Resources Section of the Content Tab of the Customize Dashboard Page

Overview

Use this section to enable and configure portlets in the dashboard that display information you can use to analyze and view resource information.

Screen Elements

Open Requests for Resources option

Determines whether to display which roles require staffing at any time in your projects.

Display options

Determines which projects will display.

all projects: Displays resource requests for all projects. This setting overrides the Filter by setting at the top of the dashboard.

projects based on dashboard filter: Displays resource requests based on the Filter by field at the top of the dashboard. This option enables requests to be filtered by specific projects, portfolios, or project codes.

Organize list

Determines how the portlet data is organized.

Role by Project: Lists projects followed by unstaffed roles.

Project by Role: Lists all unstaffed roles and where relevant the projects in which the roles are requested.

Role by Project by Project Codes: Lists projects with specific project code values followed by unstaffed roles.

Role Team field

The role team to display in the portlet.

Project Code field

The project code for the projects that you want to display.

Getting Here

  1. Click Dashboards.
  2. On the Dashboards page, select a dashboard.
  3. On the dashboard, click Customize.
  4. On the Dashboard Details page, click the Content tab.
  5. On the Content tab, expand the Resources section.

Related Topics

About Dashboards

Working with Dashboards

Customizing Dashboards



Last Published Wednesday, July 10, 2024