Overview
Use this page to view and work with dashboards where you can arrange portlets containing information about the portfolios, projects, resources, and activities specific to your needs. The information in dashboards is controlled by your module access, security settings, administrator configuration, user interface view settings, activity and project assignments, filtering criteria, and how you customize your content and layout.
Note: The Dashboards page displays dashboards available to you as defined in your user interface view. If you have no user interface view, the default Personal Workspace dashboard will appear when you first log into the application.
You can customize the Dashboards page to display user-defined (private), multi-user, and global dashboards. Each dashboard appears as a named tab on the Dashboards page.
Screen Elements
Expand All link
Expands all portlets revealing the data inside each one.
Collapse All link
Collapses all portlets hiding their data and displaying only their title bars.
Customize link
Click to customize the content, layout, and access of dashboards if you have the required security privilege.
Filter by field
The portfolio, project code, or project that the application uses to filter the dashboard. The portlets only display information that meets the selected filtering criteria.
All data displayed on a dashboard is filtered by the portfolio, project code value, or project. For example, the Project Health portlet only displays performance and schedule information for projects that meet the selected filtering criteria.
You can change the Filter by option for a private (user-defined) dashboard, and for any multi-user or global dashboard you create. For multi-user and global dashboards you have access rights to view, you can change the Filter by option only if the Restrict users from changing dashboard filter option is not selected on the Customize Dashboard page.
Notes:
- When you organize the Filter by dialog box by project code, you cannot select a project code; you must expand the project codes to display and select a project code value. Similarly, when you organize the Filter by dialog by project, you cannot select an EPS; you must expand the EPS nodes to display and select a project.
- You can only choose one portfolio, project code value, or project as the dashboard filter.
Tips
- You can display multiple dashboards on the Dashboards page. If there is not enough room to display all tabs on the page, a black triangular arrow
appears after the last tab. Click it to view a list of dashboards and select one. - You cannot modify multi-user dashboards created by another user, even if you have access rights to view the dashboard.
Getting Here
Click Dashboards.