Project Dashboard

Learn how to navigate through the Site Shepherd's Project Dashboard.
6 articles

Project Search

Purpose: The Project Search page contains all projects a user has created and/or is a part of and features the ability to create and copy projects. Click to select a project tile to view a project’s respective dashboard. Overview: From the Project Search page, a user can find all projects they are s...

Project Dashboard

Purpose: The Project Dashboard page provides the user with key project information in a quick-reference format, as well as a place to store important project documents.Overview: Key Performance Indicators (KPIs), such as the number of Project Locations, WANT Scores, Operating Cost, and Investment Co...

Project Profile

Purpose: The Project Profile page provides users quick access to primary project information such as name and status. Overview/How To: The Project Profile tab allows users to add or edit the Project Name, Project Status, Region, and Icon. Users can also delete the project in this section. Site Sheph...

Project Information

Purpose: The Project Information tab on the Project Dashboard page provides the user a single place to input and review project requirement information.Overview: A user can input project data in the Project Information tab for quick review. More importantly, this information is distributed throughou...

Client Representative

Purpose: The Client Representative tab provides the user a space to define who the lead contact is for the respective project. Overview: The Client Representative tab allows a user to input, edit, and reference client contact information for the project’s lead representative. The inputs are Name, Ti...

Documents

Purpose: The Documents tab provides a place for key document storage. The consolidation of documents allows for easy review of objectives, projected timelines, and more.Overview: The Documents tab on the Project Dashboard page provides the user a place to upload and download critical project files. ...