How do I add a new Dashboard layout?

Dashboard is a powerful method for looking at information associated with a group of work objects such as projects, ideas or organizations in an easy to view table format. This article describes how to add a new Dashboard layout.

1. Click Dashboard

Click Dashboard
  1. On the Icon Bar, click the Admin button, then click Layouts to expand the menu.
  2. Click Dashboard.

2. Click Add New

  • Click Add New.

3. Enter Dashboard Information

  1. Enter dashboard information.
  2. Click Continue...

Name: A unique name for the dashboard layout.

Default Layout: If selected, the layout will be the initial layout that is used for a user’s dashboard. Users will still have the option to choose a different dashboard layout if they are available.

Description: A brief description of the dashboard layout (optional).

Notify portfolio owners about this layout: If selected, a notification will be sent to all portfolio owners informing them that a new dashboard layout has been created.

Administrators: Search for and select users or groups that will have permissions to edit your dashboard layout (optional). Only users or groups with the Dashboard Layout Administration permission can be selected for this field. See How do I set up sub-administration permissions? and How do I assign a user as a sub-administrator? for more information about sub-administration.

4. Add Special Columns

  1. Click the green Add button to add project and owner tags, custom fields, metrics, and measures to your dashboard layout.
  2. Click Continue...

4.1. Add Project Tag Column

Add Project Tag Column
  1. Click the green Add button under the Project Tags section.
  2. From the Tag drop-down menu, select a tag to include in the layout.
  3. In the Column Name field, enter a custom name for the tag column (optional).
  4. Click Add Tag Column.
  5. Repeat Steps 1 - 4 to add additional project tags.

4.2. Add Owner Tag Column

Add Owner Tag Column
  1. Click the green Add button under the Owner Tags section.
  2. From the Tag drop-down menu, select a tag to include in the layout.
  3. In the Column Name field, enter a custom name for the tag column (optional).
  4. Click Add Tag Column.
  5. Repeat Steps 1 - 4 to add additional owner tags.

4.3. Add Custom Fields Column

Add Custom Fields Column
  1. Click the green Add button under the Custom Fields section.
  2. From the Custom Field drop-down menu, select a custom field to include in the layout.
  3. In the Column Name field, enter a custom name for the custom field column (optional).
  4. For text custom fields only, modify the Display Length to control how many characters of the field are visible in the Dashboard column. The full text will be visible as a mouse-over.
  5. Click Add Custom Field Column.
  6. Repeat Steps 1 - 5 to add additional custom fields.

Note: Custom Field columns will behave just like tags; however, you cannot apply thresholds to them.

4.4. Add Metrics Column

Add Metrics Column
  1. Click the green Add button under the Metrics section.
  2. From the Template drop-down menu, select the metric template to include in the layout.
  3. Where applicable, select the View, Line Item, and Period to be shown in the column. See the article What are the metric report options? for more information about these fields.
  4. In the Column Name field, enter a custom name for the metric column (optional).  If a custom name is not provided, the column name will be a concatenation of the Template Name, View, Line Item, and Period.
  5. From the Precision drop-down menu, select how many numbers should be displayed to the right of the decimal point.
  6. If the layout is going to be used in the Program Console, from the Programs drop-down menu, select whether you the metrics should roll up and include or exclude programs.
  7. Click Add Metric Column.
  8. Repeat Steps 1 - 6 to add additional custom fields.

Programs: For layouts that are going to be used for the Program Console, defines whether metrics will be rolled up and whether or not programs are included.

  • Rollup, exclude programs: The metric will be rolled up, but programs will be excluded.
  • Rollup, include programs: The metric will be rolled up, and programs will be included.

4.5. Add Measures Column

  1. Click the green Add button under the Measures section.
  2. From the Template drop-down menu, select the measure template to include in the layout.
  3. From the Data drop-down menu, select the type of data to display in the dashboard layout.
  4. From the Display column, select how measure data will be displayed.
  5. In the Column Name field, enter a custom name for the measure column (optional).
  6. Click Add Measure Column.
  7. Repeat Steps 1 - 6 to add additional custom fields.

Data: Defines what type of measure data will be used for the measure column.

  • Value: The current value.
  • % of Overall: The progress towards the goal value, expressed as a percentage.
  • Change in Period: The progress made towards the goal value since the last value was recorded.
  • Expected: The expected value.
  • Expected Change: The value that is expected for the period assuming linear progress.

Display: Defines how measure data will be displayed.

  • Value: Only the measure value will be displayed in the Dashboard.
  • Indicator: Only the measure indicator icon will be displayed in the Dashboard.
  • Value & Indicator: Both the measure value and indicator icon will be displayed in the Dashboard.
  • Value & Background: The measure value will be displayed in the Dashboard with a background color according to measure thresholds.

5. Select Columns and Ordering

  1. Select columns you want to include in the dashboard layout from the Available list and click the right arrow to move them to the Selected list.
  2. Use the up and down arrows to adjust the ordering of columns if necessary.
  3. Click Continue...

