How to Create and Manage Dashboards
Complete step-by-step guide for dashboard creation and management in construction projects
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, customise 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 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.
Customise 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 Settings, Rename, Duplicate, Save as Template or Delete.
Use the dashboard tools
Dashboards autosave, and the Version History icon beside Share lets you review earlier versions. A readiness indicator in the top right shows Data Complete or Needs Data. The toolbar in the top right corner includes the following tools.
| 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. |
Need help?
Contact Mastt Support for additional assistance with dashboards.