The Dashboards Home page displays portlets that contain information about the portfolios, projects, resources, and activities specific to you. The information you can view is controlled by your module access and security settings, administrator configuration and user interface view settings, your assignments to activities, your filtering criteria, and the customized content and layout you select.
Note: The first time you log into P6 Web Access, the Dashboards Home page displays dashboards available to you as defined in your user interface view.
You can customize the Dashboards Home page to display user-defined (private), multi-user, and global dashboards. Each dashboard appears as a named tab on the Dashboards Home page.
I want to :
- learn more about dashboards
- customize dashboard content, layout, and access
- filter dashboard content
- refresh a filtered portfolio
Dashboards overview
You can display the following types of dashboards on the Dashboards Home page:
- User dashboards are private dashboards you create that are not available to other users. If you have rights to access the Manage Dashboards page, you can create and display an unlimited number of user dashboards and use them to organize information into groups meaningful to you, for example, a dashboard that contains all of your personal information such as My Activities, My Projects, and My Documents.
- Multi-user dashboards are dashboards accessible to a specific group of users. When you create a dashboard, you can choose to make it available to users you select; likewise, when another user makes a dashboard available to you, you can display the dashboard on the Dashboards Home page. Only the user who creates a multi-user dashboard can modify its contents, layout, or access.
- Global dashboards are available for display by all P6 Web Access users. You must have the appropriate security privilege to create, edit, and delete global dashboards.
Customize dashboard content, layout, and access
You can customize the content and layout of, and access to:
- your user-defined (private) dashboards
- multi-user dashboards you've created
- global dashboards, if you have the required security privilege
Tip: You cannot modify multi-user dashboards created by another user, even if you have access rights to view the dashboard.
To edit dashboard content, layout, and access
- If more than one dashboard is displayed on the Dashboards Home page, select the tab for the dashboard you want to customize, then click Customize directly below the dashboard name.
Tip: You can also customize dashboard content, layout, and access when you create a dashboard. For information on displaying dashboards on the Dashboards Home page, see Show, hide, or reorder dashboards.
- On the Content tab, you can change general dashboard settings such as the dashboard title and filter, and change the portlets that display in the dashboard.
To change the layout and view options of portlets on the dashboard, click the Layout tab.
To change who can access the dashboard (Current User, All Users, or a List of Users), click the Access tab.
- When finished making changes, click Save and Close.
For more detailed information, see Customizing dashboards.
Filter dashboard content
All data displayed on a dashboard is filtered by the portfolio, project code value, or project selected in the Filter by field at the top right of the dashboard. For example, the Project Health portlet only displays performance and schedule information for projects that meet the selected filtering criteria.
You can always change the Filter by option for a private (user-defined) dashboard, and for any multi-user or global dashboard you create. For multi-user and global dashboards you have access rights to view, you can change the Filter by option only if the 'Restrict users from changing dashboard filter' customize option is not selected in Dashboard Preferences.
To
select a different project, portfolio, or project code filter, click at the top right of the dashboard. In the Select field, choose the type of filter you want to select (portfolio, project, or project code). Select the item you want to filter by, then click OK. The dialog closes, and the dashboard is refreshed to reflect your new filter selection.
Notes:
-
When you organize the Filter by dialog by project code, you cannot select a project code; you must expand the project codes to display and select a project code value. Similarly, when you organize the Filter by dialog by project, you cannot select an EPS; you must expand the EPS nodes to display and select a project.
-
You can only choose one portfolio, project code value, or project as the dashboard filter.
Refresh a filtered portfolio
If a filtered portfolio is specified as the dashboard filter, P6 Web Access displays the last date the filtered portfolio was refreshed below the Filter by field. You can refresh the filtered portfolio to ensure that all projects that meet the filtered portfolio's criteria are included in dashboard data. To refresh the filtered portfolio, click .