Use PPM Dashboard

You can personalize and use your PPM Dashboard to display real-time data of all your PPM-based activities.

Open a PPM Dashboard page

Your PPM Dashboard can have one or more dashboard pages. A dashboard page contains one or more portlets displaying data of the same topic.

To open a dashboard page:

  1. From the PPM menu, select Dashboard.

    The Private menu is not displayed if you do not have private dashboard pages. For details, see Add private dashboard pages.

  2. To open a private dashboard page, hover over Private and select a private dashboard page.

    To open a shared dashboard page, hover over Shared and select a shared dashboard page.

    For details about private and shared dashboard pages, see Overview of PPM Dashboard pages and modules.

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Add private dashboard pages

Private dashboard pages you create are visible only to you and users with whom you share the pages. By default, you do not have private dashboard pages unless you manually add them.

To add a private dashboard page:

  1. From the PPM menu, select Dashboard > Personalize Dashboard.
  2. You can add a blank page or a preconfigured page as your private page.

    Action Details
    Add a blank page
    1. Select the Private pages folder.
    2. Click , and select New Page.
    3. In the Edit page pane, you can edit the page name, set the page refresh frequency, and add portlets to the page.

      For details about adding portlets to a dashboard page, see Add portlets to a dashboard page.

    Add a preconfigured page
    1. Select the Private pages folder.
    2. Click , and select Add preconfigured pages.
    3. In the Add Preconfigured Pages window, select the preconfigured PPM Dashboard pages you want to add as your private dashboard pages.

      The pages you selected are added immediately to your PPM Dashboard.

      For details about preconfigured pages, see Overview of PPM Dashboard pages and modules.

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Group dashboard pages

You can arrange PPM Dashboard pages into groups for easy categorization. You can expand and collapse these groups in the PPM menu.

To add a new group of PPM Dashboard pages:

  1. From the PPM menu, select Dashboard > Personalize Dashboard.
  2. Select the Private pages folder, click , and then select New Group.
  3. The New Group folder is created. In the Edit group pane, edit the group name.
  4. To add dashboard pages to the group, keep the group folder selected, and select > New Page.

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Copy, delete, and move dashboard pages

You can copy, delete, and move dashboard pages.

To copy, delete, or move a dashboard page:

  1. From the menu, select Dashboard > Personalize Dashboard.
  2. Select the dashboard page, and use the following icons:

    Copies the dashboard page.
    Select the Private pages folder, and click this button to paste the dashboard page.
    Deletes the dashboard page.
    Moves the dashboard page up the Private pages list.
    Moves the dashboard page down the Private pages list.

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Add portlets to a dashboard page

You can add portlets to a dashboard page either from the Personalize Dashboard page or from the specific dashboard page.

To add portlets to a dashboard page:

  1. Open the Add Portlets window in either of the following ways:

    From the Personalize Dashboard page
    1. From the menu, select Dashboard > Personalize Dashboard.
    2. Select the dashboard page where you want to add portlets.
    3. In the Edit page pane, click Add Portlets.
    From the specific dashboard page
    1. From the menu, select Dashboard > <dashboard_page_name>.
    2. Click the Add Portlets icon.
  2. In the Add Portlets window, search for the portlets you want to add.

    For details, see To add portlets to a Dashboard page:.

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Move portlets on dashboard pages

You can move portlets in the same dashboard page or move portlets among dashboard pages.

To move a portlet in the same dashboard page:

  1. From the menu, select Dashboard > Personalize Dashboard.
  2. Select the dashboard page that contains the portlet.
  3. In the Edit page pane > Portlets section, drag and drop the portlet to a desired location.

To move a portlet to another dashboard page:

  1. From the menu, select Dashboard > Personalize Dashboard.
  2. Select the portlet, and click the copy or cut icon.
  3. Select the dashboard page that you want to move the portlet to, and click the select icon.

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Share a private dashboard page

Available in PPM 10.0.1 and later versions.

You can share your private dashboard page with other PPM users.

Share a private dashboard page

To share a private dashboard page:

  1. Prerequisites:

    • Your administrator has turned on the Allow Sharing Private Dashboard Pages feature toggle.
    • You have the Share Private Dashboard Pages access grant.
  2. Open the private dashboard page you want to share. For details, see Open a PPM Dashboard page.

  3. On the left top of the dashboard page, click the Share Dashboard button .
  4. In the Share Page with Others window, select one or more users to share the private dashboard page with, and click Share.

  5. Click OK in the confirmation dialog box.

    Your private dashboard page is shared with the selected users.

    • The shared private dashboard page is listed in the Shared pages folder of the Personalize Dashboard page for both you and these users. Its name is: Page <dashboard name>- shared by <PPM user name>.
    • What these users can view in the shared private dashboard page depends on their access rights.

    • These users cannot edit the shared private dashboard page. They can remove it from their Shared pages folder. See Stop viewing a shared private dashboard page for details.
    • Shared private dashboard pages are created as modules. You cannot edit them from the Personalize Dashboard page. You must edit them from the configure module page. For details, see Create and configure a module.

Stop sharing a private dashboard page or share it with more users

To stop sharing a private dashboard page or to share it with more users:

  1. From the PPM menu, select Dashboard > Personalize Dashboard.
  2. In the Shared pages folder, select the private dashboard page you have shared with others.

  3. In the Edit page pane, perform the following actions:

    • To stop sharing the dashboard page with a specific user, click alongside the user.
    • To stop sharing the dashboard page with all users, click Stop sharing this page with all users.
    • To share the dashboard page with more users, click Share this page with more users and select the target users.

Stop viewing a shared private dashboard page

You can stop viewing private dashboard pages that are shared by others.

To stop viewing a shared private dashboard page:

  1. From the PPM menu, select Dashboard > Personalize Dashboard.
  2. In the Shared pages folder, select the shared private dashboard page that you do not want to view anymore.

    Tip: Shared private dashboard pages (dashboard pages created and shared by PPM end users) are marked with , to be differentiated from shared dashboard pages created by application administrators.

  3. In the Edit page pane, click Stop viewing this shared page.

    This page is removed from your Shared pages folder.

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See also: