Import shared dashparts from clients or consultants to your dashboards so that you can view the contents.
These steps are not applicable when you are using
Vantagepoint on a tablet or smart phone.
You must have the appropriate access rights, as well as module availability, to be able to display or import a dashpart. If you are unable to import a dashpart, check that your user role has access rights to the dashpart that you are trying to import (as specified in Security Settings) and that the needed
Vantagepoint modules are enabled and available to you.
The import dashpart process requires a valid dashpart file with the DPT file format. The dashpart file can contain one or more dashparts.
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In the Navigation pane, select
.
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On the Dashboard form, click
Edit Mode to enable editing.
The availability of the
Edit Mode option is determined by your access rights in Security Settings.
The
Edit Mode toggle option is not enabled when you are using a tablet or smart phone to access
Vantagepoint.
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On the edit mode toolbar, click
Import/Export.
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On the Import/Export Dashparts dialog box, click
Import.
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On the Import Dashparts dialog box, click
Browse.
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On the file selection dialog box for your browser, locate and select the dashpart (DPT) file to be imported.
The file selection dialog box closes and the selected DPT file displays in the
Browse field of the Import Dashparts dialog box.
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Click
Import.
The newly imported dashpart is displayed in the Dashpart Library with a slightly darker row color for 48 hours.