Add a Dashboard

Add dashboards to display a meaningful view of workspace, project, portfolio, and program data. New dashboards must contain at least one tile.

To add a dashboard:

1. In the object selector, select a workspace, project, portfolio, or program.
2. In the sidebar, hover over  Dashboards, and select Manage Dashboards.
3. (Workspaces only) On the Manage Dashboards page, select the Workspace, Project, Program, or Portfolio tab.
4. On the selected tab, select  Add.
5. On the Edit page, in the properties pane, complete the following fields:
   • Name: Enter a unique name for the dashboard.
   • Title: Enter a title. The title appears in the list of available dashboards that a user can view.
   • (Optional) Description: Enter a description.
   • Display in Viewer: Clear this check box if you do not want the dashboard to be available on the Dashboard List page.
   • In the Available Tiles section, drag and drop available tile types from the settings pane to the dashboard. You can use the Search field to search for a tile type or use the Tile Type Filter field to filter your options by available tile types.

     Note: To add an already existing chart to a Chart tile type, the chart must be owned by or assigned to the current workspace. You can also add a new chart on the Dashboard Edit page from the properties pane for a selected Chart tile.

6. In the properties pane for a selected tile, complete the following fields:
   • (Optional) Title: Enter a title. Select Hide title on tile to hide the title.
   • Tile Column Width: Select the screen width of the selected tile. Tile width can vary from 1/8 of the screen to full screen.
   • Tile Row Height: Select the screen height of the selected tile. Tile height can vary from 1/8 of a screen to full screen.
   • Tile Type: Choose a tile type from the Select Tile Type dialog box if you want to change the tile type.
   • Configure any additional settings based on the tile type.
7. Select Save or Save and View to view the dashboard in the dashboard list.

Tips

• You can also double click a tile icon in the Available Tiles section of the properties pane to add the tile type to the next open space on the dashboard.
• You can create a chart directly from the Tile settings pane by selecting  Create Chart. See Add a Chart for more information.
• To enable drill-down functionality on a chart tile, in the Tile settings pane select Enable Drill Down, and then select Link Sub Chart. In the Select Chart dialog box, select a chart to drill into. In the sub-chart list, use the  Context menu to edit a chart title, replace the selected chart with a different chart, or unlink a chart to remove it from the list. Unlinking a chart will also remove all subordinate charts from the list. For more information, see Charts Overview.