Project Stage Dashboards

Learn about your Lead, Active Project & Portfolio pipelines for managing the high-level stages and statuses of your projects.

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Main Project Dashboard

Learn about the main Project Dashboard that has a list of all of your projects that you've added to your workspace.
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Lead Dashboard

Learn about the overall Dashboard and Pipeline views for reviewing all of your projects in your workspace.
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Active Project Dashboard

Learn how to manage your Active Projects you have under construction using our Active Project Dashboard view!
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Portfolio

The Portfolio area is used to store all of your Completed and Sold properties and manage your ongoing rentals you have in your portfolio.
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Archived Projects

Learn how to use your project Archive to store all of your old projects.
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