Tour of Dashboards

In the Dashboards module you can view graphs reflecting the history or status of an item or portfolio.

To access the Dashboards module:

For an Executive Dashboard, select this module as your default entry screen. Dashboards will be the first PPM screen you see after logging on, showing a graphical overview of your investments. For more information on defining a default entry module, refer to Entering User Preferences in Configuring the System Components.

On the main page, click the Dashboards tab. The Dashboards module appears.

Note: The Dashboards module can also be accessed from the Investor, Scorecard, Workbook, and To-Do modules. Focus on an item and select Dashboard from the right-click menu. For more information on accessing the dashboard from these modules, refer to Investor Module Overview, Working with Scorecards, Workbook Module Overview, and To-Do Module Overview.

The dashboard is comprised of the components and features discussed in the topics below.

Related Topics

Title Area

Menu Bar

Toolbar

Tabs

Group Boxes

Graphs



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Last Published Thursday, December 10, 2020