Blocks can be organized into groups. The maximum number of block groups is 5.
user dashboard or platform
User dashboard can be customized or taken from a template.
Platform dashboards can be defined for a specific user, for a role or for an entire platform. Configure your dashboard
Platform.
In all cases, you can only access data for projects for which you have rights.
project dashboard
A project dashboard is applicable to a project, and is applicable by default to a project template . Project.
Each type of project can have its own dashboard, with different information. The aim of the project dashboard is to give users access to the information they are most interested in when consulting a project.
dashboard portfolio
Aportfolio dashboard is applicable to a portfolio.
The aim of theportfolio dashboard is to give the user access to the information that interests him most about the portfolio as a whole and the projects that make it up.
This screen is used to configure the dashboard without having to go through a sample dashboard .
This is a modification screen only.
Rights required : Configure your own dashboard
If an administrator withdraws this right from a user, that user's dashboard becomes the one defined on the user's general role . Frequently asked questions - Which dashboard is displayed for my user?
Which dashboard is displayed for my user?
Actions on the dashboard
Validates your changes. This may redirect you to the previous page on some screens.
Adds a new group of blocks. This allows you to organize the page, and sort the blocks. The maximum number of block groups is 5. If 5 block groups already exist, the button will be grayed out.
If a block group is created but contains no blocks, then it will not be saved during registration.
Removes a favorite from the list.
This allows you to delete the custom dashboard , and return to the platform configuration.
Which dashboard is displayed for my user?
Actions on a group of blocks
Deletes a block or group of blocks.
Select a block to display from a list. List of dashboard blocks
To add a block, you need to create a block group.
This button can be used to move the group above another block group. If the group in question is the first group, then the button will be grayed out.
This button can be used to move the group below another block group. If the group in question is the last group, then the button will be grayed out.
Actions on a block
Moves a block before or after another by dragging and dropping.
It is not possible to move a block from one group to another.
Allows you to fold a block: its label will be displayed, but not its data.
This button enlarges an element that has been folded: for example, to display all the data in a block.
Deletes a block or group of blocks.
Allows you to modify a block.
Allows you to edit a block, but not to change the block type. To change the block type, delete the block and create a new one.
This action is only available for Graphics.
An export of the graphic block will be downloaded in .png image format, depending on the settings of the web browser used.