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Planview Customer Success Center

Applying a dashboard template package

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  1. Import the ZIP package according to the instructions in the “Importing multiple reports” section of the Changepoint Analytics Reference guide.
  2. Refresh the data sets (requires Cognos Administrator access):
      1. Sign into Analytics Portal.
      2. Click Team content > [Dashboard name]. The data sets, data module and dashboard appear.
      3. For each data set (Project Time, Resource, Resource Approval, Time), select the data set, right-click and select Refresh. Be sure to wait until the refresh is completed before proceeding to the next dataset.
  3. Add the dashboard to Changepoint (Changepoint Administration > Reporting > Synchronize Cognos Reports).
  4. Create a Changepoint dashboard (Changepoint Administration > User Interface > Dashboard Management) and add the dashboard to it.

Creating a schedule to automatically refresh the data sets

The dashboard includes the data that is available at the most recent time that the data sets are refreshed. A maximum schedule frequency of once per hour is recommended to avoid negatively affecting system performance.

  1. In Analytics Portal > Team content >[Dashboard name], right-click on the data set and select Properties.
  2. Click the Schedule tab.
  3. Click the Create schedule button.
  4. Select the frequency settings and then click Save.