Dashboard gives you a central place in 3PM Command to see business activity, priorities, and operational information. From here, you can check key totals, open frequently used areas, review saved items, switch to Feed, and manage the widgets that matter to your work.
The welcome screen also highlights , , and .
If a widget cannot load, Dashboard displays a message in the widget area. Check that Widget Builder is available and try again.
Dashboard shows project, team, and revenue totals, along with Bookmarks, quick-action shortcuts, setup reminders when applicable, and your widgets.
Use the shortcut for creating a new project. Complete the information in the dialog, then finish creating the project.
Use the shortcut for adding staff. Complete the information in the dialog, then finish adding the staff member.
Bookmarks appears only when you have saved items. Select View all when Bookmarks is visible to open the complete list.
The Add action is unavailable while the widget area is still loading. Wait until the widgets are ready, then select Add.
The setup reminders are shown to the owner. Finish setting up your portal appears when setup is in progress or was skipped. Set your role costing rates appears when an active role has no base cost and no charge-out rate.
On the Finish setting up your portal card, select Resume setup. You can continue from where you left off. When setup is complete, the card no longer appears.
Use the message shown in the widget area as a guide, check that Widget Builder is available, and try again. You can continue using the rest of Dashboard while the widget area is unavailable.
