How to Create and Manage Dashboards

Dashboards help you monitor project performance and make informed decisions by displaying key metrics at the project and program levels. Use dashboards when you need real-time visibility into cost, risk, and schedule performance across your construction projects.

Before you start:

• Access to the project or program

Steps

Create your dashboard

1. Go to your project or program, you’ll land on the Dashboard tab by default
2. Click Start a Dashboard in the upper left corner with the AI design icon

You'll see three options for creating your dashboard:

Option 1: AI-Assisted Dashboard

1. Click AI-Assisted for automated dashboard creation
2. Follow the prompts to generate your dashboard automatically

Option 2: Use a Template

1. Click Search Template to browse available options
2. Choose from three template categories:
   • All Templates: Complete library of available templates
   • My Workspace: Templates saved to your workspace
   • Mastt Templates: Templates from the Mastt library
3. You can also type in the search bar what type of template or dashboard you're looking for and Mastt will show you options when available
4. Click View Template to preview any template
5. Review the template details including:
   • Template type and purpose
   • What it's great for
   • Included components
   • Usage examples
6. Click Use Template at the bottom right of the preview window
7. Mastt will automatically create the dashboard with pre-configured tiles

Option 3: Start from Scratch

1. Click Start from Scratch to create an empty dashboard
2. Add tiles manually using the Add Tiles button

Customize your dashboard

Adding tiles

1. Click the + Add Tiles button to open the tile selector
2. Hover over the tile you wish to add and click the + Add Tile button. You can add multiple tiles as needed
3. After selecting, click the X in the top right to return to your dashboard.

Moving and resizing tiles

1. Select the tile you want to reposition
2. Drag and drop it to your preferred location on the dashboard
3. Click on the edge of the tile and drag to resize as needed

Editing tiles

1. Hover over the tile you wish to edit
2. Click the three vertical dots () at the top right corner of the tile
3. Select from the available options in the menu:
   • Tile Settings - Customize the tile with options like add image, custom title, wrap multiple lines, show/hide legends, customize dates, display, labels, and more
   • Edit - Edit the data directly from the module (opens a new tab to your selected module)
   • Duplicate - Create a copy of the tile
   • Download - Export the tile data
   • Remove - Delete the tile from your dashboard

Dashboard settings

1. Navigate to the top right corner of your dashboard
2. Click the three vertical dots () icon to access dashboard settings
3. Select from the available options in the menu:
   • Dashboard Settings - Customize the page print orientation (landscape & portrait), hide footer date, and hide last updated dates
   • Rename Dashboard - Change your dashboard title
   • Duplicate Dashboard - Create a copy of the current dashboard
   • Duplicate Project or Program- Copy the entire project or program, including its dashboard structure to take a snapshot for archiving, perform scenario analysis on throwaway data, and quickly set up new projects/programs from a template
   • Delete Dashboard - Remove the dashboard permanently
   • Created By - View dashboard creation details

Save your dashboard

1. Review your customizations
2. Click the Save button to preserve your changes

Dashboard tools

The right corner of your dashboard provides additional features:

• Drag and Resize: Move, edit, and resize tiles on your dashboard
• Presentation: Lock tile arrangement in place for presentations
• Print Preview: Prepare your dashboard for printing across multiple pages or as a PDF

Downloading the dashboard as a PDF

1. Access Print Preview from anywhere on your dashboard
2. Make necessary changes and fix page layouts
3. Click Save and Download