| Minimum Software Version | 8.18.10 |
| Solution(s) | Cases International ✓ Cases US ✓ Institutions ⨉ Counsel ✓ |
Project dashboards provide users with a centralized, configurable view of project data, documents, and activity through reusable widgets.
The Project Dashboard allows users to view and manage key project information from a single central location. Dashboards are composed of widgets, each presenting a specific type of project data, such as charts, documents, worksheet records, or news items.
Users may be assigned a default dashboard that cannot be edited. However, users with the correct permissions can create new dashboards or make editable copies of existing dashboards. Multiple dashboards can exist within a single project to support different user needs.
Managing Project Dashboards
Creating and Editing Dashboards
- Users with appropriate permissions can:
- Create new dashboards
- Edit dashboards they own
- Create editable copies of default dashboards
- Default dashboards cannot be edited, but copies are fully editable
Dashboards are assembled by adding and configuring widgets.
Saving and Sharing Dashboards
System admin users can control access to dashboards they create.
Option | Explanation |
|---|---|
 | Allows users to determine who is able to access the dashboard view. There are three options:
This button is visible only when a user is editing an existing dashboard or creating a new dashboard. |
 | This allows the user to save a new dashboard configuration or any changes to existing dashboards. |
Dashboard Access Options
| Option | Explanation |
|---|---|
| Private | Only the dashboard creator can access it |
| Visible to all users | All project users automatically have access |
| Only visible to selected teams | Dashboard is shared only with selected predefined teams |
The access control option is visible only when creating or editing a dashboard.
Save Dashboard
- Saves a new dashboard or any updates made to an existing dashboard
Project Dashboard Widgets
Widgets are the building blocks of a dashboard. Each widget displays a title and a three‑dot menu with options to edit or delete (except Project Info, which cannot be edited).
Option | Explanation |
| Selecting ‘Edit widget’ will return the user to the widget creation dialogue box, populated with the data entered previously. The only widgets that don't have an ‘Edit widget’ option are: Project info., |
 | This allows users to delete the widget from the project dashboard. |
Platform provides 11 widget types.
Widget Types
Chart
Displays visualized worksheet data.
- Charts must already exist in Data tables and charts
- Widget configuration:
- Select a predefined chart
- Interactive icons:
- Link to source worksheet (permission dependent)
- Toggle between chart view and table view
Icon
Explanation
This icon provides a quick link to the worksheet that the chart data was taken from.
This icon changes switches the chart view to a view of the table that the chart was created from.
Once it has been selected, the icon will be replaced with this icon
which returns the user to the chart view.
Links
Provides quick access to external resources.
Configuration options:
- Widget title (max 30 characters)
- Multiple links (each with title and URL)
- Reorder links using drag‑and‑drop
Each link appears as a banner and opens in a new browser tab.
Option | Explanation |
|---|---|
 | Here, the user can enter a name to be displayed at the top of the widget. Users can enter a maximum of 30 characters here. |
 | Selecting this will bring up a link entry box in the ‘Links’ section below it with options to enter a link title and URL. Each link that a user intends to enter must entered in a new link entry box. |
 | Users can enter a name to be displayed in the link banner so that users can identify what each link is for. Users can enter a maximum of 30 characters here. |
 | Users can enter the URL of the web page that they intend to link to. |
 | Users can reorganise the order that the link banners will be displayed in. Hovering over the link entry box will bring up a grey border with six dots on the left side. Clicking and dragging on the left of the grey border allows users to move the link into the intended position. |
Project Info
Displays non‑editable project metadata.
Displayed fields include:
- Name (with icon)
- Description
- Shortcode
- Project reference
- Owner
- Created date
- Users
- Template
- Matter number (if enabled)
Users may only move, resize, or delete this widget.
Name | States the name of the project as entered by the user during the creation of the project. The left of the name will display the icon selected by the user during the creation of the project. |
Description | Summarises the project in up to 500 characters. This is entered by the user during the creation of the project. |
Shortcode | Alternative identifier for the project - this is useful when a user has multiple projects with similar names. The shortcode can use up to 6 characters. This is entered by the user during the creation of the project. |
Project reference | Customisable project reference record for ease of project identification. The project reference can use up to 50 characters. This is entered by the user during the creation of the project. |
Owner | The username of the user that created the project. This data is automatically stored by Platform when a user creates a new project. |
Created date | States the date and time that the project was first created. This data is automatically stored by Platform when a user creates a new project. |
Users | Lists the users that have been given access to the project. Users can be added after a project has been created under the ‘Users’ section of the ‘Project settings’ page. |
Template | The project template that was used to create the project. The template is selected by the user during the creation of the project. This will typically include the solution that the instance of Platform is linked to, which is most relevant to internal users at Opus 2 rather than external clients. |
Matter number | Users can record the 'Matter number' of the case here if the project settings have been configured to include this field. |
Recently Opened
Displays documents and worksheets opened within a defined timeframe.
