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Customizing Dashboards

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.

To customize dashboards:

  1. Click "" Dashboards.
  2. On the Dashboards page, select a dashboard.
  3. On the dashboard, click Customize.
  4. On the Customize page:
    1. Click the Content tab and configure what portlets display on the dashboard page. For help, see Configuring Dashboard Content.
    2. Click the Layout tab and customize the display of the dashboard portlets. For help, see Configuring Dashboard Layout.
    3. Click the Access tab and select an option to determine which users can use the dashboard. For help, see Configuring Dashboard Access.
    4. Click Save and Close.

Tips

  • You can also select a dashboard on the Manage Dashboards page to customize it.
  • You can always customize your private dashboards, as well as multi-user dashboards you create. You cannot customize multi-user dashboards created by another user. You must have the required security privilege to customize a global dashboard. For global and multi-user dashboards you have access to view, but not edit, you might be able to specify a user filter that overrides the dashboard filter specified by the dashboard's owner. Be aware this may lead to unexpected results.

Related Topics

About Dashboards

Configuring Dashboard Content

Configuring Dashboard Access

Configuring Dashboard Filters

Configuring Dashboard Layout

Showing and Hiding Dashboards

Working with Dashboards

Creating Dashboards

Working with Workflows in P6

Customize Dashboard Page


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