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How to Create and Manage Dashboards

Complete step-by-step guide for dashboard creation and management in construction project

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.

Before You Start

  • Access to the project or program

Get Started with AI Dashboard Onboarding

If you signed up using a template, Mastt AI guides you through creating your first dashboard — upload your contract, select a template, and view your live dashboard within minutes.

Start the Onboarding

  1. Log in to your Mastt account — the AI chat opens automatically for template sign-ups.
  2. Follow the on-screen prompts to begin setup.

If the chat doesn't appear, refresh your browser or contact Mastt Support.

Choose a Template

  1. Review the suggested templates in the chat.
  2. Click Preview to view a template, or click the card to select it.
  3. Click Skip to choose a template later.

Upload Your Contract

  1. Drag and drop your contract file into the chat, or click to browse.
  2. Mastt processes the contract and extracts key data automatically.

Contracts uploaded during onboarding are automatically set to Approved status so your dashboard displays data immediately.

Complete the Onboarding

  1. Click Open Dashboard in the chat to view your dashboard.
  2. Once you finish all steps, you'll see: "Your Dashboard is Live!"

If you skip any steps, return later using the Completeness Sidebar.

Using the Completeness Sidebar

The Completeness Sidebar shows your dashboard setup progress as a percentage in the dashboard header.

Navigate the Sidebar

  1. Click the percentage indicator — the sidebar slides open from the right.
  2. Review the two sections:
    • Data still needed — Incomplete items your dashboard needs
    • Data added — Completed items already powering your dashboard
  3. Click any item under Data still needed to add the required information.
  4. Click any item to highlight related dashboard tiles.

Each item has an expandable subtitle explaining why that data matters.

Creating Your Dashboard

Navigate to the Dashboard Module

  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.

Option 1: AI Dashboard Creator

Click Create with AI and either describe your dashboard or choose from the sample prompts to automatically generate it.

See How to Use the AI Dashboard Creator for details.

Option 2: Template Library

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

Option 3: Start from Scratch

Click Blank Canvas and add tiles manually using the Add Tiles button.

Save frequently used layouts as workspace templates. See How to Create and Use a Custom Dashboard Template for details.

Customising 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.

Move and Resize Tiles

Drag tiles to reposition. Drag tile edges to resize.

Edit Tiles

  1. Hover over a tile and click the Action button.
  2. Select from:
    • Settings — Adjust 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 — Edit the data directly from the module (opens a new tab to your selected module)
    • Duplicate Tile — Create a copy of the tile
    • Download — Export the tile data
    • Delete — Delete the tile from your dashboard

Dashboard Settings and Tools

Access Dashboard Settings

  1. Click the Action button in the top right corner.
  2. Select from: Dashboard Settings, Rename, Duplicate, Save as Template or Delete Dashboard

Dashboard Tools

The toolbar in the top right corner includes:

  • Drag and Resize – Rearrange tiles
  • Presentation – Lock layout for presenting
  • Print Preview – Prepare for PDF or print

Share Your Dashboard

  1. Click the Share button in the top right corner.
  2. Select from:

Troubleshooting & FAQ

Q: Can I have multiple dashboards per project?

Yes — create as many dashboards as you need. Each can focus on different metrics or audiences.

Q: 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.