A company, or custom, dashboard displays company-level information and uses data cubes as its data source. These are dashboards created externally (outside of Primavera Unifier) using third-party SWF file creation tools, and then can be configured for use in Primavera Unifier. Custom dashboards require permission to view them. Users with view permission will see a Go to Dashboard in the upper right portion of the Primavera Unifier page; users without view permission to a company-level dashboard will not see this link.
Your Administrator can configure company custom dashboards that display key performance indicators in a graphical format. Custom dashboards are created externally using third-party software that outputs a SWF file. When configured in Primavera Unifier, the SWF file renders data from data cubes. In this way, you can see both company-wide and project-or-shell-level information in the same place at a glance.
Using your User Preferences, you can specify that the Company-level dashboard displays as your default login view. (See "Select Custom Company-Level Dashboard as Default Login View".) You can switch between the custom Company-level dashboard and Primavera Unifier. You can access the Company-level dashboards to which you have View permissions.
Provided a custom dashboard is set up and that you have view permissions to it, you can switch back and forth between the custom dashboard view and the Primavera Unifier User Mode view by selecting it from the Available Dashboards drop-down list in the Dashboard tab.
If there aren't any custom dashboards configured, or you don't have permission to view any dashboards, you will not see the Dashboard page.
You can switch back and forth between the custom dashboard view and the Primavera Unifier User Mode view by clicking the Dashboard tab or any of the other tabs you have open.
Note: You can print the Company-level dashboard if the print capability is resident in the imported SWF file used to create the dashboard.
To select a Company-level custom dashboard
| 1 | Log into Primavera Unifier. |
| 2 | Go to the Company Workspace tab and switch to User mode. |
| 3 | Be sure the company dashboard view is displayed. |
| • | If your default view is set (in User Preferences) to be a Company-level custom dashboard, the dashboard will appear by default when you log in. |
| • | If the Primavera Unifier User Mode view displays, click on the left tab, the Dashboard tab. |
If there isn't a dashboard that you can access, you will receive the message:
You do not have access to any Custom Dashboards. Contact your system administrator for further assistance.
| 4 | In the Dashboard page, if you have access to more than one custom dashboard, you can select a different dashboard from the Available Dashboards drop-down menu in the upper left corner of the Primavera Unifier window. |
Note: To switch between the custom dashboard and Primavera Unifier User Mode views, click any tab to exit the Dashboard tab.
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