Copy a Personal Dashboard of Another Employee

If you have the appropriate access rights, you can copy the personal dashboard of another employee on the Dashboard Options form (or when you work in dashboard list view).

Prerequisite: For information about the access rights required to perform this task, see the "For Roles that can Copy or Delete Personal Dashboards of Other Employees" section of the Personal Dashboards topic.

To copy a personal dashboard of another employee:

  1. In the Navigation pane, select Dashboards and then select one of these actions:
    • If no dashboards have been created, select Dashboard.
    • If one or more dashboards exist, select a dashboard under one of these submenus: My Dashboards, Personal, or All Dashboards. The submenus available depend on your role’s access rights.
  2. On the Dashboard form, click Edit Mode to enable editing.

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

  3. On the edit mode toolbar, click Options.
  4. On the edit mode toolbar of the Dashboard Options form (or dashboard list view), click View Options and select All Personal Dashboards.
  5. In the All Personal Dashboards grid, hover over the personal dashboard to display the option on the right end of the row.
  6. Click and select Copy.