Dashboard (Desktop)

Dashboard is your portal into Deltek business development and project information that you rely on most.

Information from different areas of Deltek that is important to you is combined on a page (a dashboard) for easy viewing.

This topic covers the dashboard that you access in the desktop application by clicking the Dashboard icon in the toolbar on the main Deltek screen.

You can also access Dashboard in the My Stuff section of the Navigation pane in either the browser or desktop application. However, the Dashboard in My Stuff is a different version of the dashboard with some different functionality. Dashboard in the toolbar on the main Deltek screen in the desktop application allows users set up and view their own dashboards and dashparts. Dashboards and dashparts in My Stuff are set up by a system administrator in Settings > Dashboard Designer, and then viewed by users in My Stuff > Dashboards. These two versions of Dashboard function separately and independently. Dashparts, dashboards, system dashparts, and web dashparts that you create in one version are not available for dashboards in the other version. Options for creating dashboards and dashparts are also different in each Dashboard version.

Dashboard content is divided into individual dashparts, or blocks. Dashparts in the desktop application that you open by clicking the Dashboard icon in the toolbar of the main Deltek screen provide access to specific records, reports, applications, and web links. You can set up a dashboard to display only those dashparts used in your role and arrange them on the screen in any way that you like. You can also limit the number of records that you want to display for any dashpart. You define dashboard record number limits on the Lookups tab of Settings > General > General System.

Because Dashboard content is delivered based on role-based security, administrators can easily manage the content for individuals or groups of users.

To access the help for dashboards that you create in Dashboard Designer (in Settings) and that users view in My Stuff, see and Dashboard Designer and Dashboard.