You can create an unlimited number of dashboards and display them as tabs on the Dashboards Home page. If you have the rights to access the Manage Dashboards page, you can create, edit, and delete private and multi-user dashboards. With the appropriate security privilege, you can create, edit, or delete global dashboards.
To create a dashboard
- From the Dashboards action menu in the global navigation bar, choose Manage Dashboards.
- Click Create Dashboard.
- 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.
- 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.
- Click the Content tab.
- Enter a dashboard title. The title does not have to be unique.
- 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.
- 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.
- 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.
- 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.
For descriptions of the portlets you can display in dashboards, select from the following portlet help topics:
Action Required
Communication Center
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
Project Health
Project Notebooks
Project Statistics
Project and Document Workflows
Resource Analysis Chart
Resource Team Summary
Schedule Performance
- 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.
- 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.
To edit a dashboard's content, layout, and access
You can modify general dashboard details, the portlets that display in the dashboard, the layout of portlets in the dashboard, and users who can access the dashboard in Dashboard Preferences. You can access a dashboard's preferences in two ways:
- On the Dashboards Home page, select the dashboard tab you want to edit, then click Customize at the top of the dashboard.
- From the Dashboards action menu in the global navigation bar, choose Manage Dashboards, then click the name of the dashboard you want to edit.
Tip: To ensure you can specify all possible options in Dashboard Preferences, you should access the preferences by clicking Customize on the Dashboards Home page; some options do not appear when you access Dashboard Preferences from the Manage Dashboards page.
Modify dashboard details and preferences as necessary, then click Save and Close when finished to return to the previous page.
Tip: You cannot modify dashboard preferences for a multi-user dashboard created by another P6 Web Access user.
For more detailed information on customizing a dashboard, refer to Customizing dashboards.
To delete a dashboard
- From the Dashboards action menu in the global navigation bar, choose Manage Dashboards.
- For the dashboard you want to delete, click its corresponding Delete link at the far right of the Manage Dashboards page.
- Click OK to confirm.