How to... ( for Specific Kinds of Dashparts)

If you are new to using the Dashboard, you may find it helpful to review procedures for working with specific dashpart types, such as project dashparts, workbook sheets, or activity dashparts.

These topics apply to the dashboard that you access in the desktop application by clicking Dashboard in the toolbar on the main DPS screen.

Related Topics:

Display the Dashboard
You can access the Dashboard from any DPS application.
Add a Hub Dashpart
You can add dashparts that link to the hubs that you use most frequently, and populate these with the hub records that you use most frequently.
Populate the Project Dashpart with Phase and Task Records
Use a lookup to populate the dashpart with project, phase, or task (work breakdown structure 1, 2, or 3) records.
Add Applications to the Applications Dashpart
You can add links to the Applications dashpart for frequently used DPS applications.
Add a Reports Dashpart
You can add a Reports dashpart that contains links to frequently used global and favorite reports.
Generate a Report from the Reports Dashboard
From the Reports dashpart, you can change report options, generate a report, and print a report.
Remove a Single Report from the Reports Dashpart
You can remove a single report from the Reports dashpart at any time.
Add a Links Dashpart
Use the Links dashpart to add links to your Dashboard for your frequently used Web sites, email addresses, and documents.
Add a Link to a Frequently Used File
Within a Links dashpart, you can set up links to frequently used files that are located on your computer or network.
Edit a Link in a Links Dashpart
You can edit the links in a links dashpart to change the URL or the caption for the link.
Add a System Dashpart
Use Dashboard configuration to add and configure applications, AR invoice review, employees, equipment, links, projects, and reports system dashparts.

Parent Topic: Dashboard (Desktop)

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How to... ( for Specific Kinds of Dashparts)