Accessing project and team dashboards

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Project and team dashboards are automatically created when you first visit the project or team area. You can also create dashboards as needed.

About this task

New dashboards are pre-populated with a set of widgets that are designed to help a user get started with the dashboard. This default set of widgets is determined by the dashboard templates in the process specification and can be modified by a project administrator with the appropriate permissions. By default, project and team dashboards are viewable by all users, but visibility can be restricted by modifying project access rules.

Procedure

To access a project or team dashboard:
  • Open the dashboard from the Home menu:
    1. Click the down arrow next to the Home icon (home).
    2. Select the project in the application section.
      Main Project list in dashboard

      If the project does not have a dashboard, this action creates a dashboard that is pre-populated with some basic widgets that you can modify.

  • Open the dashboard from the Project Dashboards menu:
    1. Click the Project Dashboards menu, and select All project or team name dashboards.
      Dashboard menu: All Project/Team Dashboards option highlighted
    2. In the All project or team name Dashboards page, locate the project or team area.
      Tip: You can search for the team name in the search box.
    3. Click the team or project name to open the dashboard.