Introduction

The SiteInsights Dashboard has five main tabs in the left sidebar:

• Overview — high-level summary of project progress, completion status, trend projections, and per-item breakdowns.
• Table — matrix view of progress organized by levels, work areas, and trades or vendors.
• Gantt — task-level progress visualized against the planned schedule.
• History — processing status of each capture and the SiteInsights processing pipeline.
• Settings — dashboard display options, the project’s primary tracking metric, and vendor access to SiteInsights.

From the Overview, Table, and Gantt tabs (but not History or Settings), you can drill down into two sub-views:

• Progress Detail — a slide-in panel with detailed KPI cards, projection options, and per-item breakdown.
• Drawing View — the spatial context view with a floor plan, BIM element overlay, and the TwinLens 360 panorama viewer.

The SiteView shortcut at the bottom of the left sidebar opens the project's SiteView directly from the dashboard.

Note: A Go to Previous Version link is available in the header of every tab. Select it to switch back to the SiteInsights 3.0 dashboard for the same project.

Dashboard Controls

The Overview, Table, Gantt, and History tabs share a common set of controls in the dashboard header. The filter bar is in the top-left, and the chart panels below it adapt to the controls.

• Capture Date Selector — Select a capture date to view progress as of that date. Use the left and right arrows to navigate between available capture dates.
• Location Filter — Filter the dashboard by level and work area using the {Level Name} › {Work Area Name} dropdown.
• Trade / Vendor Filter — Filter by trade or by vendor using the respective dropdown. Vendors are nested under their parent trade.
• Metric — Select the progress metric to display. Options are Percentage (%) and Value. These options require a unifying custom metric. Without one, progress displays in each category’s own unit of quantity.

Overview

The Overview tab provides a high-level summary of overall project progress. It is divided into two main panels visible in the image above: the Completion panel on the left and the Progress Trend & Forecast panel on the right.

Completion

Each category is measured in its own unit — walls in square feet, ducts in linear feet — so an overall average requires a unifying custom metric, such as cost, set during SiteInsights project setup.

When a unifying metric is applied, the Completion panel displays overall progress using a donut chart that shows the percentage of work completed and the percentage behind schedule.

Below the donut chart, progress is broken down by group. Use the Group by dropdown to organize by Work Phase, Trade, Vendor, Level, Category (default), Subcategory, or Work Area. Each group item displays its individual progress percentage and a status badge:

• Behind — Progress is behind the planned schedule.
• Ahead — Progress is ahead of the planned schedule.
• On Time — Progress is on track with the planned schedule.

Use the Sort by dropdown to change the sort order of group items (Most Behind by default, or A–Z).

Without a unifying metric, no donut is shown — the panel lists each group’s progress and status badge. Group by and Sort by work the same in both cases.

Note: The Behind badge can be hidden from your own view. See the Settings section.

Select the arrow icon next to the Completion header to open the Progress Detail drill-down (see below).

Progress Trend & Forecast

When a unifying metric is applied, the Progress Trend & Forecast panel displays an S-curve chart comparing actual progress against the planned schedule, with a forecast projection.

• Projection based on — Select the projection basis from the dropdown (30-Day Average, 90-Day Average, or Project Average).
• 30-Day Average — Displays the average weekly progress rate (e.g., 1.19% / wk).
• Time to Complete — Shows the estimated number of weeks remaining and the projected completion date. If the project is behind schedule, a behind-schedule indicator is displayed (e.g., Behind 240 days).

Note:

• The forecast summary card appears once the project has enough initial data to produce a reliable forecast — at least 12 processed captures and an overall progress of 10% or more.
• Until both conditions are met, the card is hidden and the panel shows progress data without a forecast summary. The card appears automatically as more captures are processed; no setup is required.

The chart legend includes:

• Actual (blue, filled area) — Actual progress recorded to date.
• Planned (gray line) — The planned schedule baseline.
• Forecast (light blue, filled area) — Projected future progress based on the selected projection basis.

A Today marker indicates the current date on the chart. Use the Date Scale (+/−) controls in the chart footer to zoom in or out.

Note: Forecast trend lines and the estimated time to complete appear only while Forecast Trends is turned on. See the Settings section.

The Progress Trend & Forecast panel has a Total / Breakdown toggle at the top right:

• Total — Shows the aggregate progress for the entire project against time. Requires a unifying metric so categories with different units can be summed.
• Breakdown — Shows individual work progress and projection broken down by the current Group by selection. Use it to compare production rates across categories, trades, or work areas and spot where one group is pulling ahead or falling behind the others.

