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
■ Drafts— This section displays forms that you have begun to enter data for but have
not submitted. A draft is not numbered and has not been assigned to anyone.
■ Assigned To Me— Forms that have been assigned to you and require an action from
you. This section only displays in the Project Personal dashboard.
■ Assigned By Me— Forms that you have assigned to other project members. This section
only displays in the Project Personal dashboard.
■ Posted Items— This section displays forms in the project that have been posted but
not assigned. For example, a Meeting Minutes form is often posted for all project members
to review but is not assigned to anyone. This section is only displayed in the Project
Personal Summary and Project Executive Summary dashboards. Note that once you have
opened and viewed a posted item, then that item is removed from your Project Personal
Summary dashboard. However, the items are still displayed in the Project Executive
Summary dashboard.
■ Discussions— This summary displays unread discussion threads that you have been
added to as a participant. Once you have read the discussion it does not display on your
dashboard. This section is only displayed in the Project Personal dashboard.
■ Sub-projects— This section lists any sub-projects and the total number of items that
are open and closed in each project. In the Site and Project Executive dashboards this
section shows all the items that are currently open in the project including sub-projects.
The Site and Project Personal dashboards displays the number of items that are assigned
and issued by you. You can also see the number of items that are overdue. This section
displays in the Site and Project Personal and Executive dashboards.
The dashboard is not automatically updated when another member makes a change that
affects you, or when assigned items become past due. To ensure that you are seeing the
most current data, such as, overdue items and assigned items, you should refresh your
dashboard frequently by clicking the Refresh toolbar button,
.
278 | Chapter 18 Dashboard Overview