Understanding the Project Dashboard in Ontraccr (All Tabs Overview)
📊 Understanding the Project Dashboard in Ontraccr (All Tabs Overview) Overview
Once a project is created in Ontraccr, it gets its own Project Dashboard — a powerful, centralized place where you can view everything related to the project across multiple tabs.
Each tab shows a different part of the project: general info, analytics, files, forms, cost codes, billing, and more.
🎯 What the Project Dashboard Lets You Do
- View project information at a glance.
- Access project-specific files, notes, and attachments.
- Manage billing, invoices, and work orders.
- Track cost codes, budgets, and contracts.
- View analytics and custom reports tied to this project.
🧩 Full List of Available Tabs
When viewing a project, you’ll see these tabs across the top:
| Tab | What It Shows |
|---|---|
| 📋 General Info | Basic project details (name, address, division, client, custom fields) |
| 📈 Analytics | Project-specific dashboards and reports |
| 📂 Files | Project folders and files |
| 📝 Notes | Internal communication and notes |
| 📎 Attachments | Files and images from submitted forms |
| 🗒️ Forms | Any custom forms created specifically for this project |
| 💵 Payables | Purchase orders and vendor invoices |
| 💰 Billing | Receivable invoices (what clients owe you) |
| 🛠️ Work Orders | All work order forms tied to this project |
| 🔄 Changes | All change orders related to this project |
| 🗂️ Other Forms | Any forms linked to the project that don’t fit into the above categories |
| 🧱 Cost Codes | List of assigned cost codes |
| 🚜 Equipment | List of assigned equipment |
| 📊 Budget Tracking | Financial overview (labor, material, overhead, equipment, profit) |
| 📜 Contract | Contract details (setup separately) |
| 🛤️ Progress | Real Time Costs & Comparison to Budgeted Values |
| 📅 Gantt | Gantt chart view of the project timeline (if enabled) |
⚙️ Customizing Visible Tabs
You can choose which tabs appear for different project types!
- Go to Settings → Customization → Tabs.
- Select the Project Type (e.g., Service Job, Commercial Build).
- Check or uncheck tabs depending on what’s relevant.
✅ Cleaner dashboards by hiding unused sections!
🧠 Tips & Edge Cases
Tabs vary by Project Type:
A "Service Job" might show fewer tabs than a full "Construction Project."
Custom Fields Show in General Info:
Any custom fields created under Settings → Custom Fields will appear in the General Info tab.
Analytics Tab is for This Project Only:
These dashboards only show project-specific data, unlike company-wide dashboards.
Forms Can Be Customized per Project:
You can import or create project-specific forms under the Forms tab (explained later).
✅ Example Scenario
You're managing a 6-month commercial project.
- You check the Analytics tab weekly to track hours and costs.
- You review Work Orders in their own tab.
- You store engineering drawings under Files.
- You monitor invoices under Billing and Payables.
Everything is neatly separated and easy to access!
🚀 Summary
The Project Dashboard in Ontraccr is your one-stop hub to view, manage, and control every detail of a project — all organized into simple, intuitive tabs.