Viewing Dashboards

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To view dashboards, from the Top Navigation bar, select Go To>Dashboard> View.

You can select the type of Dashboard you want to view, using the Select Dashboards pull-down menu on the top right corner of the screen. For more information, see topic Selecting Dashboards.

Icons

Description

Manage

Click to manage dashboards. You can create, copy, paste, edit, and share dashboards. You can also set filters for each component in the dashboard.

Refresh

Click to refresh a dashboard. The graph is recomputed using the latest data in the system. You can also update each component in the dashboard separately.

PDF

Click to generate a PDF to print or email. You can choose the layout selection by selecting one, two, or four components per page.

Components in the Dashboard

A component is a single graph that shows information on project, proposal, resource, or finances etc. A dashboard can contain multiple components.

The table below shows the icons that are displayed on the component bar.

Icons

Description

Click to generate a PDF to print or email.

Click for a description of the component.

Click to edit the in line filters for each component.

Click to set filters and display options for each component.

Click to Maximize the component screen.

Click to refresh a component. The graph is recomputed using the latest data in the system.

Related Topics

My Dashboards

Working with Dashboards

Terminology

Selecting Dashboards

Editing Dashboard Component Filters

Editing Dashboard Component Display Options

Editing Dashboard Component Chart Display Options

Using In-line Filters

Creating . pdf files from Dashboards

Project Bubble Charts

Reading the Executive Dashboard

Reading the Project Dashboard

Managing Dashboards

Available Dashboard Components



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Last Published Monday, March 24, 2014