Project Dashboard View allows you to filter for specific data sets within a project based off of the Project Dashboard Filter you have chosen.

Create Project Dashboard View:

Click Here to view a video of the process designed to accompany the steps listed below:

From the Community Homepage:

  1. Click the Project Dashboards link in the left-hand menu.
  2. Click the New link to the right of the View drop-down menu.
  3. Select the desired Data Set and highlight the Item in the left text field.
  4. Double-Click the Item to move it to the right text field (thus adding it to your View).
  5. Repeat steps 3 - 4 until all desired View Items have been added to the View.
  6. Complete any other desired Advanced Options. (Note you have the option the save the filter with a name for later use.)
  7. Click the Create View button at the bottom of the page.

You have successfully created a Project Dashboard View.

Modify Project Dashboard View:

Click Here to view a video of the process designed to accompany the steps listed below:

From the Community Homepage:

  1. Click the Project Dashboards link in the left-hand menu.
  2. Select the desired View from the View drop-down menu.
  3. Click the Modify link to the right of the View drop-down menu.
  4. Modify the existing View as desired.
  5. Click the Update View button at the bottom of the page.

You have successfully modified a Project Dashboard View.

Remove Project Dashboard View:

Click Here to view a video of the process designed to accompany the steps listed below:

From the Community Homepage:

  1. Click the Project Dashboards link in the left-hand menu.
  2. Select the desired View from the View drop-down menu.
  3. Click the Modify link to the right of the View drop-down menu.
  4. Click the Remove View button on the bottom right side of the page.

You have successfully removed a Project Dashboard View.

Requirements

  • Manage Community Role

Notes

  • Project Dashboards allow the Project Manager to generate an overview of data across the various Projects in their site. Creating a View will allow you to determine exactly which data items are displayed in the results (data columns).
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