Dashboard

When adding Dashboard parts, you can choose from the following options:

• Budget Summary: Displays the status of an open budget or a specific part of it. For example, a Program Officer's Budget Summary might be set to show only their program's part of the budget.

  Note: This Dashboard part is only available to users that have access to the Budget Module. To add this module, contact your sales representative.

• Note: Provides a space on the Dashboard to enter and save brief notes.

• Chart

• Image: Adds an image (uploaded from your computer) to your Dashboard.

• Link list: Lists one or more links at once. The links can be to other websites or other pages on your own website.

• Table

• Online Applications and Reporting: Displays any pending applications or requirements that need retrieval and review.

  Note: This Dashboard part is only available to users that have access to the Online Applications and Reporting Module. To add this module, contact your sales representative.

• Outcomes Progress Updates

• Reviews: In Progress: Displays all incomplete Reviews.

  Note: This Dashboard part is only available to users that have access to the Reviews Module. To add this module, contact your sales representative.

• Reviews: Invited/No Response

• Reviews: Submitted

• Summary

To add a dashboard part:

1. Select Add part on the Dashboard screen.

2. Choose the type of Dashboard part you want to add, then select Add

3. Complete the configuration form for the selected part type, then select Save.

To edit any Dashboard part, select the part's menu , Edit.

To configure your dashboard's view, select Edit, then select the number of columns you want to display.

You can also move and expand Dashboard parts. Select to drag and drop parts. Select the magnifying glass to expand or minimize the part.

Some dashboard parts enables you to view individual records by double-clicking on a listed record or part of a chart. When the record type that is associated with the dashboard part's search filter determines the record that opens for view/edit.

For example, if the dashboard part displays Request search results, double-clicking on a displayed record in any column opens the Request edit form. When the edit form appears, access Organization and Contact information through the Primary Relation Cards on the right panel of the edit form.

Admins can modify other users' Dashboards and copy a Dashboard from one user to another.

To manage other users' Dashboards, select Control panel, Settings. From the Dashboards tile, select Manage dashboards.

Users are listed alphabetically, with their associated Role(s) displayed below their names. Select Modify dashboard in a user's row to modify their dashboard as an Admin. Make changes, then select the X in the banner message the top of the screen to exit. The changes will reflect on the target user's dashboard the next time they refresh.

You can also copy a dashboard from one user to another, including all dashboards, dashboard parts and their properties, and dashboard settings. In the Manage dashboards modal, select the menu next to the user's name, then select Copy from another or Copy to other user(s).

Select Add new record to add a new record type directly from your dashboard. You can add the following record types, and it will open for you to edit in the Workspace:

• Request

• Organization

• Contact

• Requirement

• Document

• Activity