Navigating the Dashboard

The Main Dashboard

The main dashboard is the first thing you see after logging in. It provides a high-level overview of your entire monitored environment, showing you the overall health of your rooms, active alerts, and key metrics at a glance. Think of it as your command center for everything happening across your spaces.

The dashboard is organized into widgets, each showing a specific piece of information such as room status summaries, recent alerts, or device health trends. The layout is designed to surface the most important information first, so you can quickly assess whether everything is running smoothly or if something needs your attention.

If your organization manages multiple buildings or locations, the dashboard can be filtered to show data for a specific site or rolled up to show the full picture. This flexibility makes it useful whether you are responsible for a single floor or an entire global portfolio.

Navigation Sidebar

The sidebar on the left side of the screen is your primary way to move between different sections of the platform. It provides links to the dashboard, rooms, devices, alerts, reports, and settings. On smaller screens, the sidebar may collapse into a menu icon that you can tap to expand.

Each section in the sidebar is designed around a specific task. The Rooms section lets you browse and manage your physical spaces. The Alerts section gives you a detailed view of all active and historical alerts. The Reports section provides access to generated reports and data exports.

As you explore, you will notice that the sidebar highlights your current location, making it easy to keep track of where you are. Some sections may have sub-items that expand when you click on them, giving you quick access to specific views without extra navigation.

Widget Overview

Widgets are the building blocks of your dashboard. Each widget displays a focused piece of information, such as a count of rooms with issues, a list of the most recent alerts, or a chart showing device uptime over the past week. Widgets update in real time so the data you see is always current.

The platform comes with a set of default widgets that cover the most common monitoring needs. These include room health summaries, alert severity breakdowns, device connectivity status, and trend charts. Each widget can typically be clicked or expanded to see more detail behind the numbers.

Some widgets are interactive, allowing you to filter or drill down directly from the dashboard. For example, clicking on a room count widget might take you to a filtered list of rooms matching that status. This makes it easy to go from a high-level overview to specific details in just one or two clicks.

Customizing Your View

You are not limited to the default dashboard layout. Project Green allows you to customize which widgets are displayed, how they are arranged, and what data they show. This means you can build a dashboard that matches your specific responsibilities and priorities.

To customize your dashboard, look for an edit or customize button, usually found in the top-right area of the dashboard. From there, you can add new widgets, remove ones you do not need, drag widgets to rearrange them, and resize them to fit your preferred layout. Changes are saved to your account, so your customized view will be there every time you log in.

If you manage a specific set of rooms or buildings, consider creating a focused dashboard that only shows data relevant to your scope. This reduces noise and helps you stay on top of what matters most. You can always switch back to a broader view when you need the full picture.

Quick Actions

Quick actions are shortcuts that let you perform common tasks directly from the dashboard without navigating to a separate section. These might include acknowledging an alert, viewing a specific room, or jumping to a filtered report.

Look for quick action buttons or links on widgets and alert cards. For example, an active alert widget might include a button to acknowledge the alert right from the dashboard, saving you the step of navigating to the alerts section first. These shortcuts are designed to speed up your daily workflow.

As you become more familiar with the platform, you will develop your own set of common tasks and workflows. Quick actions help you complete those tasks efficiently, keeping you focused on monitoring and response rather than navigation.