Creating Custom Dashboards

Overview

Custom dashboards align reporting to an Organization’s governance cadence.

They reduce manual status preparation and improve consistency.

Key Concepts

• Dashboard: curated set of widgets for a reporting purpose
• Widget: chart or metric backed by Project data
• Filter: constraint applied to focus a review

How It’s Used

Create dashboards for recurring reviews, such as weekly governance.

Create separate dashboards when audiences differ, such as delivery vs executive.

Benefits

• Consistent reporting without rebuilding views each week
• Faster stakeholder alignment on progress and risk
• Cleaner trend tracking through stable definitions

Setup Steps

1

Create a dashboard

1. Navigate to Analytics → Dashboards.
2. Select Create dashboard.
3. Name the dashboard based on review purpose.

2

Add widgets

1. Add a small set of widgets first.
2. Validate each widget matches the intended scope.

3

Apply filters

1. Apply filters for Segment, Process, System, or status when available.
2. Confirm filters update widgets consistently.

4

Share access

Share dashboard access based on role and scope.

Best Practices

• Keep one baseline dashboard per line of business.
• Keep widget definitions stable to protect trend comparability.
• Pair dashboards with Save Views for follow-up actions.

Summary

Custom dashboards standardize governance reporting and reduce recurring preparation work.