The Individual Project Dashboard gives users a clear project-wise overview inside IntoAEC. It helps users view important project details, track project progress, monitor key activities, and access all project-related modules from one place.

The updated Side Menu is designed to make navigation easier by grouping project modules into clear sections such as Plan & Design, Finance, Procurement, Execution, Onsite, and Others.

Individual Project Dashboard

The Individual Project Dashboard provides a centralized view of a selected project. Users can quickly check the project status, project information, activity summaries, insights, and important project metrics without opening each module separately.

From this dashboard, users can monitor the project’s overall progress and take quick action when required.

Project Information Section

At the top of the dashboard, users can view the basic project details, such as:

Users can also access quick actions such as Project Location, Mark As Completed, and Edit from this section.

Project Dashboard Tabs

The dashboard is organized into different tabs to make project tracking easier.

Project Summary Cards

The dashboard includes summary cards that provide a quick view of the project status.

Users can view details such as:

• Project Health

• Tasks

• Schedules

• Total Time Logged

These cards help users quickly identify pending, overdue, delayed, or completed project activities.

Project Insights

The Project Insights section provides important project-level observations and summaries.

For example, the dashboard can show alerts related to overdue tasks, delayed schedules, escalated issues, or project slippage. This helps users understand where attention is required and take action on time.

Side Menu Modification

The updated side menu provides a more structured way to access project modules. Instead of listing all modules together, the modules are grouped based on their purpose.

This makes it easier for users to navigate to the required feature quickly.

Side Menu Sections

The project side menu is organized into the following sections:

Plan & Design

This section includes modules used during the planning and design stage of the project.

Examples:

• Proposal

• 2D Takeoff

• Selections

• Estimate

• Change Order

Finance

This section includes finance-related modules for managing project billing and payments.

Examples:

• Sales Order

• Bills & Expenses

• Money Matters

Procurement

This section includes procurement-related modules used for vendor and material workflows.

Examples:

• Indent

• RFQ

• Purchase Order

• Work Order

• Goods Receipt

• Inventory

Execution

This section includes modules used to manage execution activities.

Examples:

• Schedule

• Task

• Budgeting

Onsite

This section includes onsite activity tracking modules.

Examples:

• Time Tracking

• Daily Report

• Workers

• Assets

Others

This section includes communication and document-related modules.

Examples:

• Client Report

• Document

• Event

• Communication

• Forms

• Call Log

Benefits of the Updated Dashboard and Side Menu

The new Individual Project Dashboard and side menu help users:

• View project details from one place

• Track project health and progress easily

• Access tasks, schedules, milestones, and time tracking quickly

• Monitor procurement and financial activities

• Navigate project modules in a more organized way

• Reduce time spent switching between different pages

• Improve project visibility and daily tracking

Summary

The Individual Project Dashboard gives users a centralized view of each project, including project details, task progress, schedule status, time logged, insights, and forecast information. The updated side menu improves navigation by grouping modules into clear sections, helping users access project features faster and manage project work more efficiently.