Configuring Custom Company Dashboards

Executives need company and project information in an at-a-glance format. You can configure Company-level dashboards that Primavera Unifier users can use to view company data across projects or shells. Company-level dashboards are custom dashboards that are created externally (outside of Primavera Unifier), but can be configured for use within Primavera Unifier.

A Company-level dashboard can be setup to be the default login view for users. Users can switch between the custom Company-level dashboard and Primavera Unifier. Users can access the Company-level dashboards to which they have View permissions. Users cannot bookmark the Company-level dashboard.

Using User Preference templates, you can specify that the Company-level dashboard displays as the user’s default login view, or users can set their own preferences similarly. Users can switch between the custom Company-level dashboard and Primavera Unifier.

Step 1: Create data views. Optional. You can create data views to use as data sources for data cubes. See "Create and Publish Data Views and Metadata" for details on creating data views to use with data cubes.

Step 2: Define data cubes. See "Defining Data Cubes to Work with the Company Dashboard".

Step 3: Set permissions for Custom Dashboards. See "Setting Custom Dashboard Permissions" for details.

Step 4: Configure custom the dashboard. See "Setting up a Custom Company Dashboard" for details.

Step 5: Create the custom dashboard. See "Creating a Custom Dashboard Externally to Primavera Unifier" for details.

Step 6: Set user preferences to access the custom dashboard as the default user view. See "Creating and Managing User Preference Templates".

Custom dashboard components

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