What are Lists in Dashpivot?
Lists let you create and manage standard sets of information (e.g. people, plant, assets, cost codes, subcontractors) in one central location and reuse them across templates.
Instead of manually entering the same information repeatedly, users select from structured list fields (dropdown or multi-select inputs). This:
Reduces manual errors
Speeds up form completion
Improves searchability and reporting accuracy
Think of Lists as shared reference data that powers your templates, registers, and analytics.
This short overview video explains what Lists are, where they’re located in Dashpivot, and why they’re powerful.
How Lists work with Templates & Analytics
When connected to templates, Lists improve the full data lifecycle — from field capture to reporting insights.
Using Lists allows you to:
Enter data faster with dropdown selections instead of free text
Maintain consistent data across projects
Filter records in the Register by List values
Break down analytics charts using List data
Common Lists Use Cases
Employees / Personnel
Maintain a central workforce register and reference employees consistently across forms.
You can:
Store contact details and competencies
Track licence expiry dates with visual indicators
Set automated reminders for expiring licences
Reference employees in timesheets, inspections, and reports
Plant, equipment and vehicles
Track assets and connect them to inspections and reporting.
You can:
Store registration or serial numbers
Track service due dates with reminders
Upload service records
Select plant and vehicles consistently in templates
Subcontractors & Suppliers
Manage third-party information and compliance documents in one place.
You can:
Store contact details
Upload insurance and compliance documents
Track expiry dates with notifications
Reference subcontractors across forms and reports
Cost codes
Use consistent templates across projects while showing different cost codes per project.
You can:
Create a master (parent) List of cost codes
Deploy child Lists and assign specific cost codes to individual projects