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Customizing dashboards

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You can customize dashboards to display and organize the content you want to view. For each user-defined or multi-user dashboard you create, you can customize the dashboard's content, layout, and access. With the appropriate security privilege, you can also customize global dashboards. You cannot customize multi-user dashboards created by another P6 Web Access user, even if you have access to view the dashboard. For global and multi-user dashboards you have access to view, but not edit, you may be able to specify a user filter that overrides the dashboard filter specified by the dashboard's owner.

You can customize a dashboard in Dashboard Preferences, which you can access in two ways:

Tip: Oracle Primavera recommends that you choose this option to ensure that all preferences are available when you customize a dashboard. When you access Dashboard Preferences through the Manage Dashboards page, as described below, some customize options do not appear.

When customizing a dashboard you can:

Edit general dashboard preferences

  1. Click the Content tab.
  2. In the General section, you can:
    • edit the dashboard name
    • click assign to change the dashboard filter, if you are the dashboard owner
    • change the 'Maximum number of rows to display in dashboard portlets'
    • choose whether or not to 'Restrict users from changing the dashboard filter'
    Tip: This option is only available for global dashboards (if you have the required privilege to edit global dashboards) and multi-user dashboards you created. If you do not mark this option, a User Filter option is displayed for users who have access rights to view the dashboard; users can select their own filter for the dashboard in this field, or in the Filter by field on the dashboard.
  3. This option is only available when all of the following are true: you access Dashboard Preferences from the Dashboards Home page, rather than the Manage Dashboards page; the dashboard is a multi-user dashboard created by another user, or a global dashboard you can view but not edit; and, the 'Restrict users from changing the dashboard filter' option is not selected. Refer to the specify a user filter for multi-user and global dashboards section below for more detailed information.
  4. 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.

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Choose the portlets to display in a dashboard

  1. Click the Content tab.
  2. Mark the checkbox beside each portlet you want to view and clear the checkbox for portlets you do not want to view.
    To view or hide additional options related to a portlet, click collapse 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 access rights to Web Access modules. The default maximum number of portlets you can display in a dashboard is twelve; however, your P6 administrator may specify a different maximum. For a complete list of the portlets available for display, refer to the Workspaces TOC.

  1. 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.
Tip: Refer to the custom portlet help for important details on specifying a custom URL.

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Position portlets on a dashboard

  1. Click the Layout tab.
  2. 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.
  3. For each portlet, choose to display the portlet in narrow or wide view.
  4. 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.

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Specify user access to a 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. The access settings you specify on this tab determine the options that are available in the General section of the Content tab.
  1. Click the Access tab.
  2. 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.

  3. 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.

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Specify a user filter for a multi-user or global dashboard created by another user

For multi-user and global dashboards, the dashboard owner can choose to restrict users from changing the dashboard filter. If the dashboard owner chooses this option, the dashboard displays data according to the specified dashboard filter; you cannot specify your own filter for the dashboard. If the dashboard owner does not choose to restrict users from changing the dashboard filter, you can select your own filter for the dashboard.

To select a filter from within Dashboard Preferences, in the General section of the Content tab, click assign next to the User Filter field to select a filter. The filter setting you select does not affect the filter setting for other users who can view the dashboard.

To select a filter directly from the dashboard, click assign in the Filter by field on the dashboard.

Tip: 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.

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