
|---|---|---|
| Option 1: Create with AI | Click Create with AI and either describe your dashboard or choose from the sample prompts to automatically generate it. | Generating a dashboard quickly |
| Option 2: Browse Template | Choose from All, My Workspace, or Mastt Templates. | Starting from a ready-made layout |
| Option 3: Blank Canvas | Click Blank Canvas and add tiles manually using the Add Tiles button. | Building from scratch |
Tip: See How to Use the AI Dashboard Creator for details on creating a dashboard with AI.
Use a template
- Click Browse Template and choose from All, My Workspace, or Mastt Templates.
- Click View Template to preview it.
- Click Use Template to apply it.
Tip: Save frequently used layouts as workspace templates. See How to Create and Use a Custom Dashboard Template for details.
Customize your dashboard
Add tiles
- Click + Add Tiles to open the Tile Library.
- Browse tiles by category using the left panel.
- Hover over a tile and click + Add Tile. You can add multiple tiles as needed.
- Click X to close the Tile Library and return to your dashboard.
Move and resize tiles
Drag tiles to reposition them. Drag tile edges to resize them.
Edit tiles
- Hover over a tile and click the Action button.
- Select one of the options below.
| Option | What it does |
|---|---|
| Settings | Adjusts the tile's display options such as custom title, image, legends, dates, labels, and more. For newer tiles, this opens a settings panel on the right side of your screen with a live preview. For other tiles, settings open in a pop-up dialogue. |
| Edit Data | Edits the data directly from the module (opens a new tab to your selected module) |
| Duplicate Tile | Creates a copy of the tile |
| Download | Exports the tile data |
| Delete | Deletes the tile from your dashboard |
Dashboard settings and tools
Open dashboard settings
- Click the Action button in the top right corner.
- Select Dashboard Settings, Rename, Duplicate, Save as Template or Delete Dashboard.
Use the dashboard tools
The toolbar in the top right corner includes the following tools. Dashboards save automatically, and the Version History icon beside Share lets you review and restore earlier versions. A readiness indicator at the top right shows Data Complete or Needs Data.
| Tool | What it does |
|---|---|
| Drag and Resize | Rearranges tiles |
| Presentation | Locks the layout for presenting |
| Print Preview | Prepares the dashboard for PDF or print |
Share your dashboard
- Click the Share button in the top right corner.
- Select one of the options below.
| Option | What it does |
|---|---|
| Share Link | Generates a shareable link. See How to Share a Dashboard Link for details. |
| Download PDF | Exports your dashboard as a PDF file |
Troubleshooting and FAQs
| Question | Answer |
|---|---|
| Can I have multiple dashboards per project? | Yes, create as many dashboards as you need. Each can focus on different metrics or audiences. |
| Can I upload multiple contracts during onboarding? | Yes, each contract is processed and set to Approved status automatically. |
Need help?
Contact Mastt Support for additional assistance with dashboards.