When creating or editing a dashboard, use the available tabs of Dashboard Preferences to choose the portlets that are displayed in the dashboard, to arrange the layout of those portlets, and to specify user access to the dashboard.
Tip: The preferences on these tabs apply to the selected dashboard only. For example, when you click Customize on the Dashboards Home page, the preferences correspond to the dashboard tab that is currently selected on the Dashboards Home page. Similarly, when you click a dashboard name on the Manage Dashboards page, the preferences correspond to the dashboard you selected. Preferences you specify for the selected dashboard do not apply to any other existing dashboard.
In Dashboard Preferences you can:
- edit general preferences and choose the portlets to display in the dashboard
- position portlets on the dashboard
- specify user access to the dashboard
A list of portlets you can display in a dashboard is included at the end of this topic.
Edit general preferences and choose the portlets to display in the dashboard
- Click the Content tab.
- In the General section you can:
- add or edit the dashboard name
- click
to specify or change the dashboard filter, if you are the dashboard owner
- change the 'Maximum number of rows to display in portlets'
- In the General section, choose whether or not to 'Restrict users from changing the dashboard filter'.
Tip: This option is only available if the dashboard is a multi-user dashboard you created, or a global dashboard you created or have rights to edit. If this option is not marked, a User Filter option is displayed when other users with access to the dashboard view Dashboard Preferences; users can select their own filter for the dashboard in this field, or in the Filter by field on the dashboard.
- In the User Filter field (if available) of the General section, choose a filter to override the defined dashboard filter, if desired.
Tip: This field only appears when you view Dashboard Preferences for a global or multi-user dashboard created by another user, and the 'Restrict users from changing the dashboard filter' option is not marked. The filter setting you select does not affect the filter setting for other users who can view the dashboard. You can also choose your own filter in the Filter by field on the dashboard, rather than in this field.
Additionally, the User Filter option only appears when you access Dashboard Preferences by clicking Customize on the Dashboards Home page; the option does not appear when you access Dashboard Preferences by clicking a dashboard name on the Manage Dashboards page, regardless of the dashboard type or the 'Restrict users from changing the dashboard filter' setting.
- Mark the checkbox beside each portlet you
want to view and clear the checkbox for portlets you do not want to view.
- To save your changes and return to the previous page, click Save and Close. To continue making changes on another tab, click Save, then click the Layout or Access tab.
To view or hide additional options
related to a portlet, click
next to the portlet name.
Additional options allow you to further filter or customize the items
that display
within a portlet. For example, you can limit the My Activities portlet to
display activities scheduled within a specific timeframe or, in the My Projects portlet,
you can include only the projects for which you are a resource.
Tip: The portlets available for display depend on your assigned module access. The default maximum number of portlets you can display in a dashboard is twelve; however, your P6 administrator may specify a different maximum.
Tip: Refer to the custom portlet help for important details on specifying a custom URL.
Position portlets on the dashboard
- Click the Layout tab.
- Click-and-drag the portlets to the desired location on the dashboard. Alternatively, you can select a portlet, then use the directional arrows to position the portlet.
- For each portlet, choose to display the portlet in narrow or wide view.
- To save your changes and return to the previous page, click Save and Close. To continue making changes on another tab, click Save, then click the Content or Access tab.
Specify user access to the dashboard
When you create or edit a dashboard, you can choose to make the dashboard available only to you (user dashboard), to all users (global dashboard), or to a list of users you specify (multi-user dashboard).
Tip: You must have the appropriate security privilege to specify All Users access. You cannot change the access setting for a multi-user dashboard created by another user.
- Click the Access tab.
- Choose Current User to make the dashboard available only to you; choose All Users to make the dashboard available to all P6 Web Access users; click List of Users to make the dashboard available to some P6 Web Access users.
If you choose List of Users, use the arrows to move users between the Available and Selected Users lists. You can Ctrl-click to select multiple users.
- If you are finished making changes, click Save and Close to return to the previous page. To continue making changes on another tab, click Save, then click the Content or Layout tab.
Available dashboard portlets
Action Required
Communication Center
Cost Worksheet
Custom Portlet
Earned Value Performance
Index Performance
My Activities
My Calendar
My Documents
My Issues
My Projects
My Reports
My Risks
My Workgroups
Open Requests for Resources
Portfolio View
Project Gantt Chart
Project Health
Project Notebooks
Project Statistics
Project and Document Workflows
Resource Analysis Chart
Resource Team Summary
Schedule Performance