What is a Dashboard?
A 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. A dashboard can be viewed from your Home page or on its own page called Dashboard through from the Review menu. You can filter the information that appears in a dashboard by selecting a specific portfolio, and then indicate how you want to view that data by selecting a specific layout. Creating a portfolio is something that most users should be able to do, creating a dashboard layout is an administrator function that may require special permission within your organization. This article describes the dashboard from the end user perspective.
Click here to view a brief video tutorial about how to view Dashboards.
1. The Dashboard
Dashboards can be viewed from your Home page if selected or from the Review menu where it will appear as the only item on the page. When the navigation menu is not in the pinned position, the dashboard will expand automatically to fill the page. See the article What does the Pin do? for more information about how the pin impacts the display of PowerSteering. The initial display for the dashboard will be according to the specifications of layout created by an administrator. Once displayed you can edit the layout by removing, dragging, filtering and grouping columns. Below is a description of each component of the dashboard.
Portfolio: This is a collection of work objects such as projects, ideas or organizations that can be viewed using a dashboard. Portfolios control what information is displayed.
Layout: This is a set of definitions that control how the information is displayed on the page. Creating and editing layouts is an administrative function.
Legend: The legend provides definitions for the initial information displayed on the dashboard such as the threshold, summary and group settings.
Charts: If included as part of the layout specifications, one or more charts can be displayed at the top of the dashboard. Depending on how the charts are configured, changes to the dashboard display such as filtering or exclusions from portfolio, can alter the chart appearance when refreshed. The charts may show initially as part of the layout in a specific size. You can change the size to make them larger or smaller, or hide them from view.