What you can do with the dashboard

Overview of Dashboard

The dashboard is a feature that allows you to easily monitor project progress, labor input status, and more.
You can visually check the progress of labor hours across projects and organizations by displaying them in graphs and tables.

For example, you can use it in the following cases.

• Easily check the labor hour input status of users in a list.
• Display the progress of work items to check the progress of projects.

The following widgets can be used on the dashboard.

No.	Category	Widget name	Description	Detailed link
1	Time entry analysis	Time entry monitor	Displays actual time spent by each user in a list.	■
2		Time entry summary	Displays time spent aggregated over a given period.	■
3		Time entry transition	Displays aggregated time spent in chronological order.	■
4	Item analysis	Work item summary	Displays the number of work items.	■
5		Work item transition	Displays the number of work items in chronological order.	■
6	Project	Project monitor	Displays the status of multiple projects in a table.	■
7		Project progress transition	Displays the SPI/TPI/CPI of a project in chronological order.	■

No.4 and 5 are features exclusive to the Professional Edition.

How to use the dashboard

The dashboard manages the above widgets in units called "pages".
By setting up multiple pages, you can manage widgets by theme.
Here, we will introduce the basic usage of pages and widgets on the dashboard.

Tips

By exporting and importing the settings information of pages and widgets created in the dashboard, you can share the same view with other members.
Please refer to the following for operation procedures.

• "Export/Import Page Settings" (#page_export)
  
• "Export/Import Widget Settings" (#widget_export)
  

First, the dashboard consists of the following screens.

Next, add pages and widgets using the following method.

1. Create a page.
   Click the "New Page" icon ① in the local navigation.
   A page will be added with the name "New Page".

   You cannot add pages in Standard Edition.

2. Add a widget to the created page.
   

   1. Click "Add Widget" ② in the local navigation.
   2. Select the widget to add in the "Widget Selection" dialog.
      For an overview of widgets, see the following link: "Widget List" (#widget_list)

3. Click the "OK" button.
   

Working with Pages

Use pages to group dashboards by theme (organization, project, etc.).

Adding a Page

Click the "New Page" icon ① in the local navigation.
A page will be added with the name "New Page".

Deleting a Page

1. Place the cursor on the name of the target page.
2. Click the "x" icon that appears.

Renaming a Page

1. Double-click the name of the target page.
2. Enter a name.

Export/Import page settings

You can export the information of the page to which you have added a view.
Other users can import it to share all page information, including the views registered on that page.

This function is limited to Professional Edition.

Export a page

1. Select the target page.
2. Click the "Export" icon ④ in the local navigation.
3. In the "Save as" dialog, specify the folder and file name to save the export file.
4. Click the "Save" button.

A file with the extension "dashboard_page" will be created in the specified save destination.

Import a page

1. Click the "Import" icon ⑤ in the local navigation.
2. Click "Choose File" in the "Import" dialog.
3. Select the import file (extension: dashboard_page) in the "Open" dialog and click "Open".
4. Click the "OK" button in the "Import" dialog.

The imported page will be added to the end of the page.

caution

If an error occurs during import, the file may be corrupted.
Export the page setting file again.

Controlling Widgets

Adding a Widget

1. Click the "Add Widget" icon in the local navigation.
2. Select the widget to add in the "Widget Selection" dialog.
3. Click the "OK" button.

Deleting a Widget

1. Select the target widget.
2. Click the "Menu" icon ③ in the title bar.
3. Select "Delete".

Changing the name of a widget

1. Select the target widget.
2. Click the "Menu" icon ③ on the title bar.
3. Select "Settings".
4. Enter a name in the "Name" field in the details pane.
5. Click the "Save" button.

Changing the size of a widget

• To change the height, drag and drop the bottom edge of the target widget.

• To change the width, drag and drop between the widgets side by side.

This is only effective when widgets are arranged in two or three columns.

Changing the layout of a widget

The layout position changed by the following operation will be saved only if all rows on the same page are arranged with the same number of columns.

1. Select the target widget.

2. Drag the title bar and drop it to the desired location.

Export/Import Widgets

You can export the information of the widget you created.
Other users can view the same widget by importing it.

This feature is limited to the Professional Edition.

Export Widgets

1. Select the target widget.
2. Click the "Menu" icon ③ on the title bar.
3. Select "Export".
4. In the "Save As" dialog, specify the folder and file name to save the export file.
5. Click the "Save" button.

A file with the extension "dashboard_widget" will be created in the specified save destination.

Import Widgets

1. Select the page to import the widget to.
2. Click the "Import" icon ⑤ in the local navigation.
3. Click "Choose File" in the "Import" dialog.
4. Select the import file (extension: dashboard_widget) in the "Open" dialog and click "Open".
5. Click the "OK" button in the "Import" dialog.

If an error occurs during import

The file may be corrupted. Export the widget settings file again.

Setting the widget selection dialog

Sorting the data list

In the dialog for selecting data to display in the widget (project list, etc.), you can sort and display in ascending or descending order based on the values of each column.

The sorting procedure is as follows.

1. Click the right end of any column in the header row of the project list.
2. Select "Ascending" or "Descending" from the menu that appears.

Clicking on a column name also switches the sorting state between ascending and descending.

Changing the displayed columns

In the dialog for selecting the data to display in the widget (such as the project list), you can
switch between displaying and hiding each column.
In the project list, the columns in the project category are hidden by default.

To display these columns or hide unnecessary columns, follow the steps below.

1. Click the right end of any column in the header row of the project list.

2. Select "Columns" from the menu that appears and check the columns you want to display.
   Or, uncheck the columns you want to hide.
   

   
   
   The following items under "Customer" are project categories.