Dashboard

The Project Dashboard page shows graphs which are chosen by the user.  The graphs shown on this page must be created on the Project Reports page. The Project Dashboard gives you the ability to quickly view critival project information and export them to MS Word and MS Power Point.

project dashboard

Figure 1

To navigate to Project Dashboard:

Steps:

  1. Score Register –> Dashboard
  2. Select the Project Dashboard from the drop down.  (Figure 1)

Delete Dashboard:

This functionality is used to delete the corresponding dashboard selected.

Steps:

  1. Score Register –> Dashboard
  2. Select the Dashboard Name from the Project Dashboard drop down.  (Figure 1)
  3. Click the Delete icon to delete the dashboard.  (Figure 1)

Export to Word:

This functionality is used to export the selected chart to MS Word.

Steps:

  1. Score Register –> Dashboard
  2. Select the chart using the provided checkbox in the corner of each chart.  (Figure 1)
  3. Click the Open in Word icon to export the chart to MS Word.  (Figure 1)

Export to PowerPoint:

This functionality is used to export the selected chart to MS PowerPoint.

Steps:

  1. Score Register –> Dashboard
  2. Select the chart using the provided checkbox in the corner of each chart.  (Figure 1)
  3. Click the PowerPoint icon to export the chart to MS PowerPoint.  (Figure 1)

Compress Files:

This functionality is used to compress the selected images to a Zip file.

Steps:

  1. Score Register –> Dashboard
  2. Select the chart using the provided checkbox in the corner of each chart.  (Figure 1)
  3. Click the Compress Files icon.  (Figure 1)

Check All:

This functionality is used to select all the charts. Click the Check All icon to select all the charts.  (Figure 1)

Uncheck All:

This functionaluty is used to uncheck the selected charts.  Click the Uncheck All icon to uncheck the charts selected.  (Figure 1)

Set As Default:

This functionality is used to make the selected dashboard as the default dashboard.  (Figure 1)

Share Dashboard:

This functionality allows you to share one dashboard charts to a new dashboard.  Click Share Dashboard icon to save the selected dashboard.  (Figure 1)

dashboard chart options

Figure 2

Drill Down:

The Drill Down option in each chart in the selected dashboard is to go to the corresponding chart in the Project Reports page.  (Figure 2)

Add to Dashboard:

This functionality is to copy the current chart of the selected dashboard to some other dashboard.  (Figure 2)

Steps:

  1. Score Register –> Dashboard
  2. Click on the Add to Dashboard icon in the top of the required chart.  (Figure 2) A popup appears.  (Figure 3)
  3. Give name and description to add to a new dashboard or select an existing dashboard and click on SAVE button.  (Figure 3)

add to dashboard

Figure 3



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