{"id":11656,"date":"2017-12-21T09:35:46","date_gmt":"2017-12-20T20:35:46","guid":{"rendered":"http:\/\/help.psoda.com\/index.php\/a15-2\/"},"modified":"2023-08-24T02:56:19","modified_gmt":"2023-08-24T02:56:19","slug":"a15-2","status":"publish","type":"page","link":"https:\/\/www.psoda.com\/help\/a15-2\/","title":{"rendered":"Dashboard"},"content":{"rendered":"
The dashboard view at user level gives a summary across all of the \"Programme<\/a>programmes<\/a> and \"Project<\/a>projects<\/a> you have access to as well as your \"Timesheets<\/a>timesheets<\/a>, and any \"Leave<\/a>leave applications<\/a>.\r\n
\r\n\r\nThere are dashboards also available at the \"test<\/a>portfolio view page<\/a>, \"Programme<\/a>programme view page<\/a>, \"Project<\/a>project view page<\/a> 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.\r\n
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\r\nThe dashboard consists of a number of sections called dashlets. Each section can be closed (or hidden) by clicking on the\u00a0\"Close<\/a>“Close” icon in the top left-hand corner of the chosen dashlet. To edit the information that the dashlet itself shows, click on the\u00a0\"Edit<\/a> “Edit” icon in the top right corner of the chosen dashlet. This is shown in Figure 1.\r\n

\"Edit<\/a><\/p>\r\n

Figure 1 – Edit dashlet<\/strong><\/p>\r\n
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\r\nThere are two views for the dashboard page. The basic view<\/strong> (shown in Figure 2) and the layout view<\/strong> (shown in Figure 3).\r\n
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Basic view<\/h4>\r\n

\"Customise<\/a><\/p>\r\n

Figure 2 – Customise basic view dashboard<\/strong><\/p>\r\nTo hide or show entire dashlets on the basic view, click on the \"Edit<\/a>“Customise dashboard<\/strong>” 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<\/a>, project<\/a>, programme<\/a> etc. dashboards. You can change the settings and width of these dashlets by clicking on the\u00a0\"Edit<\/a> “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.\r\n

\"Add<\/a><\/p>\r\n

Figure 3 – Add dashlets on the basic view<\/strong><\/p>\r\n\r\n
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Layout view<\/h4>\r\n

\"Layout<\/a><\/p>\r\n

Figure 4 – Layout view dashboard<\/strong><\/p>\r\nClick “Add section”<\/strong> 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<\/a> 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\u00a0\"Edit<\/a> “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. \r\n

\"Add<\/a><\/p>\r\n

Figure 5 – Add dashboard section<\/strong><\/p>\r\n

\"Add<\/a><\/p>\r\n

Figure 6 – Add dashlet layout view<\/strong><\/p><\/div>\r\n

Related topics<\/h4>\r\n