Creating Dashboard Views

To create a dashboard view:

  1. Select All or a pinned application or application group. This determines where the view you create will be available.
  2. Do one of the following:
    • In the side menu, click Dashboards, and then click the Create Dashboard button in the content pane.
    • In the side menu, open a pinned dashboard, and then click the Create New Dashboard icon (image).
  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 New Dashboard icon (image), the view is automatically added to your side menu. If you created it from the Dashboards page, find the dashboard in the list, and then click the star to add it to your side menu.
  6. If you created your dashboard view from the Dashboards page, you are prompted to add widgets. Otherwise, click the Add Widget button to add reports, condensed activity views, 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.