This guide explains how to make full use of CMAP's Dashboard tool. The purpose of the Dashboard is to give each user personalised and relevant information.
NOTE: All of the data found in the Dashboard is relevant to the User who has logged in.
The Dashboard screen is the default page you will see when you log into CMAP. It will appear blank if you have not yet chosen any dashboard boxes to be displayed.
In order to amend which dashboard boxes you would like to have on your dashboard you will need to have the relevant security permissions enabled. If you do not have the relevant permissions please speak to your System Administrator.
Adding Dashboard Boxes
Whilst on the Dashboard page, click on your profile in the top right-hand corner of the screen. You will see the Edit Dashboard option in the drop-down menu.
You will then be taken into Edit Mode and a blue bar will appear across the top of the screen.
Click Add and a tick box list will appear. Any boxes that you tick on this menu will add additional dashboard boxes to your dashboard.
For example: If I choose to tick the Live Project Status dashboard box and click Save, the Live Project Status dashboard box will appear on my dashboard.
Moving Dashboard Boxes
Once you have selected all of the relevant boxes, you can choose to move these boxes around your screen by clicking on the Move icon in the top right-hand corner of the box. You can then drag the box to where you want it to be. CMAP makes rearranging your dashboard boxes even easier as they sit on top of a grid to help you align them.
Re-sizing Dashboard Boxes
If you want to re-size your dashboard boxes so they sit together nicely, just hover your cursor over the bottom left-hand corner of the dashboard box. Your cursor will change to a double headed arrow which you can then click and drag up, down, left or right to re-size.
Removing Dashboard Boxes
If you decide you no longer want a specific box of information on your Dashboard, you can delete it from your Dashboard by clicking the “X” button in the top right-hand corner of the box.
Once you are happy with the changes you have made, just click on ‘Exit Edit Mode’ in the blue bar at the top of the page. This will save any changes you have made and return to the dashboard.
Don’t forget that dashboards can be amended at any time to ensure the data you are viewing is the most relevant to you.
Default Dashboard Boxes
To create a Default Dashboard view for a Security Group, in the Admin section click on the Actions Menu next to the relevant Security Group.
Click Setup Default Dashboard in the drop-down list. You will then be taken to the Edit Dashboard Page where you can create and save your Default Dashboard.
Pushing Dashboard Boxes
Once you have created the Default Dashboard you are able to push it out to all members of the Security Group meaning everybody has the same dashboard view.
To do this, click into the Actions Menu next to the relevant Security Group and select Refresh Dashboards.
The following warning will appear as a reminder that once confirmed, the changes will be applied to all users dashboards that are members of that Security Group.