Welcome to our Help Page. Search for answers using the search box below or select the appropriate category listed on the page,if you are unable to find your answer please reach out to us at info@ecommconstruction.com and one of our support team members will be in touch with you.
Popular searches: Submittal, Reset Password, Add a User, RFI, Change Order
Main Dashboard Customization
The enhanced eComm Dashboard gives users more control over how project items are displayed, filtered, organized, exported, and delivered by email. These improvements make it easier to focus on relevant items across multiple projects and create a dashboard view that supports your regular workflow.
Search the Dashboard
The search field allows you to quickly locate dashboard items without manually reviewing every result.
To search the Dashboard:
Open the eComm Dashboard.
Enter a project name, item, description, or other relevant information in the search field.
Review the matching results.
Clear the search to return to the complete Dashboard.
Search results are based on the information available within the displayed Dashboard items.
Filter Dashboard Results
The Dashboard filter panel is located on the right side of the screen.
To filter the Dashboard:
Select Filters in the upper-right corner.
Enter or select the desired criteria.
Apply the filters.
Review the updated Dashboard results.
Available filters may include:
Activity Since
Only Awaiting My Attention
Only Overdue
Search
Item Type
Status
Project
Posted By
Posted On date range
Last Action date range
Final Due Date range
The available filters may vary based on the user’s access and the information displayed on the Dashboard.
Customize Dashboard Columns
The Customize View menu allows you to control the columns displayed on the Dashboard.
To choose which columns appear:
Open the Customize View menu.
Select the option for managing columns.
Choose the columns you want to display.
Remove any columns you do not need.
Apply the changes.
Available columns may include:
Ball in Court
Project
Item
Spec Section Number
Description
Posted On
Last Action
Final Due Date
Final Due In
Column availability may vary depending on the items included in the Dashboard.
Reorder Dashboard Columns
Dashboard columns can be rearranged to place the most important information where it is easiest to see.
To reorder columns:
Open Customize View.
Select Reorder Columns.
Drag each column by its handle.
Drop the column into the preferred position.
Select Save Changes.
Select Reset if you want to discard the changes and return the columns to their previous order.
Create and Manage Dashboard Views
Custom Dashboard views allow you to save different arrangements for specific tasks or workflows.
A view can help you quickly return to a preferred combination of filters, displayed columns, and column order.
To create or update a view:
Apply the desired Dashboard filters.
Choose the columns you want to display.
Arrange the columns in the preferred order.
Save the changes to the view.
Use Manage Views from the Customize View menu to review or manage your available Dashboard views.
Saved views can be useful for tracking:
Items awaiting your attention
Overdue items
Recently updated items
Items from a specific project
Items with approaching final due dates
Export a Dashboard View
Dashboard information can be exported for reporting, offline review, or sharing with other project participants.
To export the Dashboard:
Open the desired Dashboard view.
Apply any necessary filters.
Confirm that the correct columns are displayed.
Select Options.
Select Export View.
Follow the prompts to complete the export.
The exported information will reflect the active Dashboard view and its current settings.
Subscribe to a Dashboard View
Dashboard subscriptions allow you to receive an exported copy of a view by email on a recurring schedule. This can help you monitor important project activity without manually opening and exporting the same view each time.
To subscribe to a Dashboard view:
Open the view you want to receive.
Select Options.
Select Subscribe.
Review or edit the subscription name.
Select a weekly or monthly frequency.
Choose the delivery day.
Select the delivery time.
Select Subscribe to confirm.
For weekly subscriptions, select the desired day of the week. For monthly subscriptions, select the desired day of the month.
The subscription will use the filters, columns, and other settings associated with the selected Dashboard view. Before subscribing, confirm that the view contains the information you want to receive.
Key Takeaway
The enhanced eComm Dashboard makes it easier to monitor project activity across multiple projects. By combining search, filters, customizable columns, saved views, exports, and scheduled email subscriptions, users can create a focused Dashboard that supports their individual responsibilities and reporting needs.