Add Records to Dashparts

For dashparts that include a list of records, you can select which records to display.

To add records to a dashpart:

1. In the desktop application, click Dashboard in the toolbar on the main DPS screen.
2. In the title bar of an existing dashpart, click the drop-down arrow to the right of the dashpart name, and in the shortcut menu, select Configure.
3. On the Dashpart Configuration dialog box, click Add.
4. On the record lookup dialog box, select the records to add to your dashparts, and click Select. If you are creating a project dashpart, you can determine whether projects, phases, or tasks (work breakdown structure 1, 2, or 3 records) display in the dashpart. On the Project lookup, select Advanced in the Display Type field. In the Display field, select Project, Phase, or Task before you perform the search and select the records to display.