Dashboard (Project) – Risk Register

The Project Dashboard page shows 6 fixed graphs, the Total Risk Count, Mitigation Steps Past Due, Threat Score Matrix, Opportunity Score Matrix, Overall Score Tornado (Pre-Mitigated) and Overall Score Tornado (Post-Mitigated).  The Project Dashboard is useful because you can quickly view the 6 graphs that are most commonly used at the project level.  The Project Dashboard page is visible to only those users with Read/Write or View access.

Figure 1

 

Show Dashboard:

This functionality is used to navigate to the Manager’s Dashboard (Project) page.  In Figure 1 the select box contains dashboard names.  Each dashboard name generates the dashboard associated in the Manager’s Dashboard (Project) page.

Steps:

  1. Risk Register —> Dashboards 
  2. Select the dashboard name from the Dashboard dropdown.  (Figure 1)
  3. Click the Show button to navigate to the Manager’s Dashboard page.  (Figure 1)

Export to Word:

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

Steps:

  1. Risk Register —> Dashboards 
  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 Excel:

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

Steps:

  1. Risk Register —> Dashboard
  2. Select the chart using the provided checkbox in the corner of each chart.  (Figure 1)
  3. Click the Excel icon to Export the chart to MS Excel.  (Figure 1)

Export to Power Point:

This functionality is used to export the selected chart to MS Power Point.

Steps:

  1. Risk Register —> Dashboards 
  2. Select the chart using the provided checkbox in the corner of each chart.  (Figure 1)
  3. Click the Power Point icon to Export the chart to MS Power Point.  (Figure 1)

Compress Files:

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

Steps:

  1. Risk Register —> Dashboards 
  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 in the Project Dashboard page.  Click the Check All icon to select all the charts.  (Figure 1)

Uncheck All:

This functionality is used to uncheck the selected charts.  Click the Uncheck All icon to uncheck the charts selected.

Set as default:

This functionality is used to make the selected dashboard as the default dashboard.  Click the Set as Default icon to set a dashboard as default.  (Figure 1)

Drill Down:

This functionality allows you to redirect to the particular report page in Standard reports (Portfolio) from where the chart is added.  To redirect a chart, click Drill Down icon.  (Figure 1)

Copy to Dashboard:

This functionality allows you to copy a particular chart to another dashboard.  Click the Copy to Dashboard icon.

Steps:

  1. Risk Register —>Dashboards —>Manager´s Dashboard.
  2. Click the Copy to Dashboard icon.  (Figure 1)
  3. A pop up appears (Figure 2).  Select the name of the dashboard from the Name dropdown, to which the chart has to be copied.
  4. Click Save button.  (Figure 2)

RR_dashboard_copy_to_dashboard

Figure 2



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