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 Workspace, Project, Portfolio, or Program, and then select an object name from the list.
  2. From the Main Menu, select Dashboards, and then 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.

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