My Dashboard
The My Dashboard link enables you to edit your dashboard elements, access the details of the dashboard, print your dashboard, access the history of changes made in the dashboard, and finally access additional dashboards for the shell, if available.
You can access the My Dashboard link from the upper-right corner of the shell landing page. The My Dashboard link has a series of submenu options, based on your settings, as explained below:
My Dashboard
Enables you to go back to the default dashboard.
Details
To open the Details window and:
- View the shell details such as Shell Name, Shell Number, and the following tabs:
- General
- Currency
- Images
- Options
- Links
- Calendar
- Custom Print Template
- Gateway Integration
- Primavera Cloud Integration
- Edit the information about the dashboard.
Edit Dashboard
To open the My Dashboard window and:
- Select from a list of available dashboard tabs.
- Select what type of information can be displayed on the dashboard.
The My Dashboard window has the following toolbar options:
- Create (the plus sign icon)
- Edit Tab (the pencil icon)
- Filters
- Delete Tab (the trash can icon)
- Add Block (the plus sign with down arrow icon)
- Custom: Opens the New Custom Block window to enable you to add a new custom block.
- Standard: Opens the New Custom Block window to enable you to add a new standard block.
- Portlet: Opens the New Portlet Block window to enable you to add a new portlet. You can use this option to display an external URL, such as a web cam, a frequently visited website, or Analytics application.
- Drill Down: Opens the New Drilldown Block window to enable you to enter elements details in in the Shell Dashboard blocks to drill into layers of data contained in the Shell.
Note: If a Drill Down block has Cost Sheet columns that are based on a formula, the data is not displayed.
- Analytics: Opens the New Analytics Block window to enable you enter details needed for analytics.
For more information on the preceding options, see About Shell Dashboards in the Unifier Modules Setup Administration Guide.
The Get Parameters option enables you to get workspace-specific information. This information will be available for any filter mapping in URLs used in the Analytics dashboard. When you click Get Parameters, Unifier extracts the parameters from the URL and adds the extracted parameters to the URL Parameter Mapping. You can then map those to appropriate fields from shell attribute form.
To print the contents of the dashboard.
Audit Log
To open the Audit Log and review the history of changes made on the dashboard. Use the Print option to print or export the contents of the log.
Last Published Friday, June 21, 2024