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Dashboard, Portfolio, and Operations

Read BuildX Studio's all-jobs views (Dashboard, Portfolio, Operations, Revisions) and check Connectors and Settings.

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BuildX Studio has four pages that look across every job you can see: Dashboard (studio.mybuildx.com/dashboard), Portfolio, Operations, and Revisions. They read what’s already in your projects; you don’t enter data on them.

What you can do

  • Pick up where you left off from the Dashboard.
  • Compare bids, exclusions, and open reviews per job on Portfolio.
  • Find jobs that need attention on Operations, filtered by Behind, Watch, On pace, Complete, or No signals.
  • Work every revision item on Revisions.
  • Check which integrations are configured on Connectors.

Dashboard

You land here after sign-in. It shows:

  • A greeting with a one-line summary, plus View All Projects and New Project.
  • Your most recently updated job with Continue and View all jobs.
  • Shortcuts: New Project, All Projects, My Work (open and overdue items), and Ask the documents.
  • Focus list: due and overdue revision items, oldest first, with View All.
  • Counts: Active Projects, Pending Revisions, Awaiting Approval, Completed This Week.
  • Revision Health: a bar chart of To Do, In Progress, and Completed items across all jobs.
  • Recent Projects, Set up a new job, and Getting Started (Walk a sample job first, Replay role tour).
  • Usage: your Starter limits for active jobs and submittals this month. See Getting into Studio.

Portfolio

“Every job on one board.” The top shows Bid value tracked, Exclusion lines flagged, Open revision items, and Active jobs. The table lists each job with Status, Bids, Lowest total, Exclusion lines, and Open reviews. Click a job name to open it.

Operations

“Operations, every job.” Each job gets a status from what’s on file:

  • Behind: at least one overdue revision item.
  • Watch: submittals awaiting approval, unpriced takeoff rows, bids with exclusions to review, or items due soon.
  • On pace: activity on file and nothing flagged.
  • Complete: the job’s status is Complete.
  • No signals: nothing on file yet.

Use the status pills to filter, Due in 2d, 7d, or 14d to set the due window, and Search jobs, numbers, customers…. The table shows Job, Status, Needs attention (for example “2 submittals awaiting approval”), Last activity, Due in N days, and Change orders (always a dash; Studio has no change orders).

Revisions

The all-jobs list of revision items with filters and Export CSV. See Revisions and redlines.

Connectors

“Connectors, all in one place” lists the integrations Studio knows about (the ContractorsNearMe client, floor-plan analysis, and error telemetry) with a Configured or Not configured badge. The badge reflects setup only; the page never contacts the service. There’s nothing to connect or sign in to here.

Settings

Your Studio profile and sign-in options. See Getting into Studio.

Good to know

  • Due dates can’t be set on revision items yet, so Focus list, Behind, and Due in counts stay at zero for most jobs.
  • None of these pages pull from MyBuildX. Leads, jobs, and invoices live on mybuildx.com.