Dashboard

The dashboard view at user level gives a summary across all of the Programme iconprogrammes and Project iconprojects you have access to as well as your Timesheets icontimesheets, and any Leave settings iconleave applications.
There are dashboards also available at the test case subfolderportfolio view page, Programme iconprogramme view page, Project iconproject view page and more, which can be customised to provide summaries of a number of areas within the chosen level i.e. financial summary, open risks etc.

The dashboard consists of a number of sections called dashlets. Each section can be closed (or hidden) by clicking on the Close icon“Close” icon in the top left-hand corner of the chosen dashlet. To edit the information that the dashlet itself shows, click on the Edit icon “Edit” icon in the top right corner of the chosen dashlet. This is shown in Figure 1.

Edit dashlet

Figure 1 – Edit dashlet



There are two views for the dashboard page. The basic view (shown in Figure 2) and the layout view (shown in Figure 3).

Basic view

Customise basic view dashboard

Figure 2 – Customise basic view dashboard

To hide or show entire dashlets on the basic view, click on the Edit iconCustomise dashboard” link at the top right of the dashboard view page, as shown in Figure 2. You will then get a list of available dashlets that you can select to go onto your dashboard, as shown in Figure 3. The dashlets available to you will vary depending on whether you are at the user, project, programme etc. dashboards. You can change the settings and width of these dashlets by clicking on the Edit icon “Edit” icon in the top right corner of the chosen dashlet which is shown in Figure 1. This popup will give you specific options in relation to this dashlet and you can also set the width of the dashlet to appear on the screen.

Add dashlets on the basic view

Figure 3 – Add dashlets on the basic view



Layout view

Layout view dashboard

Figure 4 – Layout view dashboard

Click “Add section” to choose a layout that best suits you, as shown in Figure 4. You will get a popup where you can select a dashboard layout to use, as shown in Figure 5. Once you have chosen a layout you can add dashlets to this layout by clicking the large Edit icon add icon. You will get a list of dashlets to pick one from which is shown in Figure 6. You can change the settings of these dashlets by clicking on the Edit icon “Edit” icon in the top right corner of the chosen dashlet which is shown in Figure 1. This popup will give you specific options in relation to this dashlet.

Add dashboard section

Figure 5 – Add dashboard section

Add dashlet layout view

Figure 6 – Add dashlet layout view