Customizing the Procurement Dashboard
You can customize the Procurement Dashboard to suit your business needs. You can change the default arrangement of portlets and add dashboard content. To add more portlets, you can choose from standard portlets or create your own. You can also make a copy of a custom saved search and change it according to your business requirements.
After customizing the Procurement Dashboard, there is no option to automatically revert it to its original state and layout.
For guidelines and reminders when customizing the dashboard, see Best Practices for Customizing the Procurement Dashboard.
To rearrange dashboard portlets:
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To transfer a portlet from one column to another, drag and drop a portlet to its new location on the dashboard.
The Procurement Dashboard uses the three-column layout type.
To view the default arrangement of portlets, see Setting Up the Dashboard Portlets. For more information, see Arranging Dashboard Portlets.
To add dashboard portlets:
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To view the list of portlets that on the dashboard, click Personalize.
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On the Personalize Dashboard pane, click the Currently Used tab.
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Select a portlet from the other tabs: Standard Content, Report Snapshots, and Trend Graphs.
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Click a portlet to add it to the dashboard.
For more information, see Adding a Portlet to a Dashboard.
The maximum number of portlets you can display is reduced when you have already displayed the default portlets of the Procurement Dashboard.
For more information, see Portlet Types Table.
Adding portlet content
For each portlet, you can select your own custom saved search or content to display on the Procurement Dashboard. For instructions, see Setting Up Dashboard Portlet Content. For requirements to display each custom saved search, see Prerequisites.
The following screenshot shows the saved searches currently displayed as reminders on a sample dashboard. To select another saved search to display, click Add Custom Reminders. A popup window displays all custom saved searches, including those that you created on your own.
Review the following guidelines specific to a portlet type:
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You can only select and display a saved search on the KPI Meter if it is currently displayed on the KPI portlet.
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For the KPI portlet, you can display up to ten custom KPIs.
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The Shortcuts and Reports custom portlets are generated from a single file and cannot be set up separately. You cannot add saved searches to or modify content of the custom portlets. To add your own Shortcuts, see Shortcuts Portlet. To create and use your own script for a Shortcuts or Reports custom portlet, see Creating and Deploying a Portlet Script.
Changing a custom saved search
You can create a copy of a custom saved search to update the content according to your preference.
To locate a saved search:
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Go to Lists > Search > Saved Searches.
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Edit the saved search record by modifying the criteria and other settings.
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Save the record under the name or title of your choice.
For more information, see Defining a Saved Search.
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To set your preference for the criteria of a specific saved search:
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Expiring Contracts
By default, this saved search retrieves contracts that are set to expire within 30 days of the current date. To set the criteria for the number of days before a contract expires, change the description for the End Date filter, on the Standard subtab.
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Contracts Close to Maximum Value
Currently, the percentage for the maximum amount is set to 80 percent. To set your preference for the percentage, change the description for the Formula (Numeric) field, on the Summary subtab. For more information, see Summary Search Filters.
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Vendor Delivery Performance
By default, there is a 14-day limit after the expected receipt date of an item that determines the late delivery of orders. This limit is applied in the saved search named, Late or Unreceived Orders by Vendor. To update this limit, change all formula conditions for both Formula (Numeric) filters by replacing the number that is used to compare the dates with. As shown in the following screenshot, you can replace the 14-day limit in the following condition:
(({today} - {expectedreceiptdate}) > 14)
For more information about using a search formula, see Formulas in Search.
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Payment Terms Opportunity
By default, the allowance for the expiration of a payment term discount is set to 10 days. You can set your preference for the number of days by changing the description for the Formula (Date) filter.
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