How to access and manage Project/Sites Charts & Graphs (May 2024 Release)

Learn how to access and manage Project/Sites Charts & Graphs (May 2024 Release)

 

You can also access and manage charts & graphs for the following features: Dashboards, Inductions, Incidents, Safety Observations, Tasks, Forms, Hazards & Risks, Inspections & Audits, Site Activity, Toolbox Talks, Messages.  Click here to take you to the full list of user guides for Charts. 

 

To access the Charts & Graphs for Projects/Sites go to  the Projects/Sites Tab and locate the bar called Projects/Sites (Charts).  To the right of the bar you will see a dropdown arrow, click on this arrow to open up or create Charts & Graphs for this module.  You can also click on the dropdown arrow to clear the Charts & Graphs view or click on it again to reopen the view.  

 

Chart selector-1

 

If you navigate away from the Module and come back to it you will see the same view that was displaying when you navigated away.

 

Once you have opened the Charts & Graph view hoover over the Filter and + Buttons in the right of the screen and click on the + Button.  Then select if you want 1-4 columns for your row.

 

Chart filter and add

Chart rows 1 - 4

 

Once you have selected your row and the number of columns you can then add your charts & graphs to each column by clicking on the + Button.

 

Chart plus button

 

The  Charts & Graphs available for Projects/Sites are listed below.

 

Charts - projects sites

How to filter and date range your charts and graphs

 

You can filter and date range your Charts & Graphs for the entire module by clicking on the Filter button at the top right of the screen  If you do not select a date range it will auto default to the last three year period. You can not filter or date range on individual rows or columns.

 

Chart filter selector

 

For more a more detailed training guide on how to create and manage charts click here.

 

If you need any further help or have any questions please contact the support team by email: support@siteconnect.io or Ph: 0800 748 763