Create a Dashboard

Creating a dashboard involves adding a dashboard, adding tiles to the dashboard, and customizing the layout of the dashboard.

You can create workspace, project, portfolio, and program dashboards at the workspace level. These dashboards can be inherited by child workspaces and can be made available to the projects, portfolios, and programs that exist in the workspace. You can create additional dashboards in projects, portfolios, and programs.

Create as many dashboards as necessary to satisfy the needs of your organization. You can consider creating customized dashboards for different user groups such as administrators, project managers, field employees, and executives.

If you want to use chart tile types in your workspace, project, and portfolio dashboards, ensure charts are configured before you begin creating a dashboard. See Add a Chart.

To create a dashboard:

• Add a Dashboard
• Add a Tile to a Dashboard
  • Working with Workspace Dashboard Tile Types
  • Working with Project Dashboard Tile Types
  • Working with Portfolio Dashboard Tile Types
  • Working with Program Dashboard Tile Types
• Customize the Layout of a Dashboard