All the dashboard reports show the data related to the
performance of a resource. Therefore, any report and the corresponding
chart must be associated with a resource.
The Dashboard window has a resource tree similar to other screens. The resource tree shows the
hierarchical structure of all resources in the company with the root resource on top. When the
Dashboard window is first opened, the root resource is selected automatically. This step must be
performed to associate the report to any resource other than the root resource.
To add a dashboard chart to the
dashboard:
- Click Dispatch.
- Select Dashboard from the drop-down
menu to open your Dashboard.
The Dashboard screen appears with a resource tree. The resource tree shows
the hierarchical structure of all resources in the company with the root
resource on the top.
- Select a resource from the resource tree.
-
Drag a report icon from the configuration menu and drop it in the
Dashboard window.
The corresponding chart appears in the Dashboard window.
- To display the chart, click the Show icon.
- To hide the chart, click the Hide icon.
The charts are saved automatically when you quit the dashboard and displays on the
screen when you access the dashboard again.
- Click Configure dashboard.
The Dashboard configuration menu is closed. You cannot hide the configuration menu if
the Dashboard is empty without any charts.
The chart configured for the
selected resource in the resource tree is displayed on the dashboard window.
If you select another resource, the charts are updated with the resource’s
data.