How to Create and Manage Dashboards

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.

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.

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.

Creating Your Dashboard

Navigate to the Dashboard Tab

1. Go to your project or program — you'll land on the Dashboard tab by default.
2. Click Start a Dashboard in the upper left corner.

Option 1: AI-Assisted Dashboard

Click AI-Assisted and follow the prompts to generate your dashboard automatically.

Option 2: Use a Template

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

Option 3: Start from Scratch

Click Start from Scratch and add tiles manually using the Add Tiles button.

Customising Your Dashboard

Add Tiles

1. Click + Add Tiles, hover over a tile, and click + Add Tile.
2. Click X to close 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 three dots menu.
2. Select from: Tile Settings, Edit, Duplicate, Download, or Remove.

Dashboard Settings and Tools

Access Dashboard Settings

1. Click the three dots in the top right corner.
2. Select from: Dashboard Settings, Rename, Duplicate 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:
   • Share Link – Generate a shareable link (see How to Share a Dashboard Link for details)
   • Download PDF – Export your dashboard as a PDF file

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.

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