The Project Dashboard
Purpose: Create and organize projects, inspect storage, and review project data.
Before you start: An open Mapplex session and the permissions needed for the action.
Expected result: Your project, storage mode, and review scope are clear.
The Dashboard is where you create projects, choose storage mode, monitor sync status, check storage usage, and run project-level tabular queries.
1. Creating a New Project
- From the Dashboard, tap the + New Project button (top-right).
- The Create New Project dialog opens:
- Project Name (required) — Give it a descriptive name (e.g., "Water Network Audit Q2").
- Description (optional) — Add context for your team.
- Storage Type — Choose one:
- Hosted (Cloud) — Data syncs to the cloud and supports team collaboration. (Requires a signed-in account.)
- Local (Offline) — Data stays on the current device. Use this for guest work, testing, or field collection without cloud sync.
- Import Initial Data (optional) — Upload a
.KMZ,.KML, or.GeoJSONfile to pre-populate the project. A preview shows the file name and size before you commit.
- Tap Create Project.
Example: You receive a
.kmzfile containing utility pole locations from a previous survey. Add it during project creation so the project opens with the imported features and matching attribute fields already available.
Plan note: Free workspaces retain their existing one-hosted-project limit. Paid hosted-project allowances are Pro 5, Teams 10 and Enterprise 20, shared across each workspace. Local projects do not use a hosted slot. Planner access is separately limited to enabled Teams/Enterprise workspaces and permitted roles; see Plans and access.
Choose local or hosted before collection
| Need | Choice and preparation |
|---|---|
| Practice or collect on one device with a planned file handover | Local (Offline); keep a checked copy of supported exports and protect the device |
| Share ongoing work with workspace members | Hosted (Cloud); sign in, confirm roles, and test synchronization |
| Work without reliable internet | Prepare the exact project and device beforehand; storage mode alone does not guarantee disconnected startup or authorization for every action |
For a hosted field day, use offline preparation before leaving and sync recovery after reconnecting. For projects with separate related tables, check their workflow and export preservation limits before choosing a backup or handover method.
2. Switching & Activating Projects
Your Dashboard shows all projects as cards in a grid. Each card displays:
- Project Name and description
- Storage Badge:
HOSTED (CLOUD)orLOCAL (OFFLINE) - Storage Size: Estimated disk usage (e.g., "12.3 MB")
- An Activate button (or a green ✅ Active badge if already selected)
To switch projects: Tap Activate on a project card. Mapplex loads that project's layers, forms, and data.
3. Uploading a Local Project to the Cloud
If you started with a local project and now want to enable collaboration:
- Locate the ☁️ cloud upload icon in the top-right corner of the project card.
- Tap it. A confirmation dialog explains that the local project will be uploaded to cloud storage and team collaboration will be enabled.
- Tap Upload to proceed, or Cancel to abort.
4. Deleting a Project
- Tap the delete icon on the project card.
- A confirmation dialog warns: "This will permanently remove the project and all its layers, forms, and collected data."
- You must type the word
deleteinto the confirmation input to enable the Delete button. This prevents accidental data loss. - Tap Delete.
Deleting a project also removes its layers, forms, features, and pending sync records.
5. Dashboard Stats & Storage
The top of your dashboard shows at-a-glance cards:
| Card | What It Shows |
|---|---|
| Total Projects | Number of projects in your workspace |
| Cloud Sync | Shows "All Synced" (green) or "X Pending Syncs" (amber) — (authenticated users only) |
| Storage Usage | How much of your storage quota you've consumed (e.g., "12.5 MB of 50 MB limit"), with a progress bar. For guest users, this shows "Device Storage" with a reminder that data is local-only |
| Workspace Mode | Displays "Local Offline" for guest users |
When storage exceeds 75%, the progress bar turns amber; above 90%, it turns red. If you're on a Free plan, an Upgrade Storage button appears linking to the Pro subscription.
For the full queue, select the app's sync status control. Sync Inspector distinguishes standard changes, related-data operations, and items needing attention. An unavailable related-data status cannot establish that everything is synced. See Check sync and recover saved work.
6. Project Analytics: Tabular Queries & SQL Engine
Tap a project card to open the Project Detail Modal. Use this view to inspect project statistics and query layer data before opening the map.
Layer Selection
At the top, select a specific layer to analyze using the Select Layer to Analyze dropdown. The system loads statistics immediately:
| Stat Card | Description |
|---|---|
| Total Features | Number of collected geometries |
| Data Complete | Percentage of eligible form values filled across the records being analysed; this is not the percentage of fully completed records |
| Length/Area | Aggregate measurement (e.g., total km of pipe, total hectares of zones) |
Hidden, system, automatic-geometry and read-only fields are excluded from Data Complete. Optional fields can still count. A layer without a form is shown as complete, so use the percentage as a prompt to review data, not as proof that an inspection is finished.
SQL Query Engine
Below the stats, the SQL Engine panel offers three query modes, toggled by the tabs at the top:
Mode 1: Guided Builder
Ideal for non-technical users. Build queries visually:
- Select a Field from the dropdown (populated from your layer's schema).
- Choose an Operator:
EQUALS,NOT EQUALS,GREATER THAN,LESS THAN,GREATER OR EQUAL,LESS OR EQUAL, orLIKE. - Enter a Value (with autocomplete suggestions from your existing data).
- Chain conditions with AND, OR, NOT NULL, or IS NULL buttons.
Mode 2: Raw SQL
For users who know the layer schema, type a filter expression directly. Enter the condition only; do not include SELECT, WHERE, ORDER BY, GROUP BY, joins, or database functions.
NAME = 'Substation' AND area > 100Field name chips are displayed below the input for quick reference.
Mode 3: AI-Assisted Query
Describe your query in plain English or Arabic:
"Show parcels where area is greater than 500 and name contains school"
Tap Generate. Geova AI drafts a SQL clause, displays it for review, and lets you edit it before running. Each generation uses 1 AI credit.
The draft is checked against the currently selected layer. A field that is not part of that layer is rejected instead of being run as an empty or misleading query. English requests receive an English review note, Arabic-only requests receive an Arabic note, and mixed English/Arabic requests use English; field labels inside the expression remain exactly as defined by the layer.
Scope: The filter runs against the selected layer's available records, not only the features visible in the current map extent. AI generation never runs the expression automatically.
Running & Exporting
- Tap Run Query to execute. Results populate a scrollable table below.
- The results count badge shows how many records matched.
- Tap the CSV export button (appears after results load) to download the filtered dataset.
- Tap Clear to reset your query.
7. The "Team & Shared" Tab
The Team & Shared tab opens collaboration features when available for your signed-in workspace. Its badge reflects the current plan, and optional-tool settings can hide the entry. The actions you can use depend on both workspace access and your role; signing in alone does not grant management permissions.
Full details: See Module 07: Team & Performance.
Next: Proceed to Module 02: Layers & Symbology to create map layers and configure visual styles.