Your Dashboard: The Command Center

The Dashboard is the first thing you see after logging in. It gives you a bird's-eye view of every project you are managing. Think of it as your job site office wall — all your projects, deadlines, budgets, and team activity in one place.

The Dashboard has four tabs across the top: Projects, Insights, Activity, and Team. Each tab shows a different view of the same underlying data. Below, we walk through each one.

Projects Tab

The Projects tab is where you see and access all of your projects. This is the default tab when you open the Dashboard.

Project Cards

Each project appears as a card showing:

• Project name and address
• Project type (Land Purchase or Construction)
• Progress bar showing percentage of tasks completed
• Key dates (start, target completion)
• Budget status (if budget data has been entered)

Click any project card to open it in the Project View.

Search and Filter

Above the project list, you will find a search bar. Type a project name or address to filter the list instantly. This is especially useful when you are managing more than a handful of projects.

You can also filter by project type using the filter controls:

• All — show every project
• Construction — show only construction projects
• Land — show only land purchase projects

Sort Options

Sort your project list by different criteria to find what you need:

• Name — alphabetical order
• Created date — newest or oldest first
• Progress — least or most complete first
• Target date — soonest deadline first

List View vs. Groups View

You can display your projects in two layouts:

• List view — a flat list of all project cards. Simple and direct.
• Groups view — projects organized under group headers (like "Active," "Pre-Construction," or a subdivision name). You assign a project to a group when you create or edit it. Groups help you visually organize your portfolio when you have many projects.

Insights Tab

The Insights tab is your portfolio health dashboard. It pulls data from every project and surfaces the numbers that matter most. Everything here is live — numbers update as you and your team work.

KPI Tiles

At the top of the Insights tab, you will see summary tiles showing key performance indicators across all your projects:

• Total projects — how many active projects you have
• Tasks in progress — total tasks being worked on right now
• Overdue tasks — tasks past their expected completion date
• Blocked tasks — tasks that cannot proceed

Donut Chart

A donut chart shows the status breakdown of all tasks across your portfolio. At a glance, you can see what percentage of your total work is Not Started, In Progress, Pending Approval, Complete, or Blocked. This is useful for weekly check-ins or stakeholder updates.

Budget Summary

Below the KPI tiles, the Insights tab shows a budget summary with:

• Total contract value — sum of all project contract prices
• Total budgeted — sum of all budget allocations
• Total spent — sum of all actual costs logged
• Remaining — budget minus spent

Click any budget number to drill into the project-level budget details.

Change Order Summary

See total change order count and dollar impact across your portfolio. Spot trends early — if change orders are climbing, you can investigate which projects are driving scope creep.

Vendor Insurance Warnings

If you track vendor insurance certificates, the Insights tab will flag any that are expired or expiring soon. Click the warning to see which vendors need updated certificates.

Deadline Warnings

Projects approaching their target completion date without being on track will be flagged here. This early warning gives you time to adjust schedules, add crew, or have conversations with clients before deadlines are missed.

Activity Tab

The Activity tab shows a chronological feed of recent changes across all your projects. This is the fastest way to see what happened while you were away from the app.

Activity entries include:

• Tasks added, updated, or completed
• Status changes
• Budget updates and cost entries
• Change orders created or approved
• Daily logs submitted
• Files uploaded
• Team members added or removed

Each entry shows what changed, which project it belongs to, who made the change, and when. Click any activity entry to jump to the relevant project and see the full context.

Team Tab

The Team tab shows all team members across your projects and their current workload.

For each team member, you can see:

• Their name and role (Admin, Manager, Contractor, Stakeholder)
• How many tasks are assigned to them
• Which projects they are part of
• Their active task count (tasks currently In Progress)

This helps you spot overloaded team members or contractors who might have capacity for more work. Click a team member to see their assigned tasks in detail.

The Menu Button

In the top-right area of the Dashboard, you will find a gear icon (menu button). This opens a menu with links to areas that live outside of individual projects:

• Reports — access the Reports Hub for portfolio, budget, overdue, and vendor insurance reports. See Reports Hub.
• Contacts — manage your company-wide contact directory. See Contact Directory.
• Settings — manage your account, company profile, subscription, feature toggles, and AI API key. See Settings Guide.
• Help — links to documentation and support resources.

Search: Find Projects and Ask Baulit

The search bar at the top of the Dashboard does double duty:

Project Search

By default, typing in the search bar filters your project list by name or address. Results update as you type. This is the fastest way to find a specific project when you have many.

Ask Baulit (AI Mode)

If you have an AI API key connected, you can toggle the search bar into "Ask Baulit" mode. Instead of filtering projects by name, you can type a natural language question like:

• "Which projects are over budget?"
• "Show me all overdue tasks on the Elm Street project"
• "What is the total value of pending change orders?"

Baulit's AI reads your project data and answers the question directly. See Ask Baulit for more details on what you can ask.

You Have Completed the Launch Pad

You now know the essentials: how to sign up, create a project, manage tasks, and navigate your Dashboard. That is enough to start using Baulit productively today.

When you are ready to go deeper, the Foundation section covers everything else: task status workflows, budgets, change orders, daily logs, team collaboration, files, and reports. Start with whichever topic your project needs first.