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Dashboard

Using your dashboard, productivity tools and features.

Updated over a week ago

πŸ“Š Dashboard

Your Dashboard is the central hub for managing all your feaso's in one location β€” create new projects, duplicate scenarios, create templates, archive, share, and export reports.


πŸ§ͺ Demo Project

  • Explore a Sample Feasibility
    We’ve pre-loaded a demo project into your Dashboard so you can explore how a feasibility is structured and calculated.
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  • Safe to Edit or Duplicate
    Feel free to click around, test changes, or duplicate the demo scenario to create your own version.


βž• Adding New Projects & Scenarios

  • Create a New Project
    Click New Project on your Dashboard and enter the project name, location, and type. Click Create to save.
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  • Add a Scenario
    On the right of the project, click the Add button and choose whether to enable Feasly Assist (see below).
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  • Add Multiple Scenarios
    Create as many scenarios as needed β€” ideal for comparing different strategies or funding setups within the same project.
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πŸ€– 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 β€” giving you a fast, flexible starting point.
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βš™οΈ Managing Projects & Scenarios

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

βž• Add

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.


πŸ“„ Export

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 β€” 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.


πŸ“€ Share

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 can’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.


πŸ—ƒοΈ Archive

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 aren’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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πŸ†˜ Need Help?

  • Click the Help icon in the bottom-right to search this Help Centre.

  • Start a chat with us β€” we’re here and happy to help!

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