Dashboard (Browser)

The Dashboard that is available in My Stuff is your portal into Deltek business development and project information. Dashboard is where you view, filter, segment, and present data from various hub records and features on a single page.

Deltek's CRM application is required to access Dashboard content. In addition, My Stuff Dashboard content is delivered based on your user role. This role-based security enables administrators to easily manage the content for individuals or groups of users.

This topic covers the dashboard that you access in the browser application by clickingDashboard > My Stuff.

Dashboard functionality makes it possible for you to do the following:

• View dashparts and dashboards on hub-forms or tabs based on your user role.
• Retrieve records from a pre-selected list, or perform a query to find specific records.
• Refresh your dashparts to save any changes.
• Print most of your dashparts from the Deltek screen.

About Dashboards in Deltek Applications

Access Dashboard via the My Stuff section of either the Deltek browser or desktop applications. Additionally, in the desktop application, click on the toolbar at the top of the main Deltek screen to open a different version of the dashboard. The desktop application allows users set up their own dashboards and dashparts.

About Dashparts

Dashboard content is divided into individual dashparts that can be easily managed. A dashpart is a chart or table that provides visual indicators of key information that lets you track how your projects are trending and identify any areas that might need attention. These dashparts provide access to specific hub records and activities as provided by your administrator. You can view and filter the contents of the dashparts and sort table info in dashparts. Your administrator designs the dashparts and dashboards, arranges them on the hub form or tab, and assigns user role(s). In this way, you can access any dashpart without affecting other dashparts.

You receive only those dashparts and dashboards used in your role. For example, one user might display opportunity and client dashparts that show her current opportunities and clients; a Reports dashpart that includes frequently run reports; and a My Activities dashpart that displays the current day's appointments and meetings.

The dashpart types available in Dashboard consist of the following:

• System dashparts: display predefined dashparts from which to view and modify specific data records.
• Table dashparts: provide report information in a table or grid format.
• Report dashparts: display a preview of your favorite report within the dashpart.

In addition to these standard dashparts, your administrator can create and edit other pre-defined dashparts and dashboards.

My Stuff Dashboard

My Stuff Dashboard provides a number of standard system dashparts that include:

• Upcoming Milestones
• My Activities
• Opportunities
• Pipeline Dashboard
• Custom opportunity, resource planning, and project table dashparts

Field	Description
Track Milestone Timeline for Your Opportunities	The milestone timeline displays your upcoming milestones across all your opportunities. Use the next and previous paging arrows to view additional milestones. Click a milestone date point on the timeline to display an info bubble that provides detailed information about the milestone associated with an opportunity.
View Your Opportunities	Use the Opportunities System Dashpart to filter your opportunities list, select an existing search, or create a new custom search for those opportunities that you consider most relevant. To the right of Opportunities, click to select a filtering option (All, Active, Mine), or an existing search from the drop down list. Click Custom to create a new search for finding the most relevant opportunities.
View Your Activities	The My Activities dashpart displays a list of all your activities. Filter the list to view Today, Upcoming, or All activities. Your activities appear in the list in descending order with the one scheduled soonest at the top followed by all future activities. To mark activities complete, click the completed checkbox. If you choose to hide completed activities, each completed activity falls off your list.
Control Your View of Pipeline Data	Use the controls above the Pipeline chart to select the dimension by which you analyze the pipeline revenue (for example, by department or by employee), the time frame for the revenue amounts, and the opportunities that are included. Break down the revenue on the chart, which is based on any of a number of opportunity dimensions (for example, by client, by market, or by stage).
Custom Dashparts	Your administrator can provide custom dashparts derived from information in reports and hub record data.