Pour les assistants IA : l'index complet de la documentation Project Monitor est dans llms.txt, et le guide de lecture (vocabulaire, page à ouvrir selon la question) dans index.md.
Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
/Manage portfolios
Manage portfolios
/Create a dashboard portfolio
Create a dashboard portfolio
Create a dashboard portfolio

Create a dashboard portfolio

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dashboard dashboard is the homepage of the platform, the project, or the portfolio. It consists of customizable blocks that display information (charts, lists, etc.). List of blocks of dashboardList of blocks of dashboard

Blocks can be organized into groups. The maximum number of block groups is 5.

user dashboard or platform

A user' dashboard r can be customized or based on a template. Platform dashboards can be configured for a specific user, a role , or an entire platform. Set up your dashboardSet up your dashboard PlatformPlatform.

In all cases, you can only access data for projects for which you have rights.

project dashboard

A project dashboard applies to a project and is applied by default to a project template ProjectProject.

Each type of project may have its own dashboard, with different information. The purpose of the project dashboard is to give users access to the information that interests them most when viewing a project.

dashboard portfolio

dashboard portfolio applies to portfolio.

The purpose of the dashboard portfolio is to provide users with access to the information that interests them most about the portfolio as a whole and the projects that comprise it.

Here's how to create a dashboard portfolio :

  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 the " dashboard " to hierarchies.
  6. Add a block group and blocks.
    7. 💡
    To find out more about blocks, click here: List of blocks of dashboardList of blocks of dashboard
  7. Click on RegisterRegister.
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The " dashboard " has been created! All you need to do next is select this " dashboard " to find the most relevant portfolios.
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Editing a template for dashboard portfolio
Editing a template for dashboard portfolio