Editing the Dashboard settings

This article will teach you how to add the details of your project and edit your Dashboard settings to better manage furniture schedules, budgets, and milestone dates within your Canvas.

You have opened or created a Canvas, began designing with Products, and added a Dashboard into your Canvas to better capture the scope and budget of your new project.

When we first add a Dashboard into our Canvas, the Dashboard initially captures every single product that lives in that Canvas - product images, cards, and drawings. This article will show you how to edit and add details to the Dashboard and filter the Product List to show only product data you want included.

The Dashboard feature is only available to Pro, Unlimited, and Custom users.

Edit the Dashboard Settings:

1. Click on the Gear icon in the upper right hand corner of the Dashboard. A side panel window will pop-up on the right side of your screen to edit all the fields inside the Dashboard. Click the arrows to expand the sections.

   • Give your Dashboard a name.

   • Input the address of your project's location. The Google Maps preview will populate automatically.

   • Add in an overall budget, project Discount and project Markup percentage. Choose to hide or show the product subtotal here too. The budget per sf will populate automatically based off of this and the Plannable Area input.

   • Add in Gross Area (sq ft)

   • Add in Plannable Area (sq ft) - Areas automatically calculate this number for you!

   • Add Milestone dates that will then activate the Milestone widget at the bottom of your Dashboard. After you add a few milestones - like Kick Off Meeting, Order Ship Date, and Delivery & Install days - you can scroll horizontally on the timeline widget to compare those due dates to today.

   • Column Settings is where you choose which data fields appear in your Product List and set their order.

2. To exit the Dashboard Settings, simply click anywhere on the Canvas outside of the side panel. The settings side panel will save and close automatically.

Click the Pencil Icon to open the Dashboard Settings.

As you input information into the Dashboard settings fields, the widgets on the window will automatically update and change.

Edit the Product List:

1. Filter the Product List by selecting the product type icons in the upper left corner - Drawings, Images, and/or product Cards.

2. Click the Filters button to filter the list by Areas, Category, Condition, Lead Time, Manufacturer, Vendor, and Tags.

3. Need to edit the pricing? This is the place to do so. You can edit pricing directly inside the Product List by double clicking into the Discount and Markup fields per line item. This is great for creating ROM budgets!

   1. Choose to show or hide the List Price, Sell Price, and/or Net Price in the column settings.

Pro Tip: Choose to include Areas in the Column Settings of the Product List. This way, when you export the schedule to a CSV file, Areas will be included as a data column that you can sort by in your next spreadsheet program.

How to create a Product List

Filters to the left. Column settings to the right.

Editing the Dashboard Settings and inputing all the details of your project inside your Canvas allows you to track your actual costs against your overall budget, set project milestones and track against them live, and track your embodied carbon to see how much of your Dashboard is designed with second-life pieces of furniture.

Now in Canvas, you can manage projects all in one place with live, active product data.