Dashboards and phases help teams structure their Project Sheets based on workflows such as specification, procurement, budgeting, scheduling, or client approvals.
For example, the Interior Designer Dashboard can have tabs such as Product Specification and Approvals which contain columns needed for the design team, and on the other hand, the Procurement Dashboard can have tabs like Purchase Order and Order Tracking that contain columns important to the procurement team.
🧭 Understanding Phases and Dashboards
Before configuring dashboards, it’s important to understand the relationship between phases and dashboards.
1️⃣ What Is a Phase?
A phase is a set of columns grouped together for a specific workflow or process.
For example:
- Product Specification → specification-related columns
- Procurement → supplier and pricing columns
- Estimation → estimation-related columns
Each phase can contain different columns depending on the information you need to work with.
2️⃣ What Is a Dashboard?
A dashboard is a collection of phases grouped together.
For example, a Design Dashboard might contain:
- Product Specification
- Procurement
- Estimation
- Budgeting
- Client Approval
- Schedule
Users can switch between dashboards using the dashboard dropdown.
⚙️ Managing Dashboards
1️⃣ Edit Existing Dashboards
Click Edit Dashboard to open the dashboard management panel.
From here, you can:
- Rename dashboards
- Add phases
- Reorganize phases with drag-and-drop
- Manage dashboard permissions
2️⃣ Create a New Dashboard
- Click Add Dashboard.
- Enter the dashboard name.
- Configure permissions.
- Save the dashboard.
Note: Newly created dashboards will not appear in the dropdown until they contain at least one phase.
📑 Duplicating and Moving Phases
1️⃣ Duplicate a Phase
- Click the three dots next to a phase name.
- Select Duplicate.
This creates a copy of the phase with the same columns and structure.
2️⃣ Move a Phase to Another Dashboard
- Open the ⋯ menu on the duplicated phase.
- Select Move to Another Dashboard.
- Choose the destination dashboard.
🧱 Managing Columns Inside a Phase
Columns can be added, reordered, enabled, or configured in several ways.
1️⃣ Insert Columns
Hover over the three dots menu on a column header to:
- Insert a column to the left
- Insert a column to the right
You can then choose from existing Fohlio columns.
2️⃣ Reorder Columns
Columns can be reorganized by:
- Dragging and dropping directly in Project Sheets
- Using the Column Selector
- Using Edit Column Sequence and Settings
3️⃣ Use the Column Selector
Click Columns to open the Column Selector side panel.
From here, you can:
- Enable or disable columns
- Reorganize columns
- Search for columns quickly
4️⃣ Edit Column Sequence and Settings
Click the three dots menu next to the phase name and select:
Edit Column Sequence and Settings
This panel allows you to:
- Reorder columns
- Edit column properties
- Configure visibility per phase
🏷️ Editing Column Details
To edit a column:
- Hover over the three dots menu next to the column name.
- Select Edit Column Details.
From here, you can:
- Rename the column
- Add a description
- Configure where the column appears
- Select column properties
📦 Column Properties
Fohlio columns can use different property types:
Product Info
- Same value across all projects for the same item
- Common for specifications like dimensions, materials, or model numbers
Cost/Price
- Pricing-related fields
- Used in calculations, budgeting, and financial reports
Project Management
- Values can vary between projects
- Common for statuses, approvals, or installation tracking
Pro tip 💡: Choosing the correct column property is important because it affects how data behaves across projects.
Want to understand column properties further? Check this article.
We hope this article was helpful, please rate the article, and reach us via Live Help if you still need assistance.