Overview
The personal Dashboard offers a convenient way to monitor the most urgent aspects of your projects. It is a versatile and customizable tool. The data monitors (widgets) on the personal Dashboard are sourced from custom reports you create in the Reports section (see Report generator). By marking a report as Published, you make it one of the current Dashboard widgets. Alternatively, you can add a widget to the Dashboard by selecting it from the list of Dashboard-ready reports (marked as available on Dashboard). Personal dashboards are set up by users for their own purposes as a personal page of theirs. That said, custom reports marked as available on dashboard are shared among the users so that they can draw them as widgets to their dashboard (see Widgets below).
In this article
Permissions
To have access to your personal Dashboard, you'll need the following global permissions in your default (global) access level:
- Access common reports;
- Access report generator
Accessing Dashboard
To access Dashboard, click Dashboard on the main menu.
Dashboard controls
The dashboard controls include:
- + Add widgets button,
- The general
button,
- Widget panel close button
,
- Widget
Dashboard filters
Dashboard has a set of general filters that can be applied to all widgets at once. The filters are:
- Projects,
- Activity assignees,
- Portfolios,
- Customers.
To use the Dashboard filters:
- Click
- Change the filters as required.
Warning
The general dashboard filters affect data displayed in all dashboard widgets.
Widgets
The personal Dashboard is an array of widgets — a resizable window containing the preview of a report. You can rearrange widgets on Dashboard by drag-n-dropping them, and also resize them to make more room, or, conversely, make a widget easier to read.
Note
The widgets are selected on the widget panel that contains all currently available widgets.
To open the widget panel:
- Click the + Add widgets button.
Widget controls
Managing widgets
Adding a widget
To add a widget to Dashboard:
- Click the + Add widgets button.
- Click a widget on the Widgets panel on the right to add it.
- Resize and/or relocate the widget on the dashboard field.
Closing a widget
Note
When a widget is closed it is not deleted permanently but added back to the available widget list on the widget panel.
To remove a widget from Dashboard:
- Hover the mouse over the widget to be removed.
- Click
Resizing & relocating a widget
To resize a widget:
- Hover over the "handle" of the widget (item 4 on the picture) to be resized. The mouse pointer should change to a double-headed arrow.
- Drag by the "handle" until you get the desired size of the widget.
To relocate a widget:
- Hover over the top of the widget to be relocated. The mouse pointer should change to a four-headed arrow.
- Press the left button and drag the widget to the desired location.
- Release the button to "drop" the widget at the new location.
Widget filters
The widgets may have their own filters if the latter are used in the report the widget is based on. Just like with the report, you can activate and use the filters with the respective widget on Dashboard. This allows you to present data just the way you need it at any given moment without having to change the initial report.
To use the widget filters:
- Hover over the widget.
- Click the Filters button.
- Use the filters as they appear on the Filters panel on the right.