Skip to content

Project dashboard

The project dashboard (project hub) is the home page for one project. From here you open Files, Takeoff, Estimate, Export, and Submittal.

  1. From the workspace dashboard, open a project card.
  2. Or use Project in the in-project logo navigation menu.

Path pattern: /project-dashboard/{projectUUID}.

Section Purpose
Project details Title, address, description
Takeoff files Summary of files/pages; Upload or Manage
Takeoff Open takeoff for included pages
Estimate Open the estimate table
Export View or create bid/PDF exports
Submittal Open the submittal log when the feature is enabled

View-only users typically see View Takeoff / View Estimate instead of edit actions.

  • No takeoff files. / Upload files to get started.
  • No pages included for takeoff. — include pages in Files first.

The logo menu also links to Dashboard, Cost Database, Files, Takeoff, Estimate, and Submittal (when enabled).