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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

  1. Go to your project or program. You'll land on the Dashboard page by default.
  2. Click New Dashboard in the upper left corner.

AI Dashboard Creator with Create with AI, Browse Templates and Blank Canvas options and a Describe your dashboard box

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

  1. Click Browse Template and choose from All, My Workspace, or Mastt Templates.
  2. Click View Template to preview it.
  3. 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

  1. Click + Add Tiles to open the Tile Library.
  2. Browse tiles by category using the left panel.
  3. Hover over a tile and click + Add Tile. You can add multiple tiles as needed.
  4. Click X to close the Tile Library and return to your dashboard.

Animation showing the Add Tiles button opening the Add Tiles dialog, then selecting the KPI category to show preset tiles

Move and resize tiles

Drag tiles to reposition them. Drag tile edges to resize them.

Dashboard tiles for Budget, Estimate at Completion, Variance, Uncommitted, Total Paid and Current Contract

Edit tiles

  1. Hover over a tile and click the Action button.
  2. 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

Budget tile with its menu open showing Settings, Edit Data, Duplicate Tile, Download Tile and Delete Tile

Dashboard settings and tools

Open dashboard settings

  1. Click the Action button in the top right corner.
  2. 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

Drag & Resize dropdown showing Drag & Resize, Presentation and Print Preview modes

Share your dashboard

  1. Click the Share button in the top right corner.
  2. 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.