What this guide covers
Dashboard tiles
Depending on your role, you see KPI tiles such as Active Projects and Clients. Tiles with links take you directly to the filtered list they represent.
Estimates pipeline
The Estimates Pipeline section groups estimates by status so you can spot drafts, items awaiting client approval, and approved work. Use View all estimates to open the full list.
Assigned work
If projects or tasks are assigned to you, they appear in dedicated sections on the dashboard with quick links to open the record.