Performance Dashboards as Dashparts

Vision Performance Management performance dashboards can be displayed as Web dashparts on the Vision Dashboard. You can only add dashparts for performance dashboards if the workbooks containing the performance dashboards have been published to the Tableau server.

Deltek recommends that only Vision system administrators be given the access necessary to add performance dashboards as Web dashparts and to make them available to the appropriate groups of Vision users.

Methods for Making Performance Dashboards Available as Dashparts

System administrators have two basic ways to make a new dashpart available to other users:

• Add the dashpart as a role-based or a global dashpart. Use this method to update the Vision Dashboards of existing users. Vision adds the new dashpart to the list of unused dashparts for those users with the appropriate Vision security roles. Each user can then add the dashpart to the Vision Dashboard if they want to display it.
• Add the dashpart as the system administrator's personal dashpart, and save his or her Vision Dashboard for other users. Because this process replaces the user's personal Vision Dashboard with the system administrator's Vision Dashboard, it is used primarily to set up the initial Vision Dashboard for new Vision users. If you use it to distribute a new version of your standard Vision Dashboard, be aware that any changes that individual users have made to their personal version of the Vision Dashboard will be lost.

Because the performance dashboards often display sensitive information intended for specific management roles, it is usually not appropriate to make them available as global dashparts.

For complete information on how to set up and work with dashparts and the Vision Dashboard, go to Vision help. In the Contents pane of the Vision help window, click Dashboard.