Predefined Dashboards

DPS contains some predefined dashboards that you can immediately use without having to go through the process of making a customized dashboard from scratch.

Predefined dashboards were designed so that dashboards can be immediately deployed for employees when you start using Dashboards. You can also use predefined dashboards as a baseline for a dashboard that you have in mind. You can add or remove dashparts, edit dashparts, change the layout of dashparts, rename the dashboard title and assign employees that can access the predefined dashboard.

The following predefined dashboards and corresponding dashparts are available:

Field	Description
CRM	This predefined dashboard is available if the CRM application is activated. Provides CRM users with visibility to their opportunities and activities so they have quick access to the information they need. The CRM predefined dashboard also displays milestones are coming up related to their opportunities or all opportunities. You can also see estimated and weighted revenue in different ways to effectively manage your pipeline. The CRM predefined dashboard includes the following dashparts: Upcoming Milestones system dashpart Opportunity system dashpart My Activities system dashpart Pipeline system dashpart
Resource Planning	This predefined dashboard is available if the Resource Planning application is activated. Designed for project managers or resource managers, the Resource Planning predefined dashboard allows you to quickly view generic resource assignments that are coming up and see which need to be assigned to an actual employee/resource. The Resource Planning predefined dashboard contains the Upcoming Generic Assignments system dashpart.
Project Manager at Billing	This predefined dashboard is available if the Accounting application is activated. Designed to give project managers quick access to project level financial information for projects they manage. Financial information is based on Total compensation amount to actual project activity for JTD (job-to-date) Revenue, JTD Billed and JTD Billing Amount, and JTD Variance (the difference between JTD Revenue and JTD Amount Billing). The Project Manager at Billing predefined dashboard includes the following dashparts: My Projects predefined table dashpart Project Financials at Billing predefined table dashpart
Project Manager at Cost	This predefined dashboard is available if the Accounting application is activated. Designed to give project managers quick access to project level financial information so they can evaluate the performance of projects they manage. Financial information is based on Total Compensation, JTD Revenue, JTD Billed, JTD Amount Cost, and JTD Profit. JTD Profit represents the difference between your Revenue and the Cost of the time and expense entries entered in the system. The Project Manager at Cost predefined dashboard includes the following dashparts: My Projects predefined table dashpart Project Financials at Cost predefined table dashpart
Executive	This dashboard is available if: You are a new DPS client. This dashpart is not available for clients that migrated from other Deltek products. The Accounting application is activated. Designed to give executives an overall view of the company performance from Employee Utilization, AR, Project Profit, and most and least active clients. This predefined dashboard includes the following dashparts: Employee Utilization YTD by Labor Category AR Aging Top 5 Clients - Revenue Bottom 5 Clients - Revenue Project Profit %
Financial	This dashboard is available if: You are a new DPS client. This dashpart is not available for clients that migrated from other Deltek products. The Accounting application is activated. Designed to provide users with a quick overview of company financials. This predefined dashboard includes the following dashparts: AR - Top 10 Outstanding by Client AR Aging Project Financials at Cost

Refer to the Dashparts help topic for more information on the different dashparts found in each predefined dashboard.