Add a System Dashpart

Use Dashboard configuration to add and configure system dashparts.

To add a system dashpart, complete the following steps:

  1. Click Dashboard at the top of the screen.
  2. On the toolbar, click Configure.
  3. Click Add System Dashpart.
  4. Enter a name for the dashpart.
  5. From the Dash Part Types 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 contract dashpart, you can determine whether contracts, phases, or tasks (work breakdown structure 1, 2, or 3 records) display in the dashpart. On the Contract lookup, select Advanced in the Display Type field. In the Display field, select Contract, Phase, or Task before you perform the search and select the records to display.
  8. Click OK twice.