View a Dashboard

Dashboards provide visual representations of workspace, project, portfolio, and program data. Dashboards are composed of individual tiles. Depending on its contents, you can view tile data, drill into an area of the tile, maximize a tile's size, and navigate to the page that the tile represents.

To view a dashboard:

1. In the object selector, select  Workspace, ﱆ Project,  Portfolio, or  Program, and then select an object name from the list.
2. From the  Main Menu, select 碌 Dashboards, and then select Dashboard List.
3. On the Dashboard List page, select a dashboard tab to view that dashboard.
4. On the dashboard, view the available tiles or choose a tile and do any of the following, if applicable:
   • On supported charts, select a chart area to drill down to a configured sub-chart. Some charts may have multiple levels of sub-charts. Select Back to navigate to the previous level.
   • Select  Maximize to enlarge an individual tile. Select  Minimize to return the tile to its default size.
   • Select  Refresh to load the most up-to-date tile data.
   • Select  More to navigate to object pages. You can also select individual fields or data entries to navigate to the object page.

Tips

• Use the Currency drop-down on a dashboard to choose which currency to view cost data. Charts, Project Budget Plan, and Program Budget tiles support multicurrency. Subject areas that do not support multicurrency will display base currency. Subject areas that support multicurrency but contain cost data columns from a subject area that does not support multicurrency will be blank.
• Risk and History data displays in base currency.
• You can select the  Print icon to print either the dashboard or an enlarged tile.
• All workspaces, portfolios, projects, and programs have a default Overview Dashboard. You cannot edit or delete this dashboard. If you do not see the Overview Dashboard on the Manage Dashboards or Dashboard List page, then you must assign a dashboard.
• When activity date indicators are enabled, the pre-configured Activities charts display indicators on the Start and Finish date columns of the activities that have actual dates or assigned constraints. The indicators are displayed for the following charts: Top 10 Activities, Top 10 Activities Starting This Week, and Top 10 Activities Finishing This Week.

Tips for Troubleshooting the External URL Tile

• If you experience problems using the External URL tile in a dashboard, consider the following issues:
  • When configuring the External URL tile for the dashboard, you must comply with the following standards:
    • The web address must begin with http:// or https://

      For example: https://www.example.com

  • If you are configuring a portlet such as P6 or Unifier, you must be logged in to the application to see data. This is a static image in which you cannot make changes. If you do not have access to the application shown in the portlet, you will not see any data.
  • Select Preview when configuring an External URL tile to validate the web address. If the web address is invalid, you will receive a message.
  • Some web pages are set to not allow their content to be embedded in another page. To view the content from these web pages, you will need to open a new browser tab.