Without a unifying metric, the chart plots one color-coded curve per group. Select a group in the Completion list to highlight its curve against its planned baseline; the 30-Day Average and Time to Complete recalculate for that group.

Table

The Table tab displays progress in a matrix format, organized by levels and work areas (rows) against trades or vendors (columns). The header toolbar holds three action controls: View Progress Detail, View Drawing, and Table Settings.

Group by Options

At the top of the table, use the Group by toggle to switch between:

• Trade — Columns represent trades.
• Vendor — Columns represent vendors.

Reading the Table

• Rows are organized hierarchically: Level › Work Area. Select the expand/collapse arrows to show or hide work areas within a level.
• Columns represent the selected grouping (Trade or Vendor). Each column header displays the trade or vendor name.
• Total column — The first data column after Level/Work Area displays an aggregate Total progress value for each row.
• Cells display progress as a percentage value with green color intensity indicating completion level.

Table Actions

The three toolbar buttons (shown in the screenshot above) are:

• View Progress Detail — Opens the Progress Detail drill-down with data filtered to the currently selected tasks.
• View Drawing — Opens Drawing View for the selected tasks.
• Table Settings — Configure table display options.

Note: The Highlight Delayed Tasks toggle was removed from the Table toolbar. Behind-schedule highlighting is now controlled for the whole dashboard from the Settings tab.

Note: To select multiple tasks at once, hold Shift and click the cells. The number of currently selected tasks is displayed next to the action buttons (e.g., "11 Tasks Selected").

Gantt

The Gantt tab visualizes task-level progress against the planned schedule. The header toolbar holds two controls: the Breakdown by dropdown and Gantt Settings. Below the toolbar, the task tree (left) and timeline (right) fill the rest of the view.

Breakdown Options

Use the Breakdown by dropdown to organize the task hierarchy. Options include Location (default), Trade, and Vendor.

The task tree on the left side displays a hierarchical structure based on the selected breakdown. With Location, the rows go Level › Work Area › Category › Subcategory, and each item stops at the level where it carries new information:

• Single-phase items roll up to the subcategory. The subcategory row shows the activity and work area directly, with no separate phase or activity row under it (for example, Exterior Wall in the screenshot above).
• Multi-phase items show one row per work phase under the subcategory, and each phase row carries its own activity details (for example, Interior Wall with its Metal Stud and Paint phases).

Each task row displays:

• Task - The category, subcategory, or work phase name within the hierarchy.
• Activities - The associated schedule activity, if linked.
• Work Area - The work area the activity belongs to.
• Start Date, End Date, Progress - Planned schedule dates and the current progress percentage.

Gantt Bar Legend

The Gantt chart uses color-coded bars to represent task status:

• Actual (In Progress) — Blue. The task has been detected and is currently in progress. The bar length represents the actual duration to date.
• Planned — Gray. The planned schedule duration for the task.
• Completed — Green. The task has been completed.

By adjusting the Capture Date in the dashboard header, you can compare current task progress against the planned schedule at different points in time.

History

The History tab displays the processing status of captures and provides visibility into the SiteInsights processing pipeline. The screenshot shows the pipeline strip at the top, the capture list below, and the Processing Detail panel on the right.

SiteInsights Processing

The top of the History tab displays the processing pipeline as a three-step progress indicator:

• 1. Awaiting Upload — The capture is waiting to be uploaded.
• 2. Capture Processed — The capture has been processed (pano generation complete).
• 3. SI Tracked — SiteInsights tracking has been completed for the capture.

Capture List

Below the processing pipeline, a table lists all captures with the following columns:

• Capture — The capture date, sorted in descending order by default. Select the column header to change the sort order.
• Status — The current processing status of the capture, displayed as either a status badge (e.g., Done with a green checkmark) or a series of processing stage icons.

Use the Items per page dropdown at the bottom to control how many captures are displayed per page. The default is 10 items per page.

Processing Detail

Select a capture in the list to view its details in the right-side panel. The panel displays the capture metadata (SiteView ID, Creator, Created / Updated dates) and the Processing Detail section, which shows the processing status for each level in the project:

• Waiting for pano — Only pano metadata has been uploaded.
• Capture processing — Capture is actively being processed.
• SI pending — SiteInsights tracking is queued.
• SI in progress — Tracking is underway.
• SI Tracked — All processing completed.
• No Capture — No capture data exists for this level.
• Invalid Capture — Capture data exists but cannot be processed.

