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Planview Customer Success Center

Dashboards - Then and Now (Beta)

[under construction]

The new Dashboards (Beta) functionality is coming in the August release. Additional capabilities will be added in future releases per the Known Issues page. For customers who are currently using Legacy dashboards, below are several key differences to keep in mind.

Key Differences between Legacy and New Dashboards

# Feature/Difference New Dashboards Legacy Dashboards
1 Permission to see the top-level Dashboards tab

Users must have permission to view at least one dashboard in order to see the top-level Dashboards tab. The new Reports feature works the same way - users must be able to view at least one report in order to see the top-level tab.

See Report Teams/Permissions for more information.

The Dashboards top-level tab was visible to all users, regardless if they had permission to view any dashboards.

2 'Scope' - one dashboard that can be run at multiple levels

Every dashboard will automatically be available at the top navigation link Dashboards list such that users with appropriate permissions can view, edit, and run from there. Optionally, users can select 'Scope' options for where else they would like the dashboard to appear.

Available Scopes are Department, Division, Organization, Portfolio, and Resource. Selecting any of these Scope options will make the dashboard available in that entity's Dashboards list. This means that you can create a single dashboard and make it accessible in various Dashboard list locations. When the dashboard is run from one of these Dashboard lists, the scope will automatically be set to that entity. 

Legacy dashboards require that a 'Target' be selected in order to identify what entity Dashboards list the dashboard will appear in. To have a dashboard available in more than one entity Dashboards list, the user must create a different dashboard and choose a different Target each time. For example, to be able to run the same dashboard at both the Organization and the Portfolio levels, the user must create a dashboard with Target 'Organization' and then recreate the dashboard with Target 'Portfolio'.


3 WYSIWYG dashboard designer - real time preview with sample data

The new dashboard designer opens in its own tab so that users can take advantage of as much screen real estate as possible. It includes a Preview pane that allows you to immediately see how the dashboard will render as you add reports. 

The Preview pane displays sample data so that its performance is snappy and you do not have to wait for rendering. To see actual dashboard data, there is an option to run the dashboard, which opens the dashboard in another tab.

To see how a dashboard will render based on selected components, the user must run the dashboard and view it in a separate window.


4 Changing Scope and Filters when viewing the dashboard

You can optionally configure if you would like the user to be able to change the dashboard Scope when viewing the dashboard. Filters can be changed per component, and in addition, filters can be ad hoc or saved; you do not have to create and save filters separately from a report, you can use saved filters or configure with ad hoc filters as you like.

For example, even if a report is run from the top-level Reports list (and is therefore run at an organization level) and with a specific filter such as all active projects, you can allow the user to change the Scope (say to a single project) and filters (say to active projects) in an initial runtime modal and when viewing the report. If you do not specify to change these at runtime, a runtime modal will not even appear; the report will just render given its configuration/relevant Scope and filters.

A runtime modal always appears given the specified Target level and with the ability to select a single saved filter. There is no ability to change the Target or filters while viewing the report.


5 Dashboards list organization

The new Dashboards list includes a 'Group By' option which allows a user to organize their dashboards by Owner, Topic, Type, Created By, and Last Modified By. Users can also just have an ungrouped list. The dashboards list includes an ad hoc filter control at the top and all columns are sortable.


The Legacy dashboards list includes an ad hoc filter control at the top and all columns are sortable.