System Dashpart Types

Your security role determines the types of dashparts that you can display on your Dashboard.

This applies to the dashboard that you access from the desktop application by clicking Dashboard in the toolbar on the main Deltek screen.

When you add a system dashpart, you select one of the following dashpart types on the Add System Dashpart dialog box:

Dashpart Type	Description
Applications	You can add a dashpart that contains links to open the Deltek applications that you use most frequently.
AR Invoice Review	This dashpart type displays the aged accounts receivable information that you see in Invoice Review (Accounting > Accounts Receivable) and Project Review (Accounting) on the Accounts Receivable tab. When you configure the AR Invoice Review dashpart, you select the projects whose invoices you want to display in the dashpart. Use the Aging option (click the AR Invoice Review drop-down arrow in the dashpart heading bar) to select an aging date for invoices. The fields at the top of the AR Invoice Review dashpart allow you to filter the invoice list. You choose which invoices display in the Aged Accounts Receivable grid based on invoice status (unpaid, paid in full, or all) and time frame (period, period range, or date range). The list of projects, filter options, and aging options that you choose are saved with each AR Invoice Review dashpart that you create. The toolbar options on the Aged Accounts Receivable grid allow you to: View more detail for an invoice. If an invoice was created in Interactive Billing, you can also view the invoice itself. View information for the last cash receipt received for an invoice. Enter comments for an invoice.
Employees, Equipment, and Projects	You can add Employees, Equipment, and Projects system dashparts that link to the hubs and populate these with the hub records that you use most frequently. You can see only those records to which your security role has access rights. You can create new hub records from the dashboard. If you track multiple companies in Deltek, the system dashpart only displays data for employees for whom the currently active company is their home company.
Links	The Links dashpart provides you with one-click access to your frequently used web sites, email addresses, and documents. It contains one or more URLs, email addresses, or other links. You can create multiple instances of the Links dashpart, with different dashpart names (for example, "Team Email Addresses." You can also mix different types of links in a single dashpart.
Reports	You can add a dashpart that contains links to the global and favorite reports that you use most frequently. From this dashpart, you can view reports, organize reports by role, schedule reports, email reports, and so on, just as you can from elsewhere in Deltek.