Permissions
Always remember to ensure the correct people have the appropriate permissions to access your company and project data. This can be done per individual or by applying Permission Templates.
In order to navigate the SiteMax dashboard, users will need access to the desktop/web app
In order to see Projects on the main dashboard, users will need View permissions for either Projects or Projects (assigned)
SiteMax's data structure comprises two primary levels for tracking and storing information: the Company level and the Project level. Data within a Project is managed within that specific project context, but it is also always available at the Company level.
All Project modules relate back to the Company modules. For example, when a document is added to a Project's Documents module, it becomes available within the Company's Documents module at the Company level. This dual existence ensures data integrity while maintaining the systematic organization of documentation and other information at the desired level.
When you navigate at the Project level, you have visibility into data that pertains specifically to that project. However, the Company level data encompasses all projects and the entire company.
Any data or information added at the Project level can be accessed at the Company level (hierarchical structure).
For example, Equipment added at the Project level will be reportable and visible at the Company level. At the Company level's Equipment module, Equipment across all projects is visible and reportable.
All modules existing at the Project level can be found at the Company level. This allows for visibility into certain aspects of the Project such as Forms, Tools and Materials, Teams, Documents, and more.
Note: Everything within a Project ultimately rolls up to the Company level. However, not all data added at the Company level is necessarily accessible at the Project level.
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.
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.
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 inside the project tile and selecting "Remove from favourite"
Options in Dashboard (All Views)
There are a number of functions you can perform in whatever view you are in. Below are the options available for all Views:
+ Add New Project: Depending on your permissions, you will be able see and click on this button to add any new projects you need to your Dashboard.
Search: Use your Search function to locate a particular project by project name or number.
View by Date: View project activity for any date in the past (always defaults to the present day).
View by Status: Displays only projects that are active, on-deck, or complete.
Sort by: This determines how projects are displayed or ordered on your dashboard.
Filter: Use your Filters to find just the Projects you need. Filter by:
Project Number (from/to)
Tags
Users
Field Manager
Office Manager
Client
State/Province
You can save your most important filters with My Views. This is especially helpful if you are using Project Tags to define different types of Projects you might be working on.
Saving Filters:
Enter the filters you need, and under My Views, select "+ Save Current View"
Give your new view a name and click "OK"
Your saved view will now be saved and open for retrieval whenever needed.
Tile View
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).
Progress counters appear along the bottom of each Project tile to show you where you are in your Project's progress.
List View
List View
In the List view, your projects will be displayed in a list format sorted by your chosen order.
Your Project information (Project Name/Number, Address) will appear in the project's row.
You will see the same list of project features as in Tile View, but they will appear as a tool bar along the Project's row.
Actions
There are a number of actions you can perform in the List View. You'll see the Actions menu at the far right of your screen above your list of projects.
Export Summary
Add to Projects
Remove from Projects
To perform these actions, you will first need to select the projects for which you want to perform the action chosen by checking the box beside each one. You'll note the Action options are no longer greyed out to allow for selection.
Bulk Edit
Bulk Edit
Make adjustments to multiple projects at once with the Bulk Edit action.
Note: Don't forget that edits made will affect all projects selected.
Edit options:
Tags - Add Project Tags to your selected projects all at once
Start/End Date - Update your start and/or end date for the projects
Geo-fence Radius - Increase or decrease the geo-fence radius within your selected projects
Office/Field Manager - Update your Office and/or Field Managers for your selected projects
Status - Choose the status of your selected projects
Active
Complete
On Deck
Learn more about using the Bulk Edit action in our article!
Export Summary
Export Summary
Receive a summary report of your selected projects with the Export Summary action
An email will be sent to you with a CSV file of your project summaries. The CSV file will provide you details of your project(s) along with totals of users assigned to the project, the numbers of Site/Safety/Equipment/Company reports created for the projects, Cost Codes, Drawings, Photos, etc.
Add to Projects
Add to Projects
Add users to your selected projects all at once. Choose your users by:
User Name
Titles
Tags
Crews
Remove from Projects
Remove from Projects
Remove users from selected projects all at once. Choose the users to remove by
User Name
Titles
Tags
Crews
Note: If any of the above criteria don't match the projects you've selected, you will not see any users to remove.
For Example, if no users in the selected projects have been assigned the "Project Manager" tag, they will not appear on the screen if the Project Manager tag is selected.
People View
People View
The People View works similarly to the List View, but there are a couple of other options available to you. The People View focuses primarily on the users assigned to your Projects.
Along with the Project Name, Number, and Address, you will also see the same project features as in the other two views, plus a new Tasks icon.
At the end of the row, you'll see a new icon:
This icon allows you to quickly and easily add new users to the project.
You'll also see a new dropdown menu beside your Actions. This menu allows you to view the active checkin, as well as the assigned users to your Projects.
To view either the checkins or the assigned users in your project, simply select the option you want in the dropdown above and click on the number beside the Add User to Project icon. (This number is the number of users assigned to your project)
Once you have opened the project view to see your list of assigned users, you can now make some edits onscreen:
Remove Individual Users from Project - Simply click on the trash can icon beside a user's name and they will be removed from the project.
Remove Multiple Users from Project - Click on the boxes beside the users you wish to remove and, under your Actions menu, select "Remove User(s) from Project"
Actions
Just as in the List View, you have a series of Actions you can perform to the Projects themselves
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
Map View
Map View
While the Map View doesn't allow any actions to be performed, it does allow you to view all of your projects on a map. Providing a great visual of the expanse of your company.
Use your touchpad to zoom in or out.
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