Your Dashboard is the one list of the work you hold with every prime you work for. Each row is a commitment, and the row tells you the project it sits on, what it is worth, and how many items still need you.
Applies to: Vendors (subcontractors) working under a prime in Contracts Connected.
Steps
Select Dashboard in the left sidebar, or use the ⌘D shortcut shown next to it.
Read the table. The columns are Project, Commitment, Prime Project Number, Your Project Number, Prime, Value, Action, and Status. Each row is one commitment on one project.
Narrow the list with the controls above the table. The Search projects… box narrows the list by project name. Prime opens a Search primes… box over the list of primes you work for. Status offers Active, Closed, and Terminated. Contract phase offers Executed, Out for Signature, Awaiting your signature, Redlines Received, and Redlines Returned.
Select Needs action to show only rows with outstanding items. The button fills in red, a Needs action chip appears under the filter row with an X to remove it, and the right side reads Showing 1 of 1 with a Clear all link beside it.
The column headings carry a small pair of up and down arrows, the usual sort control.
Check the Action column for the red count, for example 6 need action. Select it to open your Tasks page filtered to that project, with the Filters badge showing 1. (What the count includes was not confirmed in this build check. The same commitment reads 6 need action here and Action Required: 3 items need you on this project on the project page, so the two are not the same measure.
Add your own job number by selecting Set your number in the Your Project Number column. The cell turns into a text box with the placeholder Project number. See "How do I set my own project number?" for the full steps.
Select the prime's name in the Prime column to open a Contact panel with their contact's email, mobile, title, and company, plus View full profile and Close.
Select a row to open that project. (The row click itself was not exercised in this build check, though the row does carry a link to the project page.
the Dashboard with the commitment table and the filter row above it
the Needs action filter turned on, with the chip, Showing 1 of 1, and Clear all
What happens next
Opening a row takes you to the project page. Under the project name the header shows the prime's project number on its own with no label next to it (36C26225C0277 in the current build), then Your ref, the value, the prime, and the prime's contact. Under the header are three tabs: Overview, Tasks, and Documents.
Overview shows a banner such as Action Required: 3 items need you on this project with a Complete your tasks button. Below it is your Contract row, tagged Awaiting your signature with a Remind signer button, then the Contract package list (5 of 7 current, 2 Missing, 5 Viewed in the current build) with each document's status and an action button, either Submit document or View.
Tasks lists the tasks tied to that project. In the current build it reads "No tasks for this project yet."
Documents says "Showing your approved and completed documents, ready for download. Submissions awaiting review and in-flight approvals live on the project's Tasks page." It has Views (3), Period, Commitment, and Type controls above the list.
To get back to the full list, select the home icon in the breadcrumb at the top of the page, or select Dashboard in the sidebar again.
the project page header and the Overview tab with the Action Required banner
If this doesn't work
If a project you expect is not in the list, clear the Search projects… box first, then clear the Prime, Status, and Contract phase dropdowns. The Needs action button also hides rows, so select Clear all before you decide something is missing.
If the count in the Action column does not match what you see on the project, open Tasks in the sidebar, select Filters, select the project's checkbox under Project, then select Apply. The same popover has a Show waived tasks checkbox. (Whether that checkbox is what hides waived tasks was not confirmed in this build check.
If you are looking for a document that is already approved, it is not on the Dashboard row. Open the project, then the Documents tab, which holds your approved and completed documents.
If you do not see any rows at all, select Companies in the sidebar. That page lists the primes you are connected to under Prime, with Contact, Projects, Tasks, and Overdue counts beside each one.
Still have questions? Just reply, and we're happy to help.