Managing dashboards

Dashboards are created with up to 12 windows of data called Portlets. A variety of pre-defined portlets come with P6. Users are assigned dashboards as a part of adding a new user to a user-group profile. Some organizations allow users to create dashboards, too. Simply choose up to 12 portlets, arrange them in a pleasing view, and then indicate who gets to see your new dashboard. An example portlet is shown in the following screenshot:

Portlets all have a set of common buttons, such as, Print, Help, Close, Expand/Minimize and a special button to refresh the data within the window using up-to-the-minute data from all users in the system.

Clicking on the epaulets on the right of each portlet header will collapse or expand the portlet.

To grant a user the ability to manage dashboards, go to Administer | User Interface Views, and check the box next to Dashboards | Menu Items | Manage Dashboards:

You can also use this screen to assign a default list of dashboards available to a...