System Dashparts

System dashparts display data on a unique interface that you can add to any dashboard as needed. These dashparts are predefined and cannot be edited or resized.

Apart from the unique visual representation of data, system dashparts contain some fields and options you can use to perform tasks that are associated with the system dashpart. System dashparts are represented with the icon in the Dashparts of the Dashboard Designer form. The following system dashparts are available:

  • Upcoming Milestones
  • Opportunities
  • My Activities
  • Pipeline
  • Upcoming Generic Assignments
  • Favorite Reports

Related Topics:

  • Favorite Reports Dashpart
    Use this system dashpart to view your saved personal favorite reports and global favorite reports from your browser application dashboard.
  • Upcoming Milestones Dashpart
    Use this timeline in the Dashboard area to review the upcoming milestones for your opportunities and select search filters to expand or limit the milestones found along the timeline.
  • Opportunity Dashpart
    The Opportunity dashpart on your Dashboard provides an at-a-glance view of your opportunities. The dashpart lists all active opportunities in which you are a team member as specified in the Our Team grid in the Opportunities area.
  • Pipeline Dashpart
    The Pipeline dashpart in the Dashboard section of My Stuff is represented as a chart that provides a summary view of revenue for the opportunities in your pipeline. For each dimension value on the vertical axis, the chart displays estimated and weighted revenue amounts in separate bars.
  • My Activities Dashpart
    Use the My Activities dashpart to see your activity dates, contacts, and notes at a glance and add new activities to the Dashboard.
  • Upcoming Generic Assignments System Dashpart
    Use the Upcoming Generic Assignments system dashpart to view a summary about upcoming generic assignments that need to be assigned to specific resources. A generic assignment is a labor category placeholder that represents a job role or function in a project (such as an architect, or engineer, or developer) to which you assign actual people.
Parent Topic: Dashparts