Create aportfolio dashboard

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 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 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.

Here's how to create aportfolio dashboard :

Click on the Main menu > Administration
In the Model settingsclick on Dashboard configuration > portfolio.
Click on Add.
Complete general information.
Optional: link dashboard to hierarchies.
Add a block group and blocks.

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To find out more about blocks, click here:

List of dashboard blocks

Click on Register.

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The dashboard is created! All you have to do is select this dashboard for the most relevant portfolios.

Modifying aportfolio dashboard template