What the dashboard shows the moment it opens.
Starting values for the toolbar filters.
Default zoom level and row layout.
When on, in-progress jobs past their planned end show a hatched extension for the progress-based estimated finish date.
Which columns show in the left job grid.
How job bars are colored. CenterPoint pipeline deals always keep their pipeline colors.
PM jobs and CenterPoint pipeline deals are always shown together. Use the CP KPI cards to filter Sold / Hot / Warm.
Demand-vs-supply histogram under the timeline.
Light or dark interface.
Used to match your name for the "My Jobs" startup view (PM / PEx / Superintendent / Foreman) and for notifications. Your signed-in name is used automatically; set this if it differs.