Return to Dashboard

After finalizing a report or completing any upload or project management action within a portfolio site, you can return to the main PARCEL dashboard to continue working on other projects. The dashboard provides centralized access to all project statuses, including active, submitted, awarded, and finalized work.

Step-by-Step Instructions

1. Click the Home Button
       From any internal screen (such as a report page or project dashboard), click the Home button in the upper navigation bar.    

   • This will return you to the main PARCEL dashboard.

   
         

2. Access the All Projects Tab
       Once back on the dashboard, click the All Projects tab.    

   • This tab displays every active and historical project you’ve been assigned.

   • You can use the search filters to locate specific jobs by request ID, lender, or property location.

   
         

3. Reopen a Finalized Report
       If you need to review or unfinalize a report:    

   • Click the All Final Projects tab.

   • Locate the report and click View Details to reopen the record.

   
         

Best Practices

• Click Home immediately after uploading or finalizing to keep your session focused and organized.

• Use All Projects as your default dashboard tab to monitor active and pending work.

• Switch to All Final Projects for closed jobs that may require follow-up, unfinalization, or reporting.