Procedures for Specific Kinds of Dashparts
If you are new to using the Dashboard, you may find it helpful to review procedures for working with specific dashpart types, such as project dashparts, workbook sheets, or activity dashparts.
Related topics:
- Display the Dashboard
You can access the Dashboard from any Ajera CRM application. - Add an Info Center Dashpart
You can add dashparts that link to the Info Centers that you use most frequently, and populate these with the Info Center records that you use most frequently. - Populate the
Project Dashpart with Phase and Task Records
Use a lookup to populate the dashpart with project, phase, or task (work breakdown structure (WBS) 1, 2, or 3) records. - Display Workbook Sheets as Tabs in the Performance Management Dashboard
Workbook publishing allows sheets to be displayed in separate tabs on your Performance Management dashboard. - Add Applications to the Applications Dashpart
You can add links to the Applications dashpart for frequently used Ajera CRM applications. - Add a Reports Dashpart
You can add a Reports dashpart that contains links to frequently used global and favorite reports. - Generate a Report from the Reports Dashboard
From the Reports dashpart, you can change report options, generate a report, and print a report. - Remove a Single Report from the Reports Dashpart
You can remove a single report from the Reports dashpart at any time. - Add an Activities Dashpart
You can add an Activities dashpart to your Dashboard. The Activities dashpart is a calendar of your day's events, both business and personal: meetings, reminders, deadlines, and alerts. - Add Activities to the Activities Dashpart
You can create new calendar activities from the Activities dashpart. - Delete Activities from the Activities Dashpart
You can delete calendar activities from the Activities dashpart. If you do so, you also permanently delete the activities from the Ajera CRM database. - Add a Links Dashpart
Use the Links dashpart to add links to your Dashboard for your frequently used Web sites, email addresses, and documents. - Add a Link to a Frequently Used File
Within a Links dashpart, you can set up links to frequently used files that are located on your computer or on your network. - Edit a Link in a Links Dashpart
You can edit the links in a Links dashpart, to change the URL or the caption for the link. - Add a System Dashpart
Use Dashboard configuration to add and configure system dashparts.
Parent Topic: Dashboard Overview