Personal Dashboard
Your personalized home screen with quick access to important information and actions.
[!NOTE] The Personal Dashboard is currently in development. Some features described below represent planned functionality and may not be available yet.
Overview
The Personal Dashboard is your starting point when you log into Compass. It will provide:
- Quick Actions - Common tasks you perform frequently
- Activity Feed - Recent updates and notifications
- My Projects - Projects you're Assignee(s)
- My Tasks - Tasks Assignee(s) you
- Upcoming Travel - Scheduled trips
- Approvals Pending - Items awaiting your approval
Current Features
When you access the Personal Dashboard, you'll see a central hub that displays relevant information based on your role and assignments.
Using the Dashboard
The Personal Dashboard provides a central starting point. Use the sidebar navigation to access the modules you need:
| Module | Description |
|---|---|
| Projects | Create and manage projects |
| Tasks | Manage task catalogs and assignments |
| Budget Estimator | Build and track project budgets |
| Finance | Track company-wide financial performance |
| Billing | Generate invoices |
| Trips | Plan and track travel |
| Timesheets | Log and review time entries |
Related
- Getting Started - First steps in Compass
- Projects Overview - Project management
- Tasks Overview - Task management