How to Create Your First Program Dashboard

Program dashboards help you monitor multiple construction projects from a single view by consolidating all project data into organized displays. Use this feature when you need to oversee several projects simultaneously, group related projects, and automatically aggregate their data for consolidated reporting.

Before you start:

• Ensure you have program-level access

• Ensure your program includes at least two projects

Navigate to Programs

1. From the admin area or main page, go to Programs
2. Click the program title you want to work with

Choose Your Dashboard Creation Method

You have options for creating your dashboard:

Option A: AI-assisted or use Templates

1. Click Start a Dashboard in the top left corner of your dashboard page
2. Select AI Assisted from the options presented or
3. Browse the available templates and select one that matches your needs
4. Click View Template to preview the dashboard layout and contents before applying it to your program. 
5. Once you have confirmed that the template suits your needs, click Use Template to add it to your selected program.

This will automatically populate your dashboard with the pre-configured tiles and layouts, allowing you to begin tracking and reporting on your program immediately.

Option B: Create Custom Dashboard from Scratch

1. Select Start a Dashboard from the toolbar
2. From the options, select Start from scratch
3. Click the + Add Tiles button in the upper left corner
4. Browse all categories from the tile library
5. Hover over tiles you want to add and click + Add Tile
6. Select multiple tiles if needed
7. Click the X button in the right corner when finished - all selected tiles will appear on your dashboard

Customize Your Dashboard

1. Organize dashboard widgets according to your project requirements
2. Apply your company branding elements
3. Arrange data views to match your reporting preferences
4. Resize and arrange tiles as needed
5. Save your customized dashboard layout

Check out our detailed guide on how to customize and manage dashboards right here!

Result: You now have a functional program dashboard that consolidates data from multiple projects, allowing you to monitor progress, costs, and risks across your entire construction program.