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Overview of the Dashboard

Austin Brummer avatar
Written by Austin Brummer
Updated over 4 months ago

1. Introduction to the Dashboard 0:00

  • The video provides an overview of the Requidex dashboard.

  • This is the first screen you see upon logging in.

2. Navigation Menu 0:10

  • On the left-hand side, you will find the navigation menu with the following platforms:

    • Dashboard

    • Project

    • Sites

    • Requisitions

    • Assignments

    • Users

    • Trades

    • Workers

    • Rates

    • Timesheets

    • Invoices

    • Credit Notes

    • Purchase Orders

  • Further details on these tabs will be covered in subsequent videos.

3. Requisition Stats Overview 0:21

  • The dashboard displays requisition statistics, including:

    • Total requisitions raised

    • Total requisitions approved

    • Total requisitions rejected

    • Total requisitions assigned

    • Total requisitions cancelled

4. Invoice and Rate Information 0:34

  • You can view:

    • Invoices

    • Rates

    • Hours worked

  • This information can be filtered by project.

5. Project-Specific Data 0:51

  • Use the drop-down menu to:

    • Change the project for a detailed view

    • Get a broad overview of all projects.

6. Date Range Adjustment 1:04

  • You can adjust the date range for the displayed statistics, which will update the information accordingly.

7. Map Section 1:04

  • There is a map section available to visualise the different locations of your projects.

8. Conclusion 1:04

  • This concludes the short overview of the main dashboard.

Link to Loom

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