Jama Connect User Guide

Manage the dashboard

Use the dashboard to give your team insight into the progress of each project.

Caution

Users with project admin or organization admin permissions can modify the dashboard. Changes are made at a project level.

To set up the dashboard:

  1. From the Explorer Tree, open your project dashboard by selecting the project name.

    Project_name.png
  2. Select Add in the top right toolbar of the dashboard.

    Image shows a view of projects with the project name circled in the top left, and the Change layout, Add, Print toolbar in the top right.
  3. In the Add to dashboard window, select the icon for the dashboard options you want, then click Add.

    add_to_dashboard.png
  4. Select Change layout in the toolbar, then choose how you want the windows to appear on the dashboard.

    change_layout.png
  5. (Optional) To download or view data from a chart, select an option from the drop-down menu. The export menu only appears in the Bar, Line, and Pie widgets.

    drop-down_menu.png
    • Download PNG — Downloads the widget image.

    • Download CSV — Downloads the data from the chart.

    • Download PDF — Downloads the widget image.

    • View data table — Displays the data table/chart and the numerical information associated with the data.

  6. (Optional) Select Print to print the contents of your dashboard. For best results, use a landscape page setup and enable printing of background images in your browser settings.