Dashboard

The dashboard is your portal into the Vantagepoint data, reports, applications, and links that you use most. Use the dashboard to combine information from different areas of Vantagepoint and display it all on a single Web page.

Dashparts

Dashboard content is made up of individual building bocks called dashparts. Each dashpart provides access to specific records, web links, reports, activities, and applications. You can add and subtract dashparts, customize the contents of individual dashparts, and rearrange and rename dashparts in the dashboard.

For example, you might choose to display dashparts that show your current in pursuit projects and clients, your most frequently used reports, today's appointments and meetings, and links to weather and traffic Web sites.

  • System dashparts are dashparts that are based on Vantagepoint applications, such as hubs or reports.
  • Web dashparts are dashparts that are based on URLs, such as links to files or Web sites.

Security

Your security role determines the types of dashparts that you can use and the data that you can access through the dashparts. You cannot see or do anything in a dashboard that you are not allowed to see or do elsewhere in Vantagepoint.

If you have the appropriate rights, you can design a dashboard layout and apply it to other users' dashboards so that, for example, everyone on the same team has the same dashboard.

Frequently Used Dashparts

You can choose from a wide variety of dashparts. Here are some of the most frequently used dashparts:
Dashpart Type Description
Hubs Link to the hubs that you use most frequently. You can also populate the dashparts with the hub records that you use most frequently.

For example, link to the Projects hub and view only those projects for which you are the project manager.

Favorite Reports View a list of your favorite reports. Preview any of these reports in a separate browser tab.
My Activities View a grid of your day's events. The events may be meetings, reminders, deadlines, alerts, and so on. If an event is rescheduled, the information changes in the dashpart. You can also update your calendar from the dashpart.
Links Have quick access to links to your frequently used Web sites, email addresses, and documents.
Applications Have quick access to links to the Vantagepoint applications that you use most frequently.