Every user that has a user account into your Projectal has their own home dashboard.

Home dashboards display data that you are interested in.  You can configure your home dashboard as you like.  You can hide and show Projectal's predefined widgets and you can create your own widgets.  You can move or resize the widgets on your home dashboard.

Dashboard Widgets

There are 4 types of widgets that you can display on your home dashboard:

• Standard widgets.  Standard widgets are the set of predefined widgets in Projectal that show key metrics for your company, departments, projects, skills, staff and tasks.
• Project widgets. Project widgets are a dynamic list of widgets (one for each project in Projectal) and show key progress information about a project.
• Launchpad widgets.  Launchpad widgets are custom widgets that you can create to add to your home dashboard so you can easily access your applications.  For example, create a launchpad widget to start Zoom calls or to go to your Slack channel. 
• Data View widgets. Data View widgets are fully dynamic and interactive widgets that can show a tab from your data views.  This allows you to have the following data view widgets on your dashboard:
  • Sheet widgets. Sheet widgets show tabular spreadsheet reports about projects, tasks, departments, costs and more,
  • Gantt Chart widgets.  Gantt chart widgets are interactive, visual Gantt charts showing the timeline of your projects and tasks.
  • Staff Usage widgets.  Staff usage widgets show you interactive staff usage heat maps across your company's locations, departments, projects and more.
  • Kanban Board widgets.  Kanban board widgets show you interactive, visual Kanban boards for your projects and tasks.
  • Chart widgets.  Chart widgets display visual charts and graphs of numerical or time-based data from projects, tasks and more.  

Adding and Removing Widgets on your Home Dashboard

Click the Edit Dashboard button in the top right corner of your dashboard to display the Dashboard Settings screen.  This lets you select Projectal's predefined standard widgets or create your own widgets.

Home Dashboard Views

You can create and switch to multiple views of your home dashboard so that you can see different widgets and data depending on your needs.  Click the Save As Dashboard View menu item in the top right corner of your home dashboard to create a dashboard view.

Unlocking your Home Dashboard

By default, your home dashboard is locked.  This means you cannot move or resize any of the widgets on your dashboard.  

If you wish unlock your home dashboard, click the Lock Dashboard switch on the top right corner of your dashboard.  You will see your dashboard changes its mode and you can now use your mouse to move widgets on your home dashboard and resize them.  After moving or resizing your dashboard, click the Lock Dashboard switch to lock it again.

Permissions

The data that you are allowed to see on your home dashboard is controlled by the permissions that you have been allocated in your user account in Projectal.