Initial Company Dashboard Navigation

After logging into SmartPM, users will be guided to the Company Dashboard. The Company Dashboard provides users with a complete listing of all projects loaded into the system.

NOTE: upon first set up, users may not see any projects until a project has been imported.

1. If multiple companies are set up under one account, users are able to access specific companies from the drop-down.

2. Dashboard – click the Dashboard button to quickly access the Company Dashboard

3. Resources - click to access

   1. 1.Suggestion Box

   2. Customer Service Number Quick

   3. How-to Tutorial User Manual

4. Help – click to access topics on SmartPM features and FAQs for navigating the application

5. Admin – click to access features such as:

   1. 1.Company account setup

   2. Control user functions

   3. Set roles and Privileges

   4. Adjust billing Information

6. Add New Project – click to add a new project