Best Practices for Customizing the Procurement Dashboard
This section provides best practices when customizing the Procurement Dashboard. To review the limitations of the dashboard, see Procurement Dashboard Limitations. For guidelines when publishing the dashboard, see Publishing the Procurement Dashboard.
After customizing the Procurement Dashboard, there is no option to automatically revert it to its original state and layout.
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To publish your custom Procurement Dashboard and share it with other users, enable the Publish Dashboards permission. For more information, see Roles and Permissions.
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Be sure to enable the permission before you customize or personalize the dashboard.
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Be sure that your role has access to the center where you want to publish the dashboard.
For more information and guidelines, see Applying Changes to Published Dashboards.
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To publish the dashboard to other centers, besides the Classic, Accounting, and Shipping centers, set up the portlets manually. Refer to the instructions in the following topics:
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To allow or prevent users from making changes to the dashboard, or adding and rearranging portlets, set the restriction level on the dashboard record. For more information and instructions, see the following topics:
Note:You can only set a restriction level when you first publish a dashboard. This setting can no longer be edited after the dashboard has been published.
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After each publish, users should log out and log in again to the account, to view the changes. Additionally, users should clear the browser cache.
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If you remove a dashboard component, you have to set it up manually to display it again on the dashboard.
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If you removed a portlet, you can select it from the Standard Content tab of the Personalize Dashboard panel.
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If you removed a saved search from a portlet, click the Add Custom option on the Set Up portlet popup window. This displays the list of available saved searches.
To display default Procurement Dashboard portlets, see Setting Up the Dashboard Portlets. For more information about adding portlets in general, see Adding a Portlet to a Dashboard.
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If you have a custom Procurement Dashboard, you can set up your account to prevent automatic updates during upgrades. You can also set up your account to prevent a new release of the Advanced Procurement SuiteApp. For more information, see Bundle Object Preferences or Applying Updates for Bundled Published Dashboards.