Dashboards Overview

Building a Dashboard Video

The Dashboards app enables you to create, manage, and view custom dashboards with visual representations of workspace, project, portfolio, and program data. Dashboards provide an overview of data that is critical when monitoring your projects. Multiple dashboards can be created to meet the needs of different audiences, such as administrators, project managers, field employees, and executives.

Dashboards can be created at the workspace, project, portfolio, and program levels. At the workspace level, all dashboards created can be inherited by child workspaces. Therefore, you should create your dashboards as high up in the workspace hierarchy as necessary. Project, portfolio, and program dashboards that are created in a workspace can be configured to be available in all projects, portfolios, and programs in the workspace. You can also create additional project, portfolio, and program dashboards at that object level to be available for that object only. You can use the Currency drop-down located on the upper right of a dashboard to choose which currency to view cost data.

All workspaces, projects, portfolios, and programs have a default Overview Dashboard. You cannot edit or delete the default Overview Dashboard. However, you can determine which dashboards are displayed on the Dashboard List page for the object that you are in, and rearrange the order of dashboards.

All security privileges apply to dashboards. For example, if you do not have access to see data contained within a certain project, you will not see the data for this project on the dashboard. If you do not have the required security privileges to see any data, you will see a blank tile on the dashboard. The amount of projects and data that users see depends on their security privileges.