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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

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 First Free Project for details. 

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.

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 SettingsRenameDuplicate, 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.