Enterprise Dashboard

The Manager’s Dashboard (Enterprise) page shows graphs which are chosen by the user.  The graphs shown on this page must be created on the Enterprise Reports page.  The Manager’s Dashboard gives you the ability to quickly view critical project information and export them to MS Word and MS Power Point.

enterprise dashboard

Figure 1

To navigate to Project Dashboard:

Steps:

  1. Enterprise—>Enterprise Dashboard
  2. Select the Project Dashboard from the dropdown.  (Figure 1)

Delete Dashboard:

This functionality is used to delete the corresponding dashboard selected.

Steps:

  1. Enterprise—>Enterprise Dashboard
  2. Select the dashboard Name from the Project Dashboard dropdown.  (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. Enterprise—>Enterprise Dashboard
  2. Select the chart using the provided checkbox in the corner of each chart.  (Figure 1)
  3. Click the Open in Word icon toexport the chart to MS Word.  (Figure 1)

Export to PowerPoint:

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

Steps:

  1. Enterprise—>Enterprise 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. Enterprise—>Enterprise 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 functionality 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.

Drill Dashboard:

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

dashboard chart options

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. Enterprise –> Enterprise 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.  (Figue 3)

add to dashboard

Figure 3

Show Filter:

 This functionality is to view the filters applied to the current chart of the selected dashboard.  (Figure 4)

Steps:

  1. Enterprise –> Enterprise Dashboard
  2. Click on the Show Filter icon in the top of the required chart.  (Figure 2) A popup appears show the filters applied to the chart.  (Figure 4)

 

dashboard filter options

Figure 4