Copy an Existing Dashboard

You can duplicate an existing dashboard and use it as a starting point for quickly building another dashboard.

Appropriate access rights are needed to perform this task.

These steps are not applicable when you are using Vantagepoint on a tablet or smart phone.

To copy an existing dashboard:

  1. In the Navigation pane, select My Stuff > Dashboards.
  2. On the Dashboard form, click Edit Mode to enable editing.

    The Edit Mode toggle option is not enabled when you are using a tablet or smart phone to access Vantagepoint.

  3. In the list of dashboards on the Navigation pane, select the dashboard that you want to copy.
  4. On the edit mode toolbar, click Copy.
  5. On the Dashboard Copy dialog box, enter a name in the Dashboard Name field, and then click Copy.
    The Dashboard Copy dialog box closes and the dashboard copy displays in the Dashboard form. Note that the share settings for the dashboard is not copied.
  6. Click Share to display the Share this Dashboard dialog box where you select the employees and roles that can use the dashboard you are creating.
  7. Modify the dashparts and other dashboard settings as needed and click Save.