Add a System Dashpart

Use Dashboard configuration to add and configure applications, AR invoice review, employees, equipment, links, projects, and reports system dashparts.

You can add applications, AR invoice review, employees, equipment, links, projects, and reports system dashpart types in the desktop application. Use the Dashboard Designer in the Settings area of the Navigation pane of DPS to add other system dashparts.

To add a system dashpart:

1. In the desktop application, click Dashboard in the toolbar on the main DPS screen.
2. On the Dashboard toolbar, click Configure.
3. Click Add System Dashpart.
4. Enter a name for the dashpart.
5. From the Dashpart Type drop-down list, select the kind of dashpart that you are adding.
6. Click Configure (or click New for a Links dashpart). The dialog box for the selected dashpart type displays.
7. Complete the fields on the Configuration dialog box; the fields are specific to the type of dashpart that you are adding. If you are creating a projects 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.
8. Click OK twice.