Dashboard (Browser)
The Dashboard that is available in My Stuff is your portal into DPS 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.
DPS'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 clicking
.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 DPS screen.
About Dashboards in Deltek Applications
You can access Dashboard via the My Stuff section of either the DPS browser or desktop application. Additionally, in the desktop application, you can click on the toolbar at the top of the main DPS screen to open a different version of the dashboard. The desktop application allows users to 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