Modify Dashpart Settings

You can use the Manage Dashparts dialog box to edit settings for one or multiple dashparts, or the Edit icon on the individual dashpart to change settings for that specific dashpart.

Take one of the following actions:

  • If you are editing settings for a specific dashpart:
    1. Click on the dashpart.
    2. On the Options dialog box, enter new values in the settings fields.
    3. Click Save.
  • If you are editing settings for one or more dashparts:
    1. On the dashboard, click the Manage Dashparts link.
    2. On the Manage Dashparts dialog box, click next to the dashpart for which you want to modify the settings.
    3. On the Options dialog box, enter new values in the settings fields.
    4. Click Save on the Options dialog box.
    5. Click Close on the Manage Dashparts dialog box.

    The system automatically displays data on the dashboard using the settings you specified. Your changes are saved for your user ID and will be applied to the dashboard whenever you log in to Costpoint.

    Note: is displayed on all dashparts and on the Manage Dashparts dialog box. However, this icon is disabled for dashparts with no editable settings.