Settings

The Settings tab holds display options for the dashboard, the project’s primary tracking metric, and vendor access to SiteInsights. Select Settings at the bottom of the left sidebar to open it.

Schedule Insights

Two toggles control how schedule status is presented across the dashboard:

• Behind-Schedule Items — Adds a Behind badge to any item that has fallen behind schedule. Turn it off to hide the badge.
• Forecast Trends — Shows forecast trend lines and the estimated time to complete. Turn it off to hide forecast projections.

Note:

• Available to Project Members and above.
• Both toggles apply to your own view only. Changing them does not affect what other project members see.
• Forecast Trends stays unavailable until enough progress data has accumulated across processing runs. Until then, the card reports the current overall progress and the number of processing runs completed so far.

Primary Tracking Metric

Shows the project’s primary tracking metric with its Display Name, Unit, and Display Method. Select Edit Metric to change it.

Note: Available to Project Admins only.

Vendor Permissions

• Allow Vendors to Their Own Tasks — Lets vendor user groups with Project Member permission open SiteInsights, where they see only the tasks assigned to them. Vendor groups are defined in Settings > Groups.

Note: Available to Project Admins only.

Note: Primary Tracking Metric and Vendor Permissions were previously managed in Project Access Control (PAC).

Progress Detail (drill-down)

Progress Detail is a slide-in panel accessible from three of the five main tabs: Overview, Table, and Gantt. (Not available from History or Settings.) It provides a more detailed breakdown of the currently filtered scope.

The top of the panel contains the KPI cards row, the projection dropdown, and the S-curve chart. The projection dropdown is highlighted in the screenshot because it is the only control on the panel that needs to be located explicitly — the cards and chart fill the rest of the panel.

The KPI cards are:

• Overall Completion — A donut chart showing actual versus planned progress with quantities. This donut always displays — Progress Detail covers a single category or trade, so no unifying metric is needed.
• Planned Due Date — The planned completion date with the number of weeks remaining.
• Estimated Completion — The projected completion date based on current progress, with a behind-schedule indicator if applicable.
• Rate to Meet Due — The weekly progress rate needed to complete the project on schedule, along with the percentage increase required.

Below the KPI cards, the Progress per Items section lists individual levels or work areas with their progress percentages. Use the sorting and grouping options to organize the list:

• Sort by — Sort items by progress or by name.
• By Location / By Trade — Toggle between location-based and trade-based grouping.

Each item displays its progress percentage (actual / planned), a status badge (Behind if behind schedule), and an Open Drawing View link to navigate directly to Drawing View for that level or work area.

Drawing View

Drawing View is the spatial context view for the dashboard. It combines a 2D floor plan, a 360 capture viewer, a BIM element overlay, the BIM Compare visualization, and the Work Detail panel.

Accessing Drawing View

Drawing View can be opened in three ways:

• From the Table tab — Select one or more cells in the matrix, then select View Drawing in the table header. Drawing View opens scoped to the selected work areas.
• From the Progress Detail panel — In the Progress per Items list, select the Open Drawing View link next to a specific level or work area.
• From the Gantt tab — Select a task row to open Progress Detail, then select Open Drawing View on the level or work area.

Floor Plan and Capture Viewer

When Drawing View opens, the default view is a split layout: the 2D floor plan on the left and the capture viewer on the right.

The floor plan shows the level layout for the selected work area, with blue dots marking the locations of available 360 captures. Selecting a blue dot loads the 360 panorama for that location into the capture viewer.

Use the Status and Work Phase toggle at the top-left to switch between viewing BIM elements by their current tracking status or by their planned work phase.

The BIM Elements legend panel in the bottom-left of the drawing controls which elements are colored. Select a checkbox to show or hide that status on the drawing. The statuses are in two groups:

Progress - shown by default.

• Completed - All work phases are done.
• In Progress - Some work phases are done.
• Incomplete - No work phase has started.

Not Evaluated - hidden by default. Select the checkbox to show them.

• Future Activity - The task starts more than 30 days after this capture, so it is not evaluated yet.
• Never Measured - No progress has been determined for this element yet. This may occur because the BIM element was recently added or is outside the detection range.

