Creating Dashboard Views

To create a dashboard view:

  1. Select Home or a pinned application or application group. This determines where the view you create will be available.
  2. Do one of the following:
    • Select an existing dashboard, such as My Dashboard, and then click the Create New Dashboard icon (image).
    • Click the Manage Views icon (image), and then select Dashboards header. Click the blue plus sign on the Dashboard menu header or the Create Dashboard icon in the content pane.
  3. Provide a name and description for the view. Users you share the view with can search for it using the information you provide here.
  4. Optionally, click the Sharing tab to select users, groups and resource teams to share the view with. For details, refer to Sharing Views.
  5. Save your view. If you created the view using the Create menu, the view is automatically added to the menu in the navigation pane. If you created it from the Manage Views page, hover over the view in the list, and then click the star to add it to your menu.
  6. If you created your dashboard from the Manage Views page, you are prompted to add widgets. Otherwise, click the Add Widget button to add report, condensed activity view, and Web page widgets to your view. For details, refer to Adding Widgets to Dashboard Views.
  7. After you add widgets to your dashboard, click the Layout icon (image) to adjust the widget layout as needed.