Create or archive a Custom Dashboard

Top  Previous  Next

Note: Custom Dashboards are only visible when activated in the configuration.

 

Create a Custom Dashboard (Note: option available depending on your role)

Step 1. Navigate to the tab Portfolio Management.

Step 2. In the section Custom Dashboards, click plus-teken02, a dialogue box appears

Step 3. Fill in the dialogue and click OK.

dialog create a custom dashboard

Dialogue box create a Custom Dashboard

 

Step 4. To define which projects are shown in this Custom Dashboard click Set Dashboard Filter, a dialogue box appears.

Step 5. In the dialogue box define the filter(s) to show the correct set of projects, click OK.

Step 6. Click Edit Roles to give users access to the Custom Dashboard. See Working with roles.

dialoog set dashbaord filter

Dialogue box Set Dashboard Filter

 

Archive  a custom dashboard (Note: option available depending on your role)

Step 1. Navigate to the tab Portfolio Management.

Step 2. In the section Custom Dashboards, select a Custom Dashboard row and click Archive, a pop-up appears.

Step 3. In the pop-up click Archive, the Custom Dashboard is now moved to the tab Archive.

dialoog archive custom dashboard

Dialogue box archive a Custom Dashboard