The Dashboard is your central workspace. Every project and scenario lives here — organised, searchable, and ready to open.
Dashboard Functions
Project status: use the dropdown to track where each project sits in your pipeline. Includes a Template option to save reusable feasibilities as a quick starting point.
Archive: hide projects from your active pipeline at any time. Archived projects can be restored from the Archived Projects tab.
Company logo: set in Your Account. Once uploaded it appears across all exported reports.
Managing Projects
Click the Actions menu ⋮ (3-dot icon) beside any project to access:
Edit: update the project name or address
Add Scenario: add a new feasibility to the project
Duplicate Project: copy the project and select scenarios to duplicate
Share Project: share with anyone via email and manage their access per scenario
Archive: move project to archive
Managing Scenarios
Click the Actions menu ⋮ (3-dot icon) beside any scenario to access:
Edit: rename the scenario
Duplicate Scenario: copy the scenario and all its inputs
Delete: permanently remove the scenario (can't not be restored).
Sharing a Project
Sharing works between Feasly accounts. If the recipient doesn't have an account, they'll receive an email with the shared project notification and a sign-up link to Feasly.
Click Share Project from the Actions menu. Enter an email address, select which scenarios to share, and click Share.
Manage sharing at any time — remove members, change scenario access, resend invites, or transfer ownership.
Owner vs Shared Access
Owner: full edit control. Share with multiple people, remove access, or transfer ownership at any time.
Shared (view only): live view of the project as the owner updates it. Recipients can duplicate it to their own dashboard to create an editable copy.
Accepting a Shared Project
Check your email or dashboard notifications for the invite.
Click Accept Shared Project in the notifications panel (left navigation).
The project appears in your dashboard as view only. Duplicate it to create your own editable copy.
When Feasly Shares a Project With You
If the Feasly team shares a project with you:
You'll receive an email. Accept the shared project via dashboard notifications.
Let us know via chat the project is visible in your dashboard. Note: it will be in share view so you won't be able to edit yet.
We will transfer ownership to you.
Accept the ownership transfer via dashboard notifications.
Open the Share popup and remove the Feasly team member's access.
Your Company Logo
Add your company logo in Account Settings. Once uploaded it appears on your dashboard.