Use these fields and options to manage records that will be displayed in the dashpart.
This applies to the dashboard that you access from the desktop application by clicking
Dashboard in the toolbar on the main Deltek screen.
| Field | Description |
|---|
| Search Type
|
This section contains options for searching for records to include in the dashpart:
-
Records: This option is selected by default. While this option is selected, the Saved Records grid is viewable on the Dashpart Configuration dialog box. The Saved Records grid contains all of the records that are currently referenced by the dashpart. In the Saved Records toolbar, the following buttons can be used to manage the saved records:
-
Add: Click this button to add records that will be associated with the dashpart. Clicking this button will open a lookup where you can search for records that you need.
If you are creating a
project dashpart, you can determine whether
projects,
phases, or
tasks (work breakdown structure 1, 2, or 3 records) display in the dashpart. On the
Project lookup, select
Advanced in the
Display Type field. In the
Display field, select
Project,
Phase, or
Task before you perform the search and select the records to display.
When you select records in the lookup, the new records are added to the bottom of the Saved Records grid.
-
Unsubscribe: Click this button to remove a selected record in the Saved Records grid. The removed record will no longer be viewable in the dashpart.
-
Clear All: Click this button to remove all currently associated records with the dashpart. The dashpart will be empty after all records are removed.
-
Saved Search: Select this option to use saved search criteria to populate the lookup search criteria. While this option is selected, the Dashpart Configuration dialog box displays a
Saved Search Name field. Click the
Saved Search Name field lookup to select a global or personal saved search file from the
Searches field in the lookup dialog box.
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