In This Article
Overview
You can create a customised dashboard according to your preference. Follow these steps to create your own customised dashboard.
Creating a new dashboard
To create a new dashboard select the drop down from the dashboard name on the home page and click the +Add button.
Customising your dashboard
This will open the add dashboard screen similar to the one above. Click on the Click to edit file to type in the name of your dashboard. You can mark ypur dashboard as a Favourite by clicking on the star icon in the middle of the screen. Select the drop down arrow on the Add New Widget button and select the widgets you would like to add onto the canvas. The list of widgets you can add to your canvas are the following:
- Other Activities
- Portfolio Activities
- Activity Completion
- Pending & Outstanding Approvals
- Cumulative Benefits
- Cumulative Pipeline
- Escalated Activities
- External Link
- Initiatives
- Key Performance Indicator
- KPI Chart
- Meetings
- Portfolio Value
- RARs
- Risks
- Summary Completion
- Total Benefits to Date
Remember to click Save once changes have been made.