Two switches beside the Status / Work Phase toggle add a highlight on top of the status colors. Both are off by default:

• Out of Range - Shows BIM elements that are outside the detection range with a light grey diagonal hatch pattern.
• Overdue - Highlights in red the tasks that are not yet complete although the capture date has passed the scheduled end date.

How far SiteInsights can check

SiteInsights checks BIM elements based on how far they are from the camera and how much of them the camera can see.

• Within 33 ft (10 m) of the camera, every element larger than 4 in (10 cm) is checked.
• Between 33 and 98 ft (10-30 m), only elements showing at least 21.5 sq ft (2 m²) of visible surface to the camera are checked, such as walls and major equipment.
• Beyond 98 ft (30 m), nothing is checked.
• Very small items that fit inside a 4 in (10 cm) cube are not checked automatically, at any distance.
• Out of Range and Never Measured mean the element was not checked. They do not mean the element is missing; confirm by looking at the capture.
• Plan your capture so the camera passes within 33 ft of the work you care about. For overhead work, the ceiling height counts toward that distance.

BIM Compare

Switching the toolbar tab to BIM Compare changes Drawing View into a comparison mode. The 2D drawing and the 360 panorama get a BIM element overlay rendered on top in green wireframes, showing as-planned BIM geometry against the as-built capture. Use it to spot mismatches between the BIM model and the field.

In BIM Compare mode, the capture viewer exposes three viewing modes, accessible from the buttons on the left side of the viewer:

• Dual — Two synchronized panoramas side by side. Use this to compare captures from different dates at the same location.
• Single Camera — A single 360 panorama. Use this for the standard single-capture view with the BIM overlay.
• TwinLens — A dockable, floating 360 viewer that can be split, compared, or detached as a floating window for side-by-side review.

Work Detail

Select the info icon at the top right of Drawing View to open the Work Detail panel. The panel aggregates metadata for the current scope (filter selection plus selected BIM Compare elements). It has two sub-tabs: Summary and Elements.

The screenshot below shows the Elements sub-tab active. The table lists every affected BIM element with its BIM Element ID, Status, and Work Phase. A legend below the table explains the element statuses: Complete, Incomplete, Future Activity, Not Tracked, and Out of Range. A Change button at the bottom right edits the status of selected elements.

Elements are grouped by Main Category > Sub Category by default. A Group column at the left of the table lists each category and subcategory with its element count; select the arrows to expand or collapse a group. To remove a level of grouping, select the remove icon on its chip above the table.

The Summary sub-tab displays aggregate metadata for the current scope: Category, Subcategory, Work Phase, Level, Work Area, Quantity, Element Count, Schedule, and Activities.

Adding columns to the Elements table

The Elements sub-tab shows three columns by default: BIM Element ID, Status, and Work Phase. To show additional columns, select the Columns tab on the right edge of the panel. A side panel opens listing every available column. Check any of the following to add them to the table:

• BIM Element ID (default)
• Status (default)
• Work Phase (default)
• ID
• BIM Name
• External ID
• Completed At
• Main Category
• Sub Category
• Vendor
• Level
• Work Area

Use the search box at the top of the panel to filter long column lists. Unchecking a column removes it from the table. The Row Groups section at the bottom of the panel lists the active grouping (Main Category and Sub Category by default); select the remove icon on a group to remove that level of grouping.

To change the status of one or more BIM elements, use the Elements sub-tab:

• Select the Elements sub-tab.
• Check the box next to each BIM element to update. Selected rows are highlighted.
• Select Change at the bottom right of the panel.
• In the Change dialog, set the new Status and, when the status is Complete, the completion date.
• Select Save.

The Status column updates immediately and the BIM overlay recolors to match.

Export BIM Status Drawing

To generate a status-coded drawing snapshot for sharing in meetings or reports:

• Open Drawing View for the Level and Work Area to export.
• Select Export BIM Status Drawing from the export menu (share icon at the top right of Drawing View).
• In the dialog, select Level, Work Area, Reference Plan, and Subcategory.
• Select Generate.

The status-coded drawing downloads as a PNG file to the default browser download location.

Generate a Progress Report

To generate a progress report in PDF format from any tab:

• Select the Export SiteInsights Report icon in the top-right corner of the header.
• Select Export Progress Report.
• On step 1 (Data), choose from: Capture Date, BIM Categories, Levels, and Task Date Range.