What you can do with the dashboard

Dashboard Overview

The dashboard is a function that allows you to easily monitor project progress, effort input status, etc.
You can visually check the trends in effort across projects and organizations using graphs and tables.

For example, it can be used in the following cases:

• Easily check the effort input status of users in a list.
• Check project progress by displaying the completion status of work items.

The following widgets can be used on the dashboard.

No.	Category	Widget Name	Description	Detail Link
1	Effort Analysis	Effort Input Monitor	Displays actual effort for each user in a list.	■
2		Effort Summary	Displays effort aggregated for a specified period.	■
3		Effort Trend	Displays aggregated effort 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 list.	■
7		Project Progress Transition	Displays the SPI/TPI/CPI of a project in chronological order.	■

No. 4, 5 are Professional Edition exclusive features.

How to Use the Dashboard

The dashboard manages the above widgets in units called "pages".
By creating multiple pages, you can manage widgets by theme.
Here, we 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 instructions.

• "Export/Import Page Settings"
• "Export/Import Widget Settings"

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".

   Pages cannot be added in Standard Edition.

2. Add widgets to the created page.
   

   1. Click "Add Widget" ② in the local navigation.
   2. Select the widget you want to add in the "Widget Selection" dialog.
      For an overview of widgets, please refer to the following link: "Widget List"

3. Click the "OK" button.
   

Manipulating Pages

Use pages to group dashboards by a 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. Hover your cursor over the name of the target page.
2. Click the "×" icon that appears.

Renaming a Page

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

Exporting/Importing Page Settings

You can export information about pages to which views have been added.
By importing, other users can share all page information, including the views registered on that page.

This feature is exclusive to the Professional Edition.

Exporting a Page

1. Select the target page.
2. Click the "Export" icon ④ in the Local Navigation menu.
3. In the "Save As" dialog box, specify the folder and file name to save the exported file.
4. Click the "Save" button.

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

Importing a Page

1. Click the "Import" icon ⑤ in the Local Navigation menu.
2. In the "Import" dialog box, click "Select File".
3. In the "Open" dialog box, select the import file (extension: dashboard_page) and click "Open".
4. Click the "OK" button in the "Import" dialog box.

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

caution

If an error occurs during import, the file may be corrupted.
Please re-export the page settings file.

Manipulating Widgets

Adding Widgets

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

Deleting Widgets

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

Renaming Widgets

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

Changing Widget Size

• To change the height, drag and drop the bottom edge of the target widget.
• To change the width, drag and drop between the widgets arranged horizontally.

This is only effective when widgets are arranged horizontally in 2 or 3 columns.

Changing Widget Placement

The placement changes made using the following method will only be saved 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.

Exporting/Importing Widgets

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

This feature is exclusive to the Professional Edition.

Exporting Widgets

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

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

Importing Widgets

1. Select the page to import the widgets into.
2. In the local navigation, click the "Import" icon ⑤.
3. In the "Import" dialog box, click "Select File".
4. In the "Open" dialog box, select the import file (extension: dashboard_widget) and click "Open".
5. Click the "OK" button in the "Import" dialog.

If an error occurs during import:

The file may be corrupted. Please re-export the widget settings file.

Setting the Widget Selection Dialog

Sorting the Data List

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

The sorting procedure is as follows:

1. In the header row of the project list, click the rightmost column of any column.

2. Select "Ascending" or "Descending" from the displayed menu.

Clicking the column name will also switch between ascending and descending sorting.

Changing Displayed Columns

In the dialog for selecting data to display in a widget (such as the project list),
you can toggle the display of each column.
In the project list, the project category columns are hidden by default.

To display these columns or hide unnecessary columns, follow these steps:

1. In the header row of the project list, click the rightmost edge of the desired column.

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

   
   

The items under "Customer" correspond to the project category.