Creating Your Own Dashboards

Contents

EnterpriseTrack makes it easy to create your very own Dashboards. You can create custom layouts by using the drag-and-drop feature to select components from the layout gallery. You can also share your dashboards with other users.

To begin creating your dashboard

1. Navigate to the Manage Dashboard screen by selecting Go To > Dashboards > Manage from the Top Navigation bar. If you are already viewing a dashboard, click on the Manage icon.
2. From the Tree pane, select the My Dashboard folder and click on the Add icon. All new dashboards must be created under the My Dashboard folder. The system creates a folder (New) under My Dashboards.
3. In the Details pane, enter the following information:
   1. Enter a name for this dashboard.
   2. Choose if you want this dashboard to be active. Only active dashboards can be run.
   3. Enter a description for this dashboard.
   4. Select if you want this to be your default dashboard. If you select Yes, then this dashboard is displayed when you select My Dashboards from the Top Navigation bar or the Left Navigation bar.
4. Click the Save button to save your dashboard. Once you have saved your dashboard, you can add individual components to your dashboard.
5. In the tree pane, click on the name of your dashboard.
6. In the List pane, click on the Edit button. The Edit Dashboards page is displayed.

   Note: Make sure that all your pop-up blockers are inactive. Clicking the Edit button will open the component gallery on the Edit Dashboards page.

7. Select the desired Dashboard components from the gallery and drag them into the layout grid. You can select a category from the Category pull-down menu to see all the components in a particular category (i.e., Alignment, Proposals, etc.)
8. You can use the blue title bar to reposition the component on the layout grid. Click on the green arrow at the bottom right corner of the component to dynamically resize the component. You can remove components by dragging them into the Trash.

   

9. Once you have selected all your components, click the Save Layout button. The Manage Dashboard screen is displayed again.
10. In the List pane, select the first component by clicking on it.
11. Click on the Edit button in the Details pane. Select the General tab to make changes to the component name, or select the Filter tab to modify the preset filter selection.
12. Click the Save button, or click Cancel to discard your changes.
13. Click the Done button to return to the My Dashboard page.