Configuration options:
| Option | Explanation |
|---|---|
 | Users can specify how many items they wish to be displayed within the widget. The maximum number that can be entered here is 50. If a user enters. number over 50, it will return to 50 when the user clicks out of the text entry box or clicks ‘Save’. |
 | This option has no effect for the user - it is configured as an option for use in other contexts but is a requirement for the widget so even if it is unticked it will still apply. |
 | Users can specify the number of days to be included in the display of recently opened items. The maximum number that can be entered here is 30. If a user enters a number over 30, it will return to 30 when the user clicks out of the text entry box or clicks ‘Save’. |
- Maximum number of items (up to 50)
- Timeframe in days (up to 30)
Items are listed in descending order by last opened date.
Selecting:
- A worksheet opens the worksheet
- A documentnavigates to the documents page
Folder
Displays documents from a selected folder.
Configuration options:
- Widget title
- Folder selection (one per widget)
- Document filters
- Sort field and direction
Option
Explanation
Here, the user can enter a name to be displayed at the top of the widget.
Displays a list of every folder in the project for the user to select from.
Only one folder can be selected per instance of the ‘Folder’ widget.
There is a ‘Find’ feature included so users can easily search for their intended folder.
The documents within the selected folder can be filtered further to only show a specific selection of documents.
The filter function here offers the same options as the filter function within the Documents page, offering users the ability to filter based on the values of any of the document fields.
Users can select any of the document fields to sort the documents by within the widget.
The documents will be sorted alphabetically based on the document name by default.
Users can select whether the documents should be sorted in ascending or descending order based on the field the user has selected.
The documents will be sorted in ascending order by default.
Selecting a document opens the document preview over the dashboard.
Collection
Displays documents from a selected collection.
Configuration options:
- Widget title
- Collection selection (one per widget)
Option
Explanation
Here, the user can enter a name to be displayed at the top of the widget.
Displays a list of every collection in the project for the user to select from.
Only one collection can be selected per instance of the ‘Collection’ widget.
There is a ‘Find’ feature included so users can easily search for their intended collection.
Selecting a document opens the document preview over the dashboard.
Data Tile
Displays a single numerical value derived from a predefined data table.
Configuration options:
- Widget title
- Source table
- Source columnOptionExplanation
Here, the user can enter a name to be displayed at the top of the widget. 
This dropdown menu will list all of the tables that have been configured within the 'Data tables and charts' page which contain columns that a data tile can be created from. 
This dropdown menu will list every column within the selected table that it is possible to configure a data tile from.
The result is displayed as a single aggregated numeric value.
News Feed
Displays project news items created from Project Settings.
Configuration options:
- Widget title
- Number of items (up to 50)
- Timeframe in days (up to 30)
Option
Explanation
Here, the user can enter a name to be displayed at the top of the widget.
Users can specify how many items they wish to be displayed within the widget.
The maximum number that can be entered here is 50.
If a user enters. number over 50, it will return to 50 when the user clicks out of the text entry box or clicks ‘Save’.
This option has no effect for the user - it is configured as an option for use in other contexts but is a requirement for the widget so even if it is unticked it will still apply. 
Users can specify the number of days to be included in the display of recently opened items.
The maximum number that can be entered here is 30.
If a user enters a number over 30, it will return to 30 when the user clicks out of the text entry box or clicks ‘Save’.
News items are shown chronologically.
Worksheet Records
Displays records from a worksheet as cards.
Configuration options:
- Widget title
- Worksheet selection (one per widget)
- Card view
- Sort field and order
- Filters
Option Explanation 
Here, the user can enter a name to be displayed at the top of the widget.
The user can choose any worksheet to display records from.
The user can only select one worksheet per instance of the worksheet records widget.
The user can select from here any card view that has been configured for the selected worksheet.
The worksheet records will then be displayed in the widget as the selected card view.
Users can select any of the worksheet fields to sort the records by within the widget.
Users can select whether the records should be sorted in ascending or descending order based on the field the user has selected.
The records will be sorted in ascending order by default.
The records within the selected worksheet can be filtered further to only show a specific selection of records.
The filter function here offers the same options as the filter function within the Documents and Worksheets pages, offering users the ability to filter based on the values of any of the worksheet fields.
Multiple worksheet records widgets may exist on one dashboard.
Records are scrollable if they exceed the visible height.
Recent Documents
Displays documents recently added to the project.
Configuration options:
- Time period (1–10 days or weeks)
Characteristics:
- Displays count and list of documents
- List is not interactive
- Only one instance per dashboard
- Title cannot be customized
Option
Explanation
Here, users can freely enter a numerical value to determine the time period to be displayed.
The value must be between 1 and 10.
The user can toggle between ‘Days’ and ‘Weeks’ to determine the timeframe that the preceding user-entered numerical value represents.
Project Details
Displays project‑level metadata stored in a worksheet.
Configuration options:
- Widget title
- Project‑level worksheet
- Form view
Option Explanation 
Here, the user can enter a name to be displayed at the top of the widget.
The user can choose any project-level worksheet to display records from. 
The user can select from here any form that has been configured for the selected project-level worksheet.
The project-level metadata record will then be displayed in the widget as the selected form view.
Users can edit project‑level metadata directly from the dashboard using the Edit button.
Use project dashboards to centralize critical project data and tailor information visibility for different users through configurable widgets and access controls.