Skip to content
Contact Join Support
Login
  • There are no suggestions because the search field is empty.

Grouping in the Dashboard

Pivot the data in your Dashboard charts by grouping by categories.

Grouping the Estimates Chart

The dashboard Estimates chart can be grouped by custom categories. If your milestone estimate is coded to custom categories, you will see that categorization name displayed in the “group by” dropdown bar. If your milestone estimate is organized by multiple categorizations (e.g., UniFormat, MasterFormat, and a custom categorization), you can easily toggle between them on your estimate graph. When you select a categorization, the bar chart will display the costs for each category.

Grouping the Items Chart

The dashboard Items chart can be grouped similarly using any custom categories. When you choose a categorization, the Items in your active milestone will be grouped accordingly. Items can also be grouped by their status (e.g., pending, accepted, rejected).

Best Practice: Once you find the best groupings, save the Dashboard as a new report. You can then share this view with your team and quickly view it in meetings.