Populate the Project Dashpart with Phase and Task Records

Use a lookup to populate the dashpart with project, phase, or task (work breakdown structure (WBS) 1, 2, or 3) records.

To populate the dashpart with project, phase, and/or task records, complete the following steps:

1. Click Dashboard at the top of the screen.
2. Click the drop-down next to the dashpart name, and select Configure.
3. On the Dashpart Configuration dialog box, click Add.
4. On the Lookup, select Advanced in the drop-down list in the Display Type field.
5. In the Search Criteria grid, insert the criteria for the projects, phases, or tasks that you want to find.
6. In the drop-down list in the Display field (located below the Search Criteria grid), select one of the following options to determine how the records will display in the dashpart:
   • Project — Each row in the dashpart is a project that either:
     • Matches your search criteria.
     • Owns a phase or task that matches your selection criteria.
   • Phase — Each row in the dashpart is a phase that either:
     • Belongs to the project that matches your search criteria.
     • Matches your search criteria.
     • Owns a task which matches your search criteria.
   • Tasks — Each row in the dashpart is a task that either:
     • Belongs to a project or phase that matches your selection criteria.
     • Matches your search criteria.
   • All Matches — The dashpart displays a row for each project and a row for each lower-level WBS element (each phase and task) that matches the search criteria.
7. Click the Search button. The results of the search display in the grid in the lower portion of the Advanced Lookup.
8. Complete one of the following actions:
   • To select all the records in the search results grid to display in the dashpart, click the Select All button.
   • To select only some of the records in the search results grid to display in the dashpart, select one or more records in the search results grid, and click the Select button.
   • To select multiple records in the list, press and hold the CTRL key, and click the appropriate records in the search results grid.
   • To select multiple records in the grid that are listed beside each other, click the first record and press the SHIFT key while you click the last record. All records in-between the first and last record that you clicked are selected.
   After you click the Select All or Select buttons, you are returned to the dashpart.

   The dashpart is populated with the items that you selected on the Advanced Project Lookup. The records in the grid are sorted by WBS number, not by name.