Dashboards

Teralo has three kinds of dashboard: your own Dashboard, the screen you land on when you sign in, the Project Dashboard for each project, and the Organisation Dashboard for each host organisation. The project and organisation dashboards are built from widgets you add and arrange on a grid.

Your Dashboard opens when you sign in. It lists the projects you're on in your current organisation, grouped under the organisation that hosts each one. An organisation administrator also sees every project the organisation hosts.

Beside View:, choose how the projects are shown:

• List: a row for each organisation, with its projects.
• Tile: a tile for each organisation, then a tile for each project.
• Map: each project on a map. Projects with no location are listed under Projects without addresses.

Teralo remembers your choice. Beside the projects, Waiting on you, This week and Recent list your own work. This dashboard has no widgets.

The Project Dashboard is in the project sidebar's Dashboard group, and everyone on the project can open it. A new project starts with two dashboards, AI Chat and Project Dashboard.

The Organisation Dashboard is on host organisations only. Above its widgets, it lists the organisation's projects in List, Tile or Map view, unless the dashboard has a Projects widget. Learn more about organisation level and project level.

Each can hold several named dashboards, shown as tabs across the top. A project or organisation can have 20 shared dashboards, and each person up to 10 private ones of their own.

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1. Beside the tabs, select Add dashboard.
2. Choose who can see it: Public, Private or Permission Template. If you choose Permission Template, select the templates that can view it.
3. Enter the dashboard name.
4. Optionally, under Copy from, choose a dashboard to copy its widgets.
5. Select Save.

Only host staff are offered shared dashboards. Everyone else can add private ones.

• Public: on a project, everyone on the project. On an organisation, every member of the organisation.
• Public + Guests: organisation dashboards only. Every member, plus guest staff on at least one of the organisation's projects, who can view it but not change it.
• Permission Template: the people given one of the chosen permission templates. Members of the host organisation always see it on a project, and administrators always see it on an organisation.
• Private: only you.

A tab's menu shows a permission template dashboard as By role.

A widget you can't use isn't shown to you. AI Chat is hidden without Can access AI Chat, and module data widgets are hidden from guests. A dashboard left with nothing to show you is hidden.

Other widgets show only what you can see: a report visual you can't open says Report not found, and a card for a tool you can't view is empty.

Open the dashboard's menu (the three vertical dots on its tab, Dashboard options) and select:

• Rename: enter the new name, then select Rename.
• Settings: change the Name, or the Visibility of a shared dashboard, then select Save changes.
• Duplicate: enter a name for the copy, then select Duplicate. The copy keeps the original's widgets and visibility.
• Move left or Move right: move the tab.
• Delete: then select Delete to confirm.

1. Open the dashboard's menu and select Add widget.
2. Choose a widget from the picker.
3. If the widget needs setting up, set it up and select Add widget.

A dashboard holds up to 24 widgets. At the limit, the picker asks you to remove one first.

The picker groups widgets under headings. On a project dashboard, they're General, Project Management, Contract Management, Quality & Safety, Resource Management and Reports.

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There are three kinds of widget:

• Cards, which need no setting up.
• Module data, a live table or chart from a report data source.
• Report visual, a chart or table from a saved report.

• Team: the people the host chose to show. To choose them, select Manage on the card.
• Open Items: up to five of your items with a due date, linking to My Items. Switch to All Open Items for everyone's, and group by Due Date or Type.
• Recent Activity: the five latest changes to records assigned to you. Switch to All Recent Items for every change you can see, and group by Time or Type.
• Weather: the forecast for the project's address. Weather Radar: live rain radar over it. Both need the project's address.
• Links: links the host adds.
• AI Chat: starts a new conversation. Learn more about AI Chat.
• Meetings: upcoming meetings, and open action items on the Actions tab.
• Message: the latest published site message.
• Program: each program's tasks, milestones and progress, and what's due in the next 14 days.

• General: Team, Projects, Open Items, Recent Activity, Meetings, Message and Links.
• Organisation Management: Recent Drive files, Whiteboard and User Applications.
• Commercial: Tenders and Cashflow.
• Registers: Equipment, Inductions and Compliance Docs.

Open Items, Recent Activity, Meetings, Equipment and Cashflow read across the organisation's projects that you can see.

1. In the picker, choose a data source.
2. Enter a Title.
3. Choose the Mode: Table or Summary / chart.
4. Set up the columns, filters, values and chart on the tabs, as in the report builder. The Preview shows the result.
5. Select Add widget.

Module data widgets are for host staff. Each data source needs the permission of the tool it reads, and the widget only draws for people who have it. Learn more about the report builder.

1. In the picker, choose Report visual.
2. Choose a saved report, then a section, then a chart or table.

The widget stays linked to the report, so changing the report changes the widget. It needs Can view reports and dashboards, and isn't offered on a Public + Guests dashboard.

1. Open the dashboard's menu and select Edit layout.
2. To move a widget, drag its handle (Drag to move). To resize it, drag its bottom-right corner (Resize widget).
3. To remove a widget, select its cross (Remove widget). It is removed straight away.
4. Select Done.

The grid is 12 columns wide. A widget is 3 to 12 columns wide and 1 to 8 rows tall, and the other widgets move to make room. Changes save as you make them. On a project dashboard, the gear on a module data or report widget (Configure widget) changes its setup.

Only someone who manages a dashboard can edit its layout, and not on an archived project.

On a phone, a project opens on Project Home in place of the dashboard, with its tools, your items and the site message, and an organisation opens on its home screen. On a narrow screen that isn't a phone, the dashboard shows its widgets in one column and can't be edited. In the mobile app, dashboards can't be edited at any width.

Above the tabs, the project header shows the project's name. Hover over it for the photo, description and address, which links to a map.

Quick Create makes a new record without leaving the dashboard: a person, mail, a contract, a tender package, a safety data sheet, an incident, an observation, a submittal, a permit, a booking, a diary entry or a meeting. It is open to everyone, and hidden on an archived project.

Host staff also see the weather, Links and Public Site in the header. To edit the links:

1. Select Links, then Edit Links.
2. Enter each Link Name and Link URL, selecting Add Link for each one.
3. Select Save Changes.

Only host staff can change the links, the message and the team shown, and not on an archived project.

The Reports tool has its own Dashboards tab, for dashboards built only from report charts. They're for host staff, at project level.

1. In Reports, select the Dashboards tab, then New Dashboard.
2. Enter the Dashboard Name, and optionally a description.
3. Under Add Visuals, select each chart to add.
4. Under Layout, drag the charts into order, and choose each one's Width.
5. Select Create Dashboard.

Seeing these dashboards needs Can view reports and dashboards; creating, changing and deleting them need Can create, edit, and share reports and dashboards.

There's no dashboard permission. Instead:

• Shared dashboards (public, public and guests, and permission template) are created and changed by host staff on a project, and by administrators of the organisation on an organisation dashboard. Everyone else views them.
• Private dashboards are created and changed by their owner. Anyone on a project can have them, guests included.

What each widget shows depends on the permission for the tool it reads. Learn more about how permissions work.

If your plan withholds Reports & Dashboards, nobody can create or change shared dashboards or add report visuals. Existing dashboards stay readable, and private dashboards still work. Learn more about plans and entitlements.