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Dashboard

Using your dashboard, productivity tools and features.

Updated over a week ago

๐Ÿ“Š Dashboard

Your Dashboard is the central hub for managing all your feaso's in one location.


๐Ÿงช Demo Projects

On the dashboard, youโ€™ll find the Demo Projects tab. Weโ€™ll be adding more in the coming weeks. Use it to:

  • View a complete project setup.

  • Understand how costs, funding, and profits connect.

  • Duplicate a demo project as a starting point for your own feasibility.

Quick Tour: Demo Project


โž• Adding Projects & Scenarios



๐Ÿค– Feasly Assist

  • Preloaded Cost Suggestion
    Enable Feasly Assist when adding a scenario to automatically load common cost line items.
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  • Customise Freely
    You can delete, edit, or add items at any time โ€” giving you a fast, flexible starting point.
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โš™๏ธ Managing Projects & Scenarios

You'll find the action icons on the right-hand side of your Dashboard.

Add Icon

Click the Add icon to:

  • Add New Scenario: Quickly add a new scenario to any project.

  • Duplicate Scenario: Clone a scenario to test different assumptions without affecting the original.

  • Duplicate to New Project: Use a scenario as a template and copy it into a new project.


Export Icon

Click the Export icon to:

  • Download & Customise PDF/XLSX Report Options: Select the scenario, choose the report type, and tick checkboxes to include or exclude sections.
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  • Update Contact Details & Logo: Update your contact information and logo in Account Settings โ€” these appear on the title page.
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  • Report Ready: Click Download. Your report will download to your computer based on your default download settings.

Note: More report formats are on the way. Let us know if you have specific requests.


Share Icon

Share projects and selected scenarios with anyone, manage access, and transfer ownership.
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Click the Share icon to:

  • Share with Any Feasly User: An email will automatically send to the recipient.
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  • Share with Email: Non-Feasly users receive a signup link to access the scenario.
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  • View-Only Access: Recipients can view live updates but canโ€™t edit or re-share. They can duplicate the project into their own workspace.
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  • Transfer Ownership: Give full control to another user. Your access becomes view-only.


๐Ÿ—ƒ๏ธ Archive Section

Click the Archive icon to:

  • Hide Inactive Projects: Move a project out of your active Dashboard view.
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  • Restore Archived Projects: Archived projects arenโ€™t deleted and can be restored at any time.
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  • Delete Archived Projects: You can permanently delete a project from the Archive section if no longer needed.
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๐Ÿ†˜ Feasly Help

  • Tooltips: Hover over icons in the platform for quick tips.

  • Help Centre: Step-by-step guides, FAQs, and explainers.

  • Live Chat: Message us during work hours or leave a note.

  • Other: Questions, feedback, feature ideas, video calls, bugs, or account queries.

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