User manual
Table Of Contents
- Contents
- Autodesk® Buzzsaw
- Buzzsaw
- Welcome
- Accessing Your Site
- Read Me
- Getting Started
- Navigating the Workspace
- Site and Project Administration
- Archiving Site, Project, and Folder Contents
- Cloning a Project
- Granting Anonymous Public Access
- Converting Project and Standard Folders
- Project Properties
- Ownership of a Project, Folder, or File
- Working with Site and Project Statistics
- Site Administrator Tasks
- Welcome Email Options
- Managing Site Information Pages
- Creating a New Member
- Editing a Member
- Adding a Member to a Project
- Importing and Exporting Members
- Creating a Group
- Project Administration Tasks
- Adding a Member to a Project
- Editing Members of a Project
- Groups
- Permissions
- Activity Logs
- Information Pages
- Folders
- Files
- About Project Files
- Using the View Tab
- Using the Discussions Tab
- Using the Versions Tab
- Using the Markups Tab
- Using the Form Links Tab
- Adding a File
- Editing a File
- Deleting a File
- Viewing a File
- Adding a Note
- Adding a Link to a Folder or File
- Adding a Link to a Note
- Downloading a Folder or File
- Locking and Unlocking a File
- Recovering a File
- Renaming a File
- Updating a File
- Working with Multiple Views
- Using Properties
- Versions
- Discussion Threads
- Drawings
- External References (Xrefs)
- Find
- Notification Manager
- Recycle Bin
- Viewers and Markups
- Buzzsaw Professional
- Overview of Buzzsaw Professional
- Project Setup
- Global Collaboration
- Dashboard Overview
- Forms Setup
- Working with Form Logs, Workflow and Roles
- Working with Forms
- Adding a Form
- Adding a Comment to a Form
- Viewing a Form
- Editing a Form
- Printing a Form
- Linking Documents to a Form
- General Tab for Forms
- Routing Tab for Forms
- Links Tab for Forms
- Attachments Tab for Forms
- Discussions Tab for Forms
- Versions Tab for Forms
- History Tab for Forms
- Assigning/Re-assigning a Form
- Responding to a Form
- Recalling a Form
- Closing a Form
- Deleting a Form
- Working with Reports
- Working with Submittal Packages
- Bid Management
- Document Register
- Support Options
- Support Options
- Glossary
- Reference
- Using Accessibility Shortcuts
- Logging In and Password Dialog Boxes
- File and Folder Dialog Boxes
- Using the Folder Properties General Tab
- Project Folders
- Standard Folders
- Working Folders Dialog Box
- Recover Folder
- Using the File Properties General Tab
- Download Folder Dialog box
- Recover File
- Ownership Dialog Box
- New Notification Dialog Box
- New Notification Dialog Box
- Automatic Notification File Types
- Daily Summary Time Dialog Box
- Updating Your Time Zone
- File Types that are Indexed
- Supported Bitmap Files
- Forms Display Issues
- Enter URL Address
- Drawings and Viewers Dialog Boxes
- Project Dialog Boxes
- Add/Update to Project - Select Drawings Wizard
- Add/Update to Project - Edit Attributes Wizard
- Add/Update to Project - Import Attribute Template Wizard
- Add/Update Project Documents Wizard - Attach Comment
- Add/Update Project Documents Wizard - Send Email Notification
- Add to Project - Create Note Wizard
- Add to Project - Create Link Wizard
- Preferences and Settings Dialog Boxes
- Email Dialog Boxes
- Site and Project Administrator Dialog Boxes
- Site Administrator's Minimum Required Version Dialog Box
- Member Information Contact Tab
- Active Members Dialog Box
- Remove a Member
- Confirm Member Delete
- Export Permissions As Dialog Box
- Add to Group Dialog Box
- New Group Wizard: Step 2 Select Members
- New Group Wizard: Step 3 Project Memberships
- Select Group Dialog Box
- Add Project Members Dialog Box
- Add to Project Dialog Box
- Activity Log List Options Dialog Box
- Print Activity Log
- Save Activity Log
- Add Information Page Dialog Box
- Import/Export — Select Fields
- Import/Export Members - Import Field Mapping Step
- Import/Export - Select Members Step
- Import/Export Members Wizard
- Import/Export - Send Email Step
- Select Company Dialog Box
- Filter by Company Dialog Box
- Password Requirements
- Add/Remove Roles Dialog Box
- Index
■ Project Level Personal Summary Dashboard— This dashboard displays the total
number of items in the project that have been assigned to you. You can see items due
this week, items due today and all overdue items.
■ Details Dashboard— This dashboard displays all forms in the project. You can sort
the table by form type, items assigned to you or by you, and whether the forms are open,
overdue, due today or due this week.
Viewing the Dashboard
The Dashboard is available at the Site and Project level (folders do not have a Dashboard).
There are different dashboards available depending on whether you are at the site or project
level.
■ Executive view— This dashboard provides an overview of the site or the project. The
Executive summary displays an overview of open action items by form type and by
project (posted items are not included in this count). For example, you will see all open
assigned items for a correspondence log regardless of which project it is in, and you will
see all open assigned items for a specific project. From this view you can easily jump to
a specific project for further details.
■ Personal Summary— This dashboard displays the items that you assigned, items that
are assigned to you, drafts that you have written, and new discussion items.
The Executive Summary dashboard is different from Personal Summary dashboard. The
Personal Summary dashboard displays the number items that are assigned to you, whereas
the Executive Summary displays the number items assigned to all project members.
The Dashboard is divided into the following sections. Depending on which dashboard you
are viewing (Site Executive, Project Executive, etc.) different sections are displayed:
■ Project Information— This section displays information about the project that was
defined in project data. For example you can see the project name, address and the
project number. This section is only displayed in the Project Personal and Project
Executive dashboard. It is not displayed in the Site Executive or Site Personal dashboard.
■ Project Attributes— This section displays information about the project that was
defined in. For example, you can see the project start date, project manager and project
budget information. This section is only displayed in the Project Executive dashboard.
■ Action Items Summary— This section displays open items for each form log. In the
Executive view this section shows all the assigned items that are currently open in the
site (this does not include posted items). In the Personal Summary view, this section
shows all the assigned items that are currently open in the project (this does not include
posted items). This section is displayed in the Site Personal and Executive dashboards
as well as the Project Personal and Executive dashboards.
Dashboard Overview | 277