The Elevate Dashboard

When you first log in to Elevate, you will be presented with the dashboard view. This will allow you to quickly access various areas of the Bloom Elevate.It will also provide you with an overview of your current projects. You will also be able to see a table of your top 5 projects.

The left-hand navigation holds links to the primary areas of the Elevate platform

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From the dashboard, you can jump to any one of the following key areas:

• Dashboard - This is the current/default view, offering a summary of budget, project spend and project status.
• Projects - A list of all your active projects within the Elevate platform
  . The orange notification (99+) indicates the number of ongoing or pending projects.
• Tasks - Any tasks that are assigned to you or your organisation. The orange notification (29) indicates a new or pending task.
• Invoices - View invoices that have been submitted and approved.
• My org. - Update details about your organisation, such as company information and user settings/permissions.
• Agreements - A reference library of any agreements you have in place with Bloom.

Some of the features above do require specific permissions. You can read more about general permissions, or those that are specific to clients and suppliers, via the links below:

• User Roles and Permissions
• Client User Roles and Permissions
• Supplier User Roles and Permissions