How to create or edit project dashboards

Modified on Fri, 25 Aug 2023 at 10:00 AM

Dashboards are the perfect solution for creating your own pre-defined reports that can be saved and accessed frequently to assist with dynamic project reporting.


Create a new dashboard from an existing dashboard by applying new filters

Dashboards can be created from any project dashboards by applying different project filters. 

Use the project filters to select the projects to be included in you dashboard and click on Save as Dashboard

You will be presented with the following dialog. Add a title and description for your new dashboard and select the category you want the dashboard to appear when accessing your dashboard from the Dashboards dialog (you can find more information about saved dashboards here). 

If you are a project administrator or an application administrator, you will also be able to set whether the dashboard should be made available to all users.

Create a new dashboard from an existing dashboard by applying a new layout

You can also create a new dashboard from an existing dashboard by applying a new Report Layout. To do so, click on the Switch Report Layout link and you will be provided with a choice of report layouts. 

Save it as a new dashboard by simply clicking on Save As Dashboard. You will be presented with the same dialog as above.

Create a new dashboard from Project Search functionality

Use the project search functionality to create a new dashboard if you need to use advances search criteria like status report dates or project start and end dates.

To create a dashboard using project search, click on Create and select New Project Search.

Fill in the fields you want to search on and click on Search.

The results for your search criteria will be displayed under the Results tab. 

If you are happy with the returned results, click on Save As Dashboard. Enter all the details for the new Dashboard, making sure they are sufficiently descriptive so it is clear what the Dashboard is for and click Save

Editing or deleting a project dashboard

You can edit, apply different filters and/or change the report layout to any saved dashboards at any time. Simply navigate to the dashboard you want to update, apply new filters or change the layout page and select:

  • Update Dashboard to update the dashboard.
  • Save As New Dashboard to save the dashboard as a new dashboard.

To delete a dashboard, click on Update Dashboard and then select Delete.

A dashboard can also be edited via the Edit button next to the dashboard title. This option should be used if you need to apply advanced search criteria.

From here you can change the search criteria and make your updates using the dashboard editing dropdown menu.

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