Project Monitor v7.5 Knowledge Center
Project Monitor v7.5 Knowledge Center
Create aportfolio dashboard

Create aportfolio dashboard

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dashboard The dashboard is the home page of the platform, project or portfolio. It is made up of customizable blocks displaying information (graphics, lists, etc.). List of dashboard blocksList of dashboard blocks

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 dashboardConfigure your dashboard PlatformPlatform.

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 . ProjectProject.

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.

Here's how to create aportfolio dashboard :

  1. Click on the Main menuMain menu > AdministrationAdministration
  2. In the Model settingsclick on Dashboard configuration > portfolioportfolio.
  3. Click on Add.
  4. Complete general information.
  5. Optional: link dashboard to hierarchies.
  6. Add a block group and blocks.
    7. 💡
    To find out more about blocks, click here: List of dashboard blocksList of dashboard blocks
  7. Click on RegisterRegister.
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The dashboard is created! All you have to do is select this dashboard for the most relevant portfolios.
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Modifying aportfolio dashboard template
Modifying aportfolio dashboard template