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Working with Dashboards

P6 provides three types of customizable dashboards: dashboards (representing multiple projects), the project workspace (representing a single project), and workgroups (representing the data important to sub-groups or teams within a project). You can customize the content and layout of each dashboard or workspace to display the portlets you want to view. Portlets provide a means for adding, customizing, editing, and viewing portfolio, project, resource, and personal data, as well as for collaborating with other users.

The Dashboards page displays the global and multi-user dashboards available to you as defined in your user interface view settings, along with your private user dashboards. Each dashboard displays one or more portlets.

Note: An administrative setting limits the number of portlets that can display in a dashboard to 12; however, administrators can specify a different maximum.

Use the Manage Dashboards page to modify the list of available dashboards that display on the Dashboards page or to create your own private or multi-user dashboards. Refer to Showing and Hiding Dashboards. The Personal Workspace dashboard is a common default title used for the default dashboard assigned to a user. You can customize dashboards. See Customizing Dashboards.

The Project Workspace page is the default dashboard for a project and provides many categories of project information, also shown in portlets. Each team member views the same project-related portlets, including Project Milestone Status, Activities Behind Schedule, Project Documents, and so on.

The two primary types of dashboards appearing on the Dashboards page or Project Workspace page, enable you to view and manage project data based on your module access, security privileges, and role relative to a project.

Note: When multiple projects are open on the Project Workspace page in the Projects section , the Select Project list displays each one. You must select the project you want to work with from the Select Project list. If a single project is open, the Select Project list does not appear. Any action you perform and all data that appear on the page apply to the selected project only.

The Workgroups page is a collaborative space for people working on a project. It is a subset of the workspace for an individual project. Project members can use the Workgroups page to view activities, issues, and documents (requires optional document repository) relevant to their area of the project.

Global Dashboards

As an administrator, you can create one or more global dashboards, customized for your company's business needs, that apply to all P6 users. If your administrator creates global dashboards and assigns one or more to your view:

  • they are automatically displayed as tabs on the Dashboards page when you login to P6
  • the title of the global dashboard is determined by the administrator, for example, Personal Workspace or Special Projects
  • only users with the required security privilege can modify the global dashboard's content, layout, or access

If the administrator who created the global dashboard did not select the Restrict users from changing the dashboard filter option on the Content tab of the Dashboard Details page, you can specify your own dashboard filter in the Filter by field on the dashboard.

To hide a global dashboard, choose Manage Dashboards from the Dashboards menu in the global navigation bar, then clear the dashboard's corresponding check box in the Displayed Dashboards section.

Multi-user Dashboards

As an administrator, you can configure one or more multi-user dashboards, customized for your needs. If you assign a multi-user dashboard to a user interface view, only users who have access to the dashboard as specified in the Access tab of Dashboard Preferences can view the dashboard.

Using Dashboards

As an administrator, you can configure and assign a user interface view for all users, even new users. As users, you can access global and multi-user dashboards as defined in your view when you log into P6. If you have the rights to access the Manage Dashboards page, you can create and display the dashboards you want to view. On the Manage Dashboards page, dashboards currently displayed are listed in the Displayed Dashboards section; dashboards you have access to, but that are currently not displayed, are listed in the Available Dashboards section. If you do not have the rights to access the Manage Dashboards page, you can view only the dashboards included in your view.

You can customize the Project Workspace page only if you have the appropriate module access and security privilege.

Caution: Exercise caution whenever you delete a multi-user dashboard. Other users might be using it and should be notified before you make such a change.

Customizing dashboards

Table of Screen Highlights

Item

Description

item one

Customize link: On the Dashboards page, select a dashboard and click Customize to open a page with three tabs where you can configure the dashboard's settings such as its portlet content, size and positioning in the dashboard layout, and user access.

item  two

Content tab: In this example, the General and Personal Information sections are expanded (the other sections are collapsed). This shows the available fields and options you can configure. Select a portlet's check box to show it on the dashboard.

item  three

Custom Portlets: Click the Add link to create your own portlets on the dashboard.

item  four

Layout Tab: Use the arrow icons or drag and drop to change the position of portlets within the dashboard. You can also choose from Narrow or Wide size.

item five

Access Tab: Use the common controls to select the user accounts permitted to view this dashboard. You can also enable all users to view the dashboard or restrict access to only you, the current user.

Related Topics

Creating Dashboards

Customizing Dashboards

Working with Workflows in P6


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