Manage Company Level Dashboards

Add New Company Level Dashboards

In this topic, we'll show you how to manage the Company Level Dashboards.

  1. Click on the profile image located on the top right corner of the Builderbox screen.



  2. Click on Settings.



  3. Click on Dashboards, listed on the left navigation.



  4. Click on the Company Level Dashboards link.



  5. Click on Select Company drop down and select a Company.





  6. Click on the Add New Dashboard button.



  7. Enter the Dashboard Name in the input box.



  8. To add the cards to the Dashboard, click on the Add icon located next to the Activities card.





  9. Click on the Add Dashboard button to add the Dashboard.

     

Edit Company Level Dashboards

  1. Click on the Manage Cards icon.



  2. Click on the Remove icon located next to the Change Order Requests (Budgeted) card, The Change Order Requests (Budgeted) card will no longer show on the Dashboard.



  3. To add more cards to the Dashboard, click on the Add icon located next to the Open Items card.



  4. You can also change the card arrangement by simply dragging-and-dropping cards up and down in the list.

  5. Click on the Save Changes button to save all the changes.



Preview Company Level Dashboards

  1. Click on the Preview Dashboard icon.

     

  2. Click on the Back to Dashboard Settings button. You will be redirected to Dashboard Settings page.



Publish Company Level Dashboards

  1. Click on the Publish icon.



  2. The Dashboard will be published successfully.



  3. Click on the Unpublish icon.



  4. The Dashboard will be unpublished successfully.



Delete Company Level Dashboards

  1. Click on the Remove Dashboard icon.



  2. Click on the Yes button. A Dashboard will be removed successfully .




Save

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