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Manage Dashboards page

Common Questions

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The Manage Dashboards page lists all dashboards that are defined in your user interface view and currently displayed on your Dashboards Home page, along with defined dashboards you have access to that are not currently displayed.

Note: This page displays the global and multi-user dashboards available to you as defined in your view settings, along with your private, user dashboards. If you have the appropriate rights, you can modify the list of available dashboards that display on this page.

From the Manage Dashboards page you can:

Field definitions for this page are located at the end of this topic.

Create a dashboard

Tip: You must have the appropriate security privilege to create a global dashboard.
  1. Click Create Dashboard.
  2. In the Copy from Existing Dashboard window, select Default Dashboard, or another existing dashboard, to use as a template for the new dashboard, then click OK.
The Dashboard Preferences page opens with the Content tab selected. As described in the next step, you should define user access settings on the Access tab before choosing the dashboard's content and layout; user access settings determine the options available on the Content tab.
  1. Click the Access tab. Choose Current User to make the dashboard available only to you, or All Users to enable all users to access the dashboard. To provide dashboard access to a limited number of users, choose List of Users, select the desired users in the Available Users list, then click the right arrow to move them to the Selected Users list.
  2. Click the Content tab.
  3. Enter a dashboard title. The title does not have to be unique.
  4. In the Dashboard Filter field, select a portfolio, project, or project code filter.
Note: If you chose All Users or List of Users as the access type on the Access tab, you cannot select a user portfolio as the dashboard filter.
  1. If you chose All Users or List of Users as the access type on the Access tab, mark the 'Restrict users from changing dashboard filter' checkbox if you do not want users to be able to specify their own filter for the dashboard.
If you do not mark this option, a User Filter option is displayed when a user customizes the dashboard. All users with access to the dashboard can optionally choose a user filter that overrides the dashboard filter you previously selected.
  1. To limit the number of data rows that appear in portlets, enter a number in the 'Maximum number of rows displayed in dashboard portlets' field; the default is 10.
  2. In the remaining sections of the Content tab, choose the portlets you want to display in the dashboard. The default maximum number of portlets you can display in a single dashboard is twelve; however, your administrator may set a different maximum.
  3. On the Layout tab, choose to display each portlet in narrow or wide format. To change the position of a portlet on the page, click-and-drag it to the desired location, or select the portlet and use the directional arrows.
  4. Click Save and Close.
Tip: When you create a new dashboard, it is automatically added to your list of Displayed Dashboards on the Manage Dashboards page.

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Edit dashboard content, layout, and access

  1. Click the name of the dashboard you want to edit.
  2. On the Content, Layout, and Access tabs, modify dashboard details as necessary.
  3. When finished making changes, click Save and Close to return to the Manage Dashboards page.

Refer to Customizing dashboards for more detailed information.

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Delete a dashboard

To delete a dashboard, click the dashboard's corresponding Delete link at the far right of the page, then click OK to confirm.

Tip: You must have the appropriate security privilege to delete a global dashboard. You cannot delete a multi-user dashboard created by another P6 Web Access user.

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Choose the dashboards to display on the Dashboards Home page

On the Manage Dashboards page, dashboards currently displayed on the Dashboards Home page are listed in the Displayed Dashboards section; dashboards you have access to, but are not currently displayed, are listed in the Available Dashboards section. To show or hide a dashboard, mark or clear its corresponding checkbox. When you mark a dashboard checkbox, it is automatically moved to the Displayed Dashboards section; when you clear a dashboard checkbox, it is automatically moved to the Available Dashboards section.

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Reorder dashboard tabs on the Dashboards Home page

On the Dashboards Home page, the dashboard tabs are displayed (left to right) in the order in which they are listed (top to bottom) in the Displayed Dashboards section. To change the display order of dashboard tabs, use the up and down arrows on the right side of the page to move dashboards up or down in the list; you can also click-and-hold on the dashboard name, then drag it to the desired location.

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Field Definitions

Title
Displays the dashboard name.
Filter
The portfolio, project, or project code filter defined for the dashboard. Click the dashboard name to specify a different filter on the Content tab.
Available To
Specifies who can access the dashboard, and can have one of the following values: User (only you have access), Multiple Users (you and other specified users have access), and Global (all users have access).
Created By
Displays the login name of the person who created the dashboard.
Date Created
The date the dashboard was created.

To quickly find a dashboard based on the dashboard title, enter search criteria in the Search field.

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