Note: There is no limit to the number of columns that can be added to a Dashboard layout; however, it is recommended that no more than 20 columns be used in a single layout. See the article What are the Dashboard column options? for an explanation of each Dashboard column.

6. Select Charts

  1. Select columns you want to include in the dashboard layout from the Available list and click the right arrow to move them to the Selected list. See the chapter Configuring Charts for more information about creating Dashboard charts.
  2. Use the up and down arrows to adjust the ordering of columns if necessary.

Initial chart size: The initial size of the charts displayed on on the Dashboard layout. Users will still have the option to choose a different chart size.

Hide charts initially: If selected, charts will initially be hidden from the Dashboard layout. Users will still have the option to show charts.

7. Define Thresholds

If you included any non-metric columns that can be quantified, you can define thresholds for them. The threshold settings will create visual cues for users (red=warning, yellow=caution). See the article What are the Dashboard column options? for an information about non-metric Dashboard column thresholds.

If you included metric columns, you can define thresholds for each column.  Metric thresholds compare the values of a single line item from 2 different metric views. Metric thresholds consist of:

The primary view: The metric view selected in Step 2 of the layout setup and added as a column to the layout in Step 3.

The operator: Defines the comparison of the metric view values.

  • Is greater than: Alert colors only apply if the primary value is greater than the compared value.
  • Is less than: Alert colors only apply if the primary value is less than the compared value.
  • Is different than: Alert colors apply when the primary value is different than the compared value.

The compared view: The metric view to compare the primary view to.

Yellow and Red Thresholds: Both values are static numbers or percentages, if Percentages is selected.

Note: If the value for the yellow threshold is less than the value for the red threshold, PowerSteering will interpret this to indicate that you want the alert level to increase (move from yellow to red) as the difference between the primary and compared metric values increases. Conversely, if the value for the yellow threshold is greater than the value for the red threshold, PowerSteering will interpret this to indicate that you want the alert level to increase (move from yellow to red) as the difference between the primary and compared metric values decreases.

8. Define Layout Options

  1. Select layout options as necessary. Note: Options available in this section will vary based on the Dashboard layout columns selected.
  2. Click Continue...

Show icons when possible: If selected, icons will display on the Dashboard instead of words whenever an icon is available.

Include lower work for Issues: If the Issue column is part of the layout, select this check box to include open issues from all descendant work in the number of issues.

Include lower work for Actual Cost: If the Actual Cost column is part of the layout, select this check box to include actual costs from all descendant work in the total for the column.

Include lower work for Budget: If the Budget column is part of the layout, select this check box to include the budgets from all descendant work in the total for the column.

Include lower work for Budget Baseline: If the Budget Baselines column is part of the layout, select this check box to include the baseline budgets from all descendant work in the total for the column.

Included lower work for Estimated Cost: If the Estimated Cost column is part of the layout, select this check box to include estimated costs from all descendant work in the total for the column.

Include lower work for Risks: If the Risks column is part of the layout, select this check box to include risks from all descendant work in the number of risks.

Show location as: Defines how the location is displayed in the Location column.

  • Location Icon: Displays an icon that when clicked on shows the location of the work in the Work Tree.
  • Best Parent: Displays only the name of the parent of the work.

Show full text for progress indicator column: If selected, the Progress Indicator column will use text rather than icons to display progress.

Include Gantt: If selected, the gantt chart will be displayed on the Dashboard.

Program Console layout?: If selected, the layout will be available in the Program Console.

9. Define Sorting

  • You can use up to 3 columns to define the default sort for the Dashboard layout. Simply select a column for Primary, Secondary and Tertiary and then determine whether the sort should be Ascending or Descending. Users will still have the ability to re-sort the layout as they work with the Dashboard.

10. Define Grouping

  • You can also select 1 column by which Dashboard data will be grouped. Depending on the column you select, you may have to enter additional information. For example, if you want to group the Dashboard by a numerical column such as % Complete, you will have to enter a Numerical Interval so that the grouping behavior will be optimal.

11. Define Summaries

  1. Select summary options as necessary.
  2. Click Continue...

Numeric columns selected for the Dashboard layout can also include summary data. Using the Summaries section, simply select the summary data you wish to include in the layout. Each column can have multiple summary calculations. Depending the column type, the following summary options may be available:

  • Sum: The total of all column values added together.
  • Average: The sum of all column values divided by the number of values.
  • Minimum: The lowest value in the column.
  • Maximum: The highest value in the column.
  • Count: The number of values in the column.
  • Distinct Count: The number of different values in the column.
  • Median: The middle value when column values are arranged in order of magnitude.
  • Variance: The variance of column values.
  • Standard Deviation: The standard deviation of column values.

12. Define Column Names

Administrators can modify default column names to make a Dashboard layout more usable. Columns that are not metric, measure, tag, or custom field columns can be renamed.

  1. Next to a column name, enter a new column name if necessary.
  2. Click Finish & Save Changes.

13. View Dashboard Layout

  • View newly created Dashboard layout.

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