Take control of your project management experience with PPM360! In this blog post, Stella Salom provides a comprehensive guide to building your own custom home dashboards. With her easy-to-follow, step-by-step instructions, you’ll learn how to create dashboards that align perfectly with your workflow and project needs.
Lets begin:
1. From the PPM360 Home Dashboard, select “+ New” from the top toolbar. Then, select “Dynamics 365 Dashboard”
2. Choose Layout from the pop-up window which appears. Select a layout option, and then select “Create” from the bottom right of the window.
3. On the next screen, select what type of table data you want to see in your dashboard.
4. Click on the component you wish to edit, then select “Chart” or “List” from the top.
- List – refers to creating a table.
- Chart – creates a chart, such as a pie graph or bar chart.
5. In this example, we will create a list (table) of the risks in this project environment. Select “List” from the top, then a window will appear:
Record Type: Refers to the Dataverse table
View: Refers to the view
6. Select the “Risk” table from the “Record Type” dropdown, and then, select “All Risks” from the “View” dropdown. Then, select “Add”.
- NOTE: Only existing configured views will appear, this feature does not allow you to create your own custom view.
7. After selecting “Add”, you will see the table appear on the selected tile, but you won’t see the data populate until after you have saved and closed your custom dashboard view.
8. Next, let’s add a chart to our custom dashboard. This time, select “Chart” from the toolbar at the top.
9. On the screen that appears, select “Project” from the “Record Type” dropdown.
10. Then, select your preferred view. In the example below, we are selecting the “All Projects” view to include all project data from all projects in this environment. To limit the chart to only your active projects, select the “My Active Projects” view.
11. Next, select a “Chart” to determine which data you want displayed on your chart.
12. As you click through different chart options, there will an example diagram which changes based on your selection. For example, some charts may automatically display as a bar graph while others display as a pie chart. For our example, we will select “Projects by State”, which will display all projects in the environment based on project state.
13. Finally, select “Add” to add this new chart to your custom dashboard view.
14. Once you’ve completed adding tiles (tables/charts) to your custom dashboard, you will need to provide a name for your custom dashboard at the top, then, select “Save”, then, select “Close”.
15. The next window will display the outcome of your custom configured home dashboard view. See the outcome of our custom home dashboard below.
- NOTE: You can make your new custom home dashboard your default dashboard view by selecting “Set as Default” from the toolbar at the top.
