On all your dashboards, you can create and switch to different views of your dashboards.  This lets you have a different set of widgets on one view and another set of widgets on another view.  This is very handy when you want to view different sets of data for your company and projects on your home dashboard or project dashboards.

Example: On your home dashboard, you may want to see how your company is tracking from different points of view.  You may have one dashboard view called Company Metrics that shows the key data about your company, its locations, departments and staffing loads.  And, you may have another dashboard view called Projects that shows the progress, costs and other key project metrics for all the current projects running at your company.

You can create as many dashboard views as you like.

You can switch to a dashboard view at any time on your dashboard.

You can share your dashboard views with other staff.  This is handy for creating a standard set of dashboards for your company or departments.

Creating a Dashboard View

To create a dashboard view, follow these steps:

1. Get your dashboard looking the way you want it.  Add the widgets onto your dashboard.  Position your widgets as you want them.  Resize your widgets as you want them.
2. Click the Save As Dashboard View menu item in the top right corner of your dashboard to display the Save View screen.

3. Enter a name for the dashboard view and click OK.  The dashboard view has been saved and is now listed as one of the dashboard views you can select to view.

Switching to a Dashboard View

To switch to a dashboard view, follow these steps:

1. Click on the dashboard view menu item in the top right corner of your dashboard.  This will automatically switch to the dashboard view.

Updating a Dashboard View

To update an existing dashboard view, follow these steps:

1. Get your dashboard looking the way you want it.  Add the widgets onto your dashboard.  Position your widgets as you want them.  Resize your widgets as you want them.
2. Click the Update Dashboard View button alongside the dashboard view you wish to update..  This will display the Save View screen.

3. Enter a new name for the dashboard view (or keep it as-is) and click OK.  The dashboard view has been updated.

Sharing a Dashboard View

By defaut, all your dashboard views are private to your user account.  If you wish to share them with other users or across the whole company, then follow these steps:

1. Click the Share Dashboard View button alongside the dashboard view you wish to share.  This will display the Share View screen.

Sharing: 

• Click the Public radio button to allow all Projectal users in your company to use this dashboard view.  This is a handy way of creating standard set of dashboard views for all staff at your company.
• Click the Private radio button to restrict the dashboard view to yourself and a set of Projectal users.  Click the Members button and edit the list of users that can use this dashboard view.

Editing Permissions: 

• By default, only the user account that created the dashboard view can edit it and make further changes to it.  If you wish to allow other users to edit and make changes to the dashboard view, then click the Members button and edit the list of users that can edit this dashboard view.  

Deleting a Dashboard View

If you wish to remove a dashboard view, then follow these steps:

1. Click the Delete Dashboard View button alongside the dashboard view you wish to delete. 

Warning: Once the dashboard has been deleted, it cannot be retrieved.  All use of this dashboard view on users' dashboards will be removed.