Project Dashboard Interface

The Project Dashboard is the main working screen for a project. You reach it by selecting a project on the Accounts Page and clicking Open. The EQUIPMENT tab is shown by default.

Tip

Hover a row in the table to highlight the matching area on the screenshot. Click the image to zoom in.

	Element	Description
A	Top Bar — global navigation, help, and user settings
A1	Hamburger menu	Opens the Recent Projects panel for quick navigation.
A2	Ex-Online logo	Click to return to the Accounts Page from anywhere.
A3	Scheduled Jobs	Opens the Scheduled Jobs page for background tasks.
A4	Help	Opens help, tutorials, and downloads.
A5	User Menu	Profile, preferences, and log out.
A6	Current User	Shows who is currently signed in.
B	Orange Bar — switch between data tabs and access project settings
B1	Project Name	Shows the current project. Click the circle icon to open the Project Window.
B2	EQUIPMENT	Tagged items — the default view.
B3	ASSOCIATED EQUIPMENT	Related or secondary devices.
B4	DOCUMENTS	Project documents and attachments.
B5	DEFECTS	Defect records.
B6	ACTIONS	Corrective actions.
C	Toolbar — select, edit, export, and add items for the active tab
C1	Toolbar buttons	Buttons change per tab — see each tab’s reference page for details.
D	Grid — data rows for the active tab
D1	Green circle icon	Click to open the Equipment Window for that item.
D2	Equipment grid	Paginated list with inline editing — click a row to select it.

Top Bar

The dark header bar (zone A) is shared with the Accounts Page and runs across every screen.

Element	Description
Hamburger menu	Opens the Recent Projects panel for quick navigation.
Ex-Online logo	Returns you to the Accounts Page from anywhere.
Scheduled Jobs	Opens the Scheduled Jobs page for background tasks.
Help dropdown	Help — opens this documentation site Tutorials — video walkthroughs (external link) Downloads — import templates (see Import Package Format)
User Menu dropdown	Profile — edit your name, phone, and password; view active sessions and log out all sessions Preferences — choose whether to skip the Accounts Page and go straight to your last project on login Log Out — end your session
Current User	Shows who is currently signed in.

Orange Bar

The orange bar (zone B) displays the project name and the navigation tabs: EQUIPMENT, ASSOCIATED EQUIPMENT, DOCUMENTS, DEFECTS, and ACTIONS. The Project Options button (white circle with three dots) sits next to the project name and opens the Project Window.

Toolbar

The toolbar (zone C) changes depending on the active tab. Common controls include Edit, Select, Show Selection, Export to Excel, and filter controls (Filter, Undo Filter, Reset Filter). See each tab’s reference page for tab-specific buttons.

Data Grid

The grid (zone D) displays records for the active tab. Each column is sortable and filterable via the Edit Column Settings icon. See Filtering and Sorting for details.

Each row has a green circle icon on the left — click it to open the detail window for that record (e.g., Equipment Window, Defect Window, Action Window). The icon turns gray while its window is open. Only one detail window can be open at a time.

The pager bar at the bottom provides page navigation, items-per-page control, and a Refresh button.

Project Window

The Project Window provides access to project-level configuration and management. The Project Options button (white circle with three dots) on the orange header bar, next to the project name, opens the Project Window.

(Project Options button — Project Window opens)

The Project Window contains six tabs: Details, Personnel, Events, Import/Export, Backup, and Settings. See Project Window for the full breakdown.

Related Topics

• Equipment — Equipment grid, toolbar, and view settings
• Equipment Window — Tabs, primary items, and edit modes
• Project Window — Project-level configuration and management
• Filtering and Sorting — Filter types, Filter Bar, column filters, and sorting
• Accounts Page — Project list and account-level tabs