Any Project Insight user, especially executives, sponsors, managers, but also team members, project managers, administrators, clients, partners, sub-contractors. Learn more about Dashboards in the Dashboard Components article.
- Add pie charts, bar graphs and line charts to your dashboard
- Learn how to insert saved or shared reports on your dashboard
- Bring frequently used web pages within immediate view
- Stream your comments and alerts in the notifications box
Add graphs, charts, and saved reports to your dashboard. Go to display options in the top right corner and select charts. Choose from charts available: including issues, projects and resource allocation.
The resource allocation graph is a display of your total available resources in the line on top, and the resources you will need by skill set in the bar chart below. If you hover over each section, a tool tip will appear with the exact figures for that resource type role. You can also click on a section in the legend to toggle it on or off.
To add saved reports to your dashboard view, add a report from the Page Display options. Then choose the saved or shared report you want to show by clicking the hyperlink Select a Report.
When you have a dashboard set up that you like, you may name and save it. This allows you to access your favorite dashboard within one click from the menu.
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