Configuring shell instance dashboards

You can create multiple shell instance dashboards per shell instance. These dashboards are maintained at the shell level and are available to any user to view (but not edit) provided the user has permissions. Additionally, each user with permissions can configure a personal shell dashboard, which is known as My Dashboard. Users can choose to use the dashboard they configure, or select to view dashboards configured by the Administrator. The shell instance dashboard created by the Administrator cannot be modified by the end user.

You can create separate shell instance dashboards to serve various business groups that are using shells in a single instance. For example, you can create these types of shell instance dashboards for a shell instance called Building 100:

You can define dashboards in shell templates and push them to multiple shell instances using Update Shell from a shell template. The template update can add or replace a shell dashboard, but does not replace a user-configured dashboard. Also, you can configure the shell instance dashboards in shell instances and make them available to users through permissions.

By default, all shells have a dashboard that users can configure if they have configure permissions. That dashboard is the user’s personal dashboard, called My Dashboard. The user can control the look and content of that dashboard. Administrators can push a dashboard to a group of users, but the user cannot create a dashboard that is viewed by other users.

You can configure shell instance dashboards that use Adobe Flash (.swf) files to control the dashboard data presentation, or you can use the configurable shell dashboards that come with Primavera Unifier. See "Configuring Custom Dashboards" for details on setting up data sources for shell dashboards, and setting up custom shell dashboards.

Terminology:

My Dashboard: Dashboard specific to logged-in user in a shell, and configured by the user, or by the administrator for the user.

Shell instance dashboard: Dashboard created by an Administrator at a shell instance level. These dashboards are created in either a shell instance or a shell template. These dashboards are shell specific and not user specific.

Custom dashboards: Dashboards that are created externally (outside of Primavera Unifier), but can be configured for use within Primavera Unifier.

Setting shell instance dashboard permissions

Creating a shell instance dashboard in a shell or template

Copy a shell instance dashboard

Modify shell instance dashboard properties

Delete a shell instance dashboard

Find a shell isntance dashboard

Set user or group permission for a shell instance dashboard

This dashboard	To serve this business group
Operations	Operations and Management groups
Technical Services	Technical Support and Services group
Lease Management	Vice President of Leasing Services and his reports