Follow the steps below to create a new dashboard.
- 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. - 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. - In the Details pane, enter the following information:
- Enter a name for this dashboard.
- Choose if you want this dashboard to be active. Only active dashboards can be run.
- Enter a description for this dashboard.
- 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.
- Click Save.
Selecting Components and Customizing Layouts
- From the Tree pane, select the dashboard you created.
- Click the
Edit button in List pane.Note: Make sure that all your pop-up blockers are inactive. Clicking the edit button will open the component gallery in a new window.
The Edit Dashboard screen is displayed. The Edit Dashboard screen allows you to create custom dashboard by using the drag-and drop feature to select components from the layout gallery.
- Select a category from the Category pull-down menu to see all the components in a particular category (for example, Project, Resource etc.). The component gallery is displayed on left side of the screen.
- Drag and drop the component into the layout grid.
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. - Once you have selected all your components, click the Save Layout button. You can change the filters and other characteristics of the component after saving your initial layout.
- The Manage Dashboard screen is displayed again. In the List pane, select the first component by clicking on it. The General, Filter, General Display Options, and the Chart Display Options tabs are displayed in the Details pane.
- Click 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, or select the General Display Options tab to modify the general display options, or select the Chart Display Options tab to modify the chart display options.
- Click the
Save button, or click 
Cancel to discard your changes. - Click the Done button to return to the My Dashboard page.