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Understanding your dashboard

The Dashboard serves as your mission control centre, offering a complete overview of your project’s status, financials, and tasks.


Progress Update

A status bar provides a visual snapshot of how your project is progressing. You can easily see which stages have been completed and which are still pending.


You can also click on the “Progress Breakdown” button which will give you access to a dropdown menu displaying the 10 stages of the build process. You can track progress by seeing which tasks have been successfully completed and what remains. It provides a comprehensive view of your project's key aspects like design, budgeting, and certification.

Understanding your dashboard - Financial Summary

Project Financial Overview

This section tracks and displays all the financial aspects of your project in real-time. It provides a breakdown of how your project budget is allocated, tracking the amount you've paid, what’s due, and what remains.


The total has a breakdown as follows:


  • Forecast total: A reflection of your locked-in budget, from the Financials section of your project.
  • Committed: Represents payments you have agreed to but haven't paid. For instance, if you've accepted a quote, the amount quoted will show here.
  • Due: Displays the total amount currently required to pay, such as invoices or bills awaiting payment.
  • Allocated: Shows how much you have allocated via your digital wallet, but not yet paid.
  • Paid: Reflects the total amount paid towards project-related expenses like materials, labor, and services.
  • Balance: The remaining amount in your project's budget. If you have overspent, the balance will show as negative and be highlighted in red to alert you.
Understanding your dashboard - Project Financial

Expected Completion date and savings

Based on the work completed and in progress, the platform calculates and provides an expected completion date. If tasks or deadlines are adjusted, the projected completion date will automatically update.



This section shows how much you have saved compared to your initial pricing estimate. It's updated as you move through the build, helping you track your financial efficiency.

Understanding your dashboard - Expected Completion

Market comparison

This feature provides you with an estimate value on how much you are on track to save so far based on a standard estimate.

Understanding your dashboard - Market Comparison

Recent messages

This section keeps you updated on the latest communications related to your project with your service providers.

Understanding your dashboard - Recent Messages

Digital Wallet

Your digital wallet is a reflection of your nominated external bank account, where you can allocate and release payments as you wish.


The digital wallet let's you see:


Available Funds: How much of your wallet is available to spend and has not been allocated. 

Wallet Balance: Reflects the total amount being transacted 

Pending Funds (if applicable): How much is currently in the process of being released 

Allocated Funds: Funds that have been allocated to a PRO, but has not been released. 

Task List View

Your tasks are categorised into five distinct categories for easy navigation:


  • To Do: Tasks awaiting action.
  • Overdue: Tasks that require immediate attention.
  • In Progress: Work that is underway but not yet completed.
  • Payment Requests: Tasks that where a payment is due.
  • All Tasks: A summary of all tasks in your project.

 

These categories are at the top of the task section, positioned just below your forecasted budget. As you progress through the build process, new tasks will be automatically generated to keep you on track and ensure a smooth workflow.

Understanding your dashboard - Task List View

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