MANAGE DASHPARTS

Use the Manage Dashparts dialog box to configure what you want to view on a dashboard. Access the dialog box by clicking the Manage Dashparts link available on the upper-right corner of the dashboard.

Specify the Dashparts that Display on the Dashboard

Use the Manage Dashparts dialog box to add or remove dashparts on the dashboard.

To specify the dashparts that display on the dashboard:

1. With the dashboard open, click the Manage Dashparts link.

2. On the Manage Dashparts dialog box, select one of these steps:

3. To add dashparts to the dashboard, on the Available pane, look for the dashpart that you want to add or use the Search box, and then click the Add button (+) next to the dashpart. You can also click Add All to include all available dashparts.

4. To remove dashparts from the dashboard, on the Selected pane, click the Remove button (X) next to the dashpart that you want to remove. You can also click Remove All to remove all dashparts.

3. Click Save.

The system automatically refreshes the dashboard with the dashparts you added or removed. Your changes are saved for your user ID and will be applied to the dashboard whenever you log in to Costpoint.

Depending on your screen resolution, not all dashparts may display on a single view or page, Use the  and  on the toolbar to toggle between pages and view the dashparts.

Arrange the Dashparts on the Dashboard

Use the Manage Dashparts dialog box to arrange the dashparts that display on the dashboard.

To arrange the dashparts:

1. With the dashboard open, click the Manage Dashparts link.

2. On the Manage Dashparts dialog box, on the Selected pane, use the up and down arrows in the Order column to arrange the dashparts.

3. Click Save.

The system automatically refreshes the dashboard with the order you specified. Your changes are saved for your user ID and will be applied to the dashboard whenever you log in to Costpoint.

Modify Dashpart Settings

You can use the Manage Dashparts dialog box to edit settings for one or multiple dashparts, or the Edit icon on the individual dashpart to change settings for that specific dashpart.

Take one of the following actions:

• If you are editing settings for a specific dashpart:

a. Click  on the dashpart.

b. On the Options dialog box, enter new values in the setting fields.

c. Click Save.

• If you are editing settings for one or more dashparts:

a.  On the dashboard, click the Manage Dashparts link.

b. On the Manage Dashparts dialog box, click next to the dashpart for which you want to modify the settings.

c. On the Options dialog box, enter new values in the setting fields.

d. Click Save on the Options dialog box.

e. Click Close on the Manage Dashparts dialog box.

The system automatically displays data on the dashboard using the settings you specified. Your changes are saved for your user ID and will be applied to the dashboard whenever you log in to Costpoint.

is displayed on all dashparts and on the Manage Dashparts dialog box. However, this icon is disabled for dashparts with no editable settings.