Gate Three provides specific users access to a Project Dashboard. This is a quick overview of how your project is doing without actually diving into any of the modules.
When activated the Project Welcome Screen is now your Dashboard.

There are a few pages within the Dashboard:

• Welcome Screen
• Forecast Details
• Costing Details
• Contracts and Payments
• Change Details
• Prime Contract Details
  
  

Welcome Screen

1. Key Contacts: This is a list of the contacts added into the Key Contacts section of the Project Profile.
2. Project Staff: This is a list of the contacts added into the Project Staff sections of the Project Profile.
3. Project Information: This is a basic overview of the Project and Percent Complete. (This is a time Calculation based on Project Start Date and End Date)
4. Quick Links: These are links to the other pages in the Dashboard, you have the option to "View Report" which takes you to the Dashboard page, or to "Open.." which opens the corresponding module.
    

Forecast Details Report

1. Click on View Report next to Forecast Details.
   The report below will appear if the current Project has completed a Cost Forecast Report in the Cashflow and Forecasting module.

Costing Details Report

1. Click on View Report next to Costing Details.
   The report below will appear if the current Project has completed and populated the Costing Module in the Project.
2. Project Cost Summary: This includes your total Contract Value, Payments, Billing and Change Orders to Date.
3. AR/AP and Cash Balance: Cash balance based on all Payments entered into Gate Three.
4. Cost Account Details: This is a list of all the Cost Codes, by type and their Cost to Date on several pages.

Contracts and Payments

1. Click on View Report next to Contracts and Payments
   The report below will appear if the current Project has completed Subcontracts in the Contract Management Module.

Change Details

1. Click on View Report next to Change Details.
   The report below will populate if the Project has begun working in the Change Management module.
   

Prime Contract Details

1. Click on View Report next to Payment Applications / Billing.
   The report below will appear if the current Project has started working on all Financial modules in Gate Three.
   

Activate your Dashboard

In order to have a Dashboard available to you - you must have the appropriate Role. Based on your Role, your Dashboard may already be configured for you. If not - please contact the Service Desk to have them Activate your dashboard for you, then follow the steps outlined below:

1. Click on My Profile.

2. Scroll down to see the Dashboard configuration
3. Select the Screen which you wish to use as a Default.
4. Click Save. 

This Dashboard will now appear when you are logged into a Project.

If you wish to configure a Dashboard at the Home level, the Service Desk has to configure it for you so it will be available in that section.
Some Dashboards are only available at the Home level, and some at the Project level.