The Dashboard holds every project and scenario in one place.
Project Status
Track where each project sits in the pipeline using the status dropdown. A Template status is available for reusable feasibilities.
Managing Projects
Click the Actions menu beside any project:
Edit: update the project name or address
Add Scenario: add a new feasibility to the project
Duplicate Project: copy the project and select which scenarios to duplicate
Share Project: share by email and manage access per scenario
Archive: move the project to the Archived Projects tab
Archived projects can be restored at any time.
Managing Scenarios
Click the Actions menu beside any scenario:
Edit: rename the scenario
Duplicate Scenario: copy the scenario and all its inputs
Delete: permanently remove the scenario
Deleting a scenario cannot be undone. Where a scenario may be needed later, archive the project instead.
Sharing a Project
Sharing works between Feasly accounts. A recipient without an account receives an email with a sign-up link.
Select Share Project from the Actions menu, enter an email address, choose which scenarios to share, then click Share.
Access can be managed at any time: remove members, change scenario access, resend invites or transfer ownership.
Owner and shared access
Owner: full edit control. Can share with multiple people, remove access, or transfer ownership
Shared: view only, updating live as the owner makes changes. A shared project can be duplicated to create an editable copy
Accepting a shared project
Check email, or the notifications panel in the left navigation.
Click Accept Shared Project.
The project appears as view only. Duplicate it to create an editable copy.
When the Feasly team shares a project, for example after a spreadsheet migration:
Accept the shared project from dashboard notifications.
Confirm through chat that it is visible. It will be view only at this stage.
The team transfers ownership.
Accept the ownership transfer from dashboard notifications.
Open the Share popup and remove the Feasly team member's access.
Company Logo
Add a company logo in Account Settings. It appears on the Dashboard and on every exported report.