BidUnity DocsGetting started
Use your dashboard
Read and customize the cards on your dashboard.
Who can do this: Everyone. Which cards you can turn on depends on your user type.
Your dashboard is a page of cards that sum up your tasks, projects, proposals and procurement. To open it, click the BidUnity logo at the top left of any page.
The cards
Each user type starts with its own set of cards turned on. You can turn any card you have access to on or off.
| Card | What it shows | On at first for |
|---|---|---|
| Recent projects & proposals | The projects and proposals you opened lately, so you can jump back in. | Everyone |
| My task summary | How many of your tasks are Open, Due soon (due in the next 7 days) and Overdue. It counts tasks assigned to you and unassigned tasks for your work roles. | Everyone |
| Due soon tasks | A list of your tasks that are due soon. | Field/shop workers |
| Overdue tasks | A list of your tasks that are past their due date. | Standard users |
| Project pipeline | Counts of Open, Active and Closed projects, and of My open, My active and My closed projects, which are the ones you created. Closed projects are the ones marked Completed, and open projects are all the rest. Active projects are the ones that are neither closed nor still at Request for Pricing. Field/shop workers only see counts for projects they are scheduled for. | Company admins and Standard users |
| Finalized proposals | How many proposals your company finalized in the Last 3 months, Last 30 days or Last 7 days. Field/shop workers can't add this card. | Company admins and Standard users |
| Procurement needs action | Counts of items that need action, Open requisitions, Issued POs and the total open, with links to Procurement. | Company admins |
| Tasks | Overdue, open and recently completed tasks across all projects, with a View all tasks link. | Company admins |
| Project status distribution | How many projects are in each status. Field/shop workers only see projects they are scheduled for. See Project statuses. | Company admins |
| Procurement status distribution | How many open procurement items are in each status. See Procurement statuses. | Company admins |
| Team task activity | Your team's active tasks and tasks completed in the last 30 days, with each person's open and overdue counts. Only company admins can add this card. | Company admins |
The Tasks, Procurement needs action and Procurement status distribution cards count your whole company for every user type. For Field/shop workers, that includes projects they can't open.
If part of the dashboard can't load, you see Some dashboard sections are partially unavailable. The rest of the cards still show.
Choose and order your cards
- On your dashboard, click Customize dashboard. On a phone the button says Customize.
- In Card visibility & order, tick a card to show it, or untick it to hide it.
- Use the up and down arrows beside a card to move it up or down the page.
- Click Done customizing (on a phone, Done).
To go back to the cards your user type starts with, click Reset to defaults in the same panel.
What happens next
- Your choices save on their own as you make them, and they follow you when you sign in on another computer. Each user has their own dashboard.
- If BidUnity can't save your choices, you see Dashboard preferences were saved locally but could not sync to server. Your choices still apply in this browser.
- If you hide every card, the dashboard shows No visible cards. Turn at least one card back on.