Shell Dashboard

The shell dashboards provide an at-a-glance view of project/shell data.

From any shell dashboard, you can:

Use the drill-down functionality to access the data.
Use filters so that all blocks in a specific dashboard are filtered based on the same parameter.
Print the entire dashboard or print individual dashboard blocks.
Minimize and maximize the entire dashboard or a block.
Use a free-form dashboard layout that gives you the ability to drag and drop dashboard blocks as an alternative to using predefined layout.

Shell dashboards display project data in an at-a-glance format. You can control the dashboard look and content and make it specific to the shell that you are working with.

Shell dashboards cannot pull data from across shell hierarchies. For example, consider two anchor tabs, one called Capital Projects, and one called Facilities. The Capital Projects dashboard can display data from all levels of the Capital Projects hierarchy; however, it cannot display Facilities data because Facilities is a separate, independent hierarchy.

Two types of dashboards are available in project shells:

Administrative dashboard: These are designed by the shell administrator and pushed via templates. Administrators with dashboard Setup permission can create multiple shell dashboards for each project shell. Users can select administrative dashboards to view from the View Dashboard drop-down list on each shell. These dashboards are maintained at the shell level and are available to any user to view, provided the user has permissions. Users cannot edit an administrative dashboard.

My Dashboard: Designed by an individual user, it is a personalized view that contains only the information the user wants to see.

Note: In most cases, shell dashboards are configured for you.

Each shell dashboard has at least one tab and can have up to five tabs. The default tab name is Summary, which you can change. The default shell dashboard layout contains these four blocks:

Image: Displays the image your company administrator uploaded for the shell.
Items Requiring Your Attention: Contains items that are generally listed on the Unifier Home workspace, such as tasks and messages.
Details: Lists shell details, including shell number, shell name, administrator, and other details.
Links: List of links configured for the shell by your company administrator.

On each tab, you can select a different layout to which you can add blocks of these types:

Standard: Use this selection to view project data from, for example, business process, manager, users, and active tasks
Portlet: Use this selection to view an external URL, such as a web cam, or a frequently visited web site
Drilldown: Use this selection to slice and dice project-shell data. See Add a Drill Down Block to My Dashboard
Custom: Use this selection to view data from the current shell, subordinate shells, or both (cannot cross hierarchies)