How to use the Dashboard

Edition: All Editions

Plan: All Plans

This guide explains how to make full use of CMAP's Dashboard tool.  The purpose of the Dashboard is to give each user personalised and relevant information. 

NOTE: All of the data found in the Dashboard is relevant to the User who has logged in. 

The Dashboard screen is the default page you will see when you log into CMAP. It will appear blank if you have not yet chosen any dashboard boxes to be displayed. 

You can create multiple dashboards, which is useful if you have multiple roles. If you are a line manager as well as a project manager, you may want to create a separate dashboard specifically for your line manager related dashboards. You will always have at least one dashboard.

In order to amend the boxes you would like to have on your dashboard, you will need to have the relevant security permissions enabled. If you do not have the relevant permissions please speak to your System Administrator.

Adding Dashboard Pages

To add a new dashboard page, click the "+" icon along side the list of dashboards.

Choose to add a new "Standard Dashboard" from the pop-out window.

Give your new Dashboard a short, meaningful name and click "Add Page".

Removing Dashboard Pages

To remove a dashboard page you have added, select the Dashboard and then click the "Edit Dashboard" button.

When in Edit mode, click the "Delete Dashboard" button and confirm within the popup confirmation window.

NOTE: You can only change the name of the new dashboards you have added, the "Home Dashboard" is fixed and the name can not be changed nor can this be deleted.

Adding Dashboard Boxes

Whilst on the Dashboard page, click on the dashboard you would like to edit and then click on the "Edit Dashboard" button directly below your profile in the top right-hand corner of the screen.

You will then be taken into Edit Mode and a blue bar will appear across the top of the screen.

Click Add and a tick box list will appear with the available dashboards. Any boxes that you tick on this menu will add additional dashboard boxes to your dashboard. 

For example:  If I choose to tick the Live Project Status dashboard box and click Save, the Live Project Status dashboard box will appear on my dashboard.

Moving Dashboard Boxes

Once you have selected all of the relevant boxes, you can choose to move these boxes around your screen by clicking on the Move icon in the top right-hand corner of the box. You can then drag the box to where you want it to be. CMAP makes rearranging your dashboard boxes even easier as they sit on top of a grid to help you align them.

Re-sizing Dashboard Boxes

If you want to re-size your dashboard boxes so they sit together nicely, just hover your cursor over the bottom left-hand corner of the dashboard box. Your cursor will change to a double headed arrow which you can then click and drag up, down, left or right to re-size.

Removing Dashboard Boxes

If you decide you no longer want a specific box of information on your Dashboard, you can delete it from your Dashboard by clicking the “X” button in the top right-hand corner of the box.

Once you are happy with the changes you have made, just click on ‘Exit Edit Mode’ in the blue bar at the top of the page. This will save any changes you have made and return to the dashboard.

Don’t forget that dashboards can be amended at any time to ensure the data you are viewing is the most relevant to you.

Default Dashboard Boxes

To create a Default Dashboard view for a Security Group, in the Admin section click on the Actions Menu next to the relevant Security Group.

Click Setup Default Dashboard in the drop-down list. You will then be taken to the Edit Dashboard Page where you can create and save your Default Dashboard.

Pushing Dashboard Boxes

Once you have created the Default Dashboard you are able to push it out to all members of the Security Group meaning everybody has the same dashboard view.

To do this, click into the Actions Menu next to the relevant Security Group and select Refresh Dashboards.

The following warning will appear as a reminder that once confirmed, the changes will be applied to all users dashboards that are members of that Security Group.