When the user logs into iSpec the default page to open is the dashboard.
The dashboard shows any outstanding tasks, recent and favourite projects.
An overview of how many approvals, bid evaluations, negotiations, unread tender and template messages, deliverables and library reviews are also listed.
The dashboard also shows graphs related to awarded and projects where the user is specifically assigned as the project owner.
Information can be filtered to show information for ALL projects, only the logged in users projects or only user projects which require the users attention.
Additional filters are also available for dates ,business units, vendors, categories and item types.
Note: In order to view the graphs/charts ensure that the permissions are turned on in User type permissions
By default, the following items are not permission-controlled and should be visible to any user:
Outstanding tasks, Recent projects, Favorites, User Help, Overview
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iSpec main menu - Access tenders, templates, reports, clause library and iSpec administration pages.
These menus are controlled by the User type permissions and depending on the User type assigned to the user will depending what menus they see.
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Favourites & recent projectsShows the recent projects or templates that were recently accessed and were set as favourite.
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Overview
Shows the current progress in the various stages of the tendering process.
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Lists any other outstanding tasks that are not covered by the dashboard.
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Use the filters to update the dashboard. You can also change the setting to show ALL project information or only information the user has roles in.
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Customise the iSpec homepage.
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