What is the purpose of the Dashboard in Protiv?

Purpose

The Dashboard in Protiv is your daily action center. It shows open tasks, required updates, and bonus-related items that need review so nothing gets missed and work keeps moving.

When To Use This

Use the Dashboard when you want to:

• See jobs that need progress updates
• Review ProPays that are ready for approval
• Pay or review bonus statements
• Track held bonuses or deductions
• Get a quick snapshot of what needs attention today

Before You Start

Before using the Dashboard, make sure:

• You are logged into Protiv
• You have permission to view jobs, ProPays, or bonus statements (Admins & Managers) 
• Jobs and ProPays already exist in the system

Step-by-Step Instructions

Step 1 — Use the Dashboard as your task list

At the top of the Dashboard, Protiv shows a clear message:
“See and complete all your open tasks across Protiv in one place.”

This means the Dashboard is built to surface action items, not setup screens or deep reports. In this section you can Manage your view preferences.

Step 2 — Review Job Progress Updates

The Job Progress Updates section shows jobs that need completion updates.

What you’ll see here:

• Total number of jobs and milestones requiring updates
• Jobs that need a required completion percentage update
• Current progress vs. budgeted hours

This section exists to keep job progress accurate so ProPays and reporting stay correct.

Use Update Progress to fix missing or overdue updates.

Step 3 — Review ProPays ready to be Approved

The ProPays Ready to be Approved section shows completed work that is ready for review.

This includes:

• Individual ProPays ready for approval
• Grouped ProPays ready for approval
• Warnings when groups include incomplete work

This helps managers and admins approve bonuses on time without digging through ProPay lists.

Step 4 — Check recently approved ProPays

The ProPays Recently Approved section shows what has already been approved in a selected date range.

You can:

• Confirm approvals went through
• See bonus and deduction totals
• Quickly jump back into approved items if needed

This is useful for double-checking work before payout.

Step 5 — Manage bonus statements

The Manage Bonus Statements section is where payouts start.

Here you’ll see:

• Past-due bonus statements
• Recently created statements ready to be paid
• Recently paid statements

This section helps admins keep bonuses moving through payroll without delays.

Step 6 — Track held bonuses and deductions

The Held Bonuses & Deductions section shows bonuses or deductions that are temporarily on hold.

This includes:

• Items waiting to be released
• Countdown windows for release timing
• Recently released items

This section helps with compliance, waiting periods, or dispute resolution.

Step 7 — Customize your view

From the top of the Dashboard, you can:

• Change views to focus on specific items
• Save views for repeated use

This is helpful if different roles care about different parts of the Dashboard.

Examples

• A manager opens the Dashboard and sees multiple jobs needing progress updates before ProPays can move forward.

• An admin notices ProPays ready for approval and clears them before payroll closes.

• An owner checks held bonuses to confirm upcoming releases.

Common Mistakes & How To Fix Them

• Using the Dashboard for setup or configuration
  Fix: Use settings and management pages for setup. The Dashboard is for action.

• Ignoring required job updates
  Fix: Keep completion percentages updated to prevent ProPay delays.

• Forgetting to check bonus statements
  Fix: Review this section regularly to avoid late payouts.

• Assuming the Dashboard is a full reporting tool
  Fix: Use reports for deep analysis. The Dashboard shows what needs attention.