Upon logging in to SiteMax, you will be directed to your dashboard or home page. The dashboard displays all the projects you have access to, making it easy for you to monitor project activities in one place.
To quickly return to your dashboard at any point, click the "SiteMax logo" in the top left corner.
Tile View
Projects are displayed in a tile format by default, providing essential information such as location, progress, start and end dates, and project ownership or management, such as the site superintendent or project manager. This allows users to easily monitor multiple projects and get a quick overview of their status.
At the bottom of each tile are displayed project features (Site Reports, Timecards, Photos, Purchase Orders, Files and Safety Reports).
Red counters appear above each project feature as soon as a new item is created or uploaded.
Above the first project tile on the left-hand side, you will find an option to "Add New Project" (this will only appear based on your permission set). Further to this, you will also see the total number of projects in view.
On your dashboard, you will find the ability to:
Search: for a particular project by project name or number.
Date range: View project activity for any date in the past (always defaults to the present day).
Status: Displays only projects that are active, on-deck, or complete.
Order by: This determines how projects are displayed or ordered on your dashboard.
Project Views
On our dashboard, we have a number of different views:
Favourite view: view only your selected favourite projects*
Tile view: your project in a tile or card format, showing you activity per the related feature.
List view: lists all projects you have access to in a stacked list per your selected "Ordered by" option.
People view: tracks your personnel on site. "Who is all checked-in to the site right now?".
Map view: this allows you to visualize your project location.
*Favourite projects
If you have a number of active projects, it might feel overwhelming to see them all flooding your dashboard. Select to view just those you choose to see.
How to select your favourite projects: On the main dashboard, click on the three dots beside your selected project, a dropdown will pop up; Select "Add to favourite"
You can always remove the project from your list of favourites by clicking on the three dots beside the project and selecting "Remove from favourite"
Actions
In both List and People views, you can perform a number of bulk actions.
List View: Select the projects, then click on the Actions Dropdown at the top right of your list of projects
Bulk Edit make edits to your selected project settings within the main dashboard
Export Summary export your selected project summary to your email
Add to Projects add users and/or titles to your selected projects
Remove from Projects remove users and/or titles to your selected projects
People View: Select the projects, then click on the Actions dropdown at the top right list of your projects
Remove User(s) from Project(s) remove all users from your selected project
Add to Projects add users and/or titles to your selected projects
Remove from Projects remove users and/or titles to your selected projects
Bulk Edit make edits to your selected project settings within the main dashboard
Export Summary export your selected project summary to your email