In This Article
Steps to set a default dashboard
User Access to Site/Department/Program
Overview
A user has the capability to designate a default dashboard which will automatically be displayed for all users granted access to the specified department or program, provided they have not chosen a dashboard. To establish a default dashboard, please follow the steps outlined below.
Note: For the default dashboard to appear for a user, they must have access permissions to the relevant home site, department or program.
Steps to set a default dashboard
- On PMO, click to the 1Portfolios module. On Portfolio (located under Portfolio Management) and click on the 2Configure icon to edit the Portfolio screen.
- Select the 1Department/Program for which you intend to set a default dashboard. On the Details screen, beneath the 2Dashboard section, select your preferred dashboard from the dropdown list to set it as default (only public dashboards will be included in the list). Once selected, click 3Save.
The selected dashboard will now automatically be displayed for users who have not previously selected a dashboard and have access to the site/department/program. - On CI, navigate to Administration and select Organisational Structure under the General section.
- Select the 1Department/Program for which you intend to set a default dashboard. Under the 2Dashboard section, select your preferred dashboard from the dropdown list to set it as default (only public dashboards will be included in the list). Once selected, click 3Save.
The selected dashboard will now automatically be displayed for users who have not previously selected a dashboard and have access to the site/department.
Should a user have a preferred dashboard (i.e. a dashboard marked as favorite), it will be displayed initially, taking precedence over the default dashboard.
User Access to Site/Department/Program
To grant a user access to a home site, department or program, follow the following steps:
- Navigate to Administration and select Users.
- This will open the list of available users in the system. From the list, select the user you would like to grant access to a specific site, department or program.
- Under 1Home Site, select the sites, departments or programs you desire to grant access to the user. Once selected, click 2Save
Now, users will view all default dashboards associated with this site or department if they have not chosen a dashboard beforehand.
NB! To change the default dashboard at a site level, users can link a portfolio type to a dashboard, rendering the field read-only for other users. This can be done by clicking on Administration > Portfolio Types (under Portfolio Management) > select the Dashboard from the list.