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Jama Connect User Guide

Configure the dashboard (admins)

The dashboard feature allows organization and project admins to customize a project dashboard so that it displays the information needed by project members. Dashboard changes are made at the project level.

Important considerations

  • Only organization and project admins can create or modify dashboards.

  • Each dashboard must have a unique name. Also, descriptive names can help you organize and manage your dashboards.

  • Widgets and dashboards are limited to a maximum of 20 each. The initial project dashboard is allowed an unlimited number of widgets, but for optimal performance we recommend a maximum of 20 widgets. Subsequent dashboards are limited to 20 widgets.

  • Projects must have at least one dashboard. You can have a maximum of 20 dashboards per project.

  • The first dashboard created for a project is automatically set as the default dashboard for all users.

    • If you delete the project default dashboard, you are prompted to select a new dashboard as the default.

    • Users can customize which dashboard first appears upon their login by viewing the dashboard of their choice and selecting set as my default dashboard

  • Dashboard names appear in alphabetical order.

To set up the dashboard:

  1. From the Explorer Tree, select your project name to open the project dashboard.

    pantry_product.png

  2. To add a widget to your dashboard:

    1. Select Add widget in the top right toolbar of the dashboard.

      add_widget_new.png

    2. In the window that opens, select the dashboard widget options you want, then click Add.

      add_to_dashboard_window_new.png

  3. Select Layout in the toolbar, then choose how you want the windows to appear on the dashboard.

    layout_new.png

  4. To create an additional dashboard, select Add dashboard in the toolbar.

    1. In the window that opens, enter a unique name.

    2. Click Create.

      The screen is refreshed and the new dashboard appears.

  5. To edit the name of a dashboard, select Edit.

    1. Enter a new name.

    2. Click Save.

      A pop-up message confirms that the new name was saved.

  6. To view a different dashboard, select from the Switch drop-down menu.

    switch.png

  7. To see the current dashboard when the project page loads, select Set as my default dashboard.

    set_as_my_default.png

  8. To download or view data from a chart, select an option from the drop-down menu.

    The download options only appear in the Bar, Line, Pie, and Complex chart widgets.

    hamburger.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.

  9. To print the contents of your dashboard, select Print.

    Tip

    For best results, use a landscape page setup and enable printing of background images in your browser settings.

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