Table of contents

1. Main Dashboard
2. Profile Dashboard
3. Project Dashboard
4. Portfolio Dashboard
5. Asset Dashboard
6. Dashboard Design
7. Dashboard FAQ

The first screen you see after logging in is the Main Dashboard. It’s also accessible anytime from the top navigation.

• Shows a summary of your entire account.
• Includes analytics, account fund summary, and quick links to Projects and Portfolios.
• Features a bulletin board with updates from the FolioProjects team.
• Displays recent tasks, risks, and high-level reports from across the platform.

Your Profile Dashboard is the landing page others see when they visit your profile (privacy settings apply).

• Shows your description, title, and contact info.
• Highlights upcoming projects and project statistics (completed, in-progress, etc.).
• Can be customized with privacy controls to manage visibility.

Every project has its own dashboard — a high-level summary that introduces the project and shows its current state.

• Displays title, description, budget, and participants.
• Includes sentiment analysis via HueFlux.
• Tracks tasks completed, risks, and project statistics.

From here, you can navigate to project-specific features like Assets, Activity & Comments, Links, or Risks.

The Portfolio Dashboard provides a rollup view across multiple projects.

• Updates automatically as you add or remove projects.
• Summarizes ESG performance via the Sustainability Snapshot.
• Ideal for executives and managers who need oversight of several initiatives at once.

Each Asset has its own dashboard to summarize related activities and performance.

• Helps track ESG, usage, and risks tied to individual resources.
• Accessible from the main or profile dashboards.

Dashboards are data-focused and designed for clarity.

• The Main Dashboard is private to you and includes sensitive information like account balance.
• Other dashboards (project, portfolio, asset, profile) balance visibility with shareability — privacy levels can be configured.
• Reports update at different speeds; new dashboards may temporarily display placeholders until data is available.

Which dashboard has the most information?

The Main Dashboard — it pulls together a full summary of your activities across FolioProjects.

How does privacy work with dashboards?

The main dashboard is always private to you. Other dashboards (profile, project, portfolio, asset) can be set to private, limiting visibility to just you or your team.