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Dashboard

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Overview

Warning

To have access to Dashboard, you need to have "Access common reports" and "Access report generator" permissions enabled in your access level.

 

The Dashboard offers a convenient way to monitor the most urgent aspects of your projects. It is a versatile and customizable tool. The data monitors (widgets) on the Dashboard are sourced from custom reports you create in the Reports section (see Report generator). By marking a report as "Available on Dashboard", you make it one of the current Dashboard widgets. Alternatively, you can add a widget to the Dashboard by selecting it from the list of Dashboard-ready reports.

Accessing Dashboard

To access Dashboard, click Dashboard on the main menu.

Dashboard controls

The dashboard controls include:

  • + Add widgets button,
  • The generalbutton,
  • Widget panel close button ,
  • Widget button.

Dashboard.png

Dashboard filters

Dashboard has a set of general filters that can be applied to all widgets at once. The filters are:

  • Projects,
  • Activity assignees,
  • Portfolios,
  • Customers.

To use the Dashboard filters:

  1. Click .
  2. Change the filters as required.

Warning

The general dashboard filters affect data displayed in all dashboard widgets.

Widgets

Dashboard is an array of widgets — a resizable window containing the preview of a report. You can rearrange widgets on Dashboard by drag-n-dropping them, and also resize them to make more room, or, conversely, make a widget easier to read.

Note

The widgets are selected on the widget panel that contains all currently available widgets.

To open the widget panel:

  1. Click the + Add widgets button.

Widget controls

Widget.png

Managing widgets

Adding a widget

To add a widget to Dashboard:

  1. Click the + Add widgets button.
  2. Click a widget on the Widgets panel on the right to add it.
  3. Resize and/or relocate the widget on the dashboard field.

Closing a widget

Note

When a widget is closed it is not deleted permanently but added back to the available widget list on the widget panel.

To remove a widget from Dashboard:

  1. Hover the mouse over the widget to be removed.
  2. Click  in the top right corner.

Resizing & relocating a widget

To resize a widget:

  1. Hover over the "handle" of the widget (item 4 on the picture) to be resized. The mouse pointer should change to a double-headed arrow.
  2. Drag by the "handle" until you get the desired size of the widget.

To relocate a widget:

  1. Hover over the top of the widget to be relocated. The mouse pointer should change to a four-headed arrow.
  2. Press the left button and drag the widget to the desired location.
  3. Release the button to "drop" the widget at the new location.

Widget filters

Widgets may have their own filters if the latter are used in the report the widget is based on. Just like with the report, you can activate and use the filters with the respective widget on Dashboard. This allows you to present data just the way you need it at any given moment without having to change the initial report.

To use the widget filters:

  1. Hover over the widget.
  2. Click the Filters button.
  3. Use the filters as they appear on the Filters panel on the right.

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