This video demonstrates how to publish a dashboard. Duration: 7 min.
Once you get your dashboard looking the way you want it to, you can publish it, which means making the dashboard available by way of a URL. Note that a dashboard cannot be deleted while it is published.
You can do the following with published dashboards:
create a publishing schedule - updates and republishes the dashboard automatically on a specified schedule. You can additionally configure email alerts to notify one or more users when updates occur.
require an access code or an PPM Pro login for viewing
set expiration date for URL - often used in conjunction with an access code so that you are periodically reminded to reset the access code. By default, the URL will expire in 30 days.
To place a user on the Publishing standard group
Planview does not submit customer dashboards for search engine indexing and does not put the dashboard link on any public web pages. If the published dashboard does not require a password, it is technically possible for a search engine to index it. However, it is not likely that a search engine will locate the page unless the dashboard URL has been placed on some other public web page that is being indexed. As an extra precaution, you can require authentication to view the dashboard (see Publishing dashboards for more information about setting up authentication).
PPM Pro administrators and members of the Publishing standard group can view a list of all published dashboards under Admin/Publishing. Any dashboard can be unpublished from this screen. In addition, those users can also publish and unpublish dashboards from the Dashboards List screen.
You can add or change the access code, require a login to authenticate, or reset an expiration date by clicking the Published icon for the dashboard in the Dashboard List page and modifying the settings in Publish Options dialog.
Full users who are members of the Publishing standard group and who have global Create Dashboards permission can invoke the Publish Options modal (or the Update Options for Published Dashboards) to configure and manage published dashboards. Note that you must first run the dashboard and then select Actions > Publish from the dashboard viewer, as shown below:
View the dashboard you want to publish by selecting it in the Dashboard List and clicking Actions > View.
See Configure Authentication for Published Dashboards.
Note: Can be done only by user who published the dashboard. Admins can unpublish from Admin/Publishing.
Note: Users with administrative privileges can view a list of all published dashboards under Admin/Publishing. Any dashboard can be unpublished from that screen.
You can allow dashboard viewers to download data to Excel by enabling the checkbox next to Allow viewers to export dashboard data to Excel. This gives users access to the data without having to be logged into PPM Pro.
By default, no authentication is required to view a published dashboard - users can just click the URL. Note that if no authentication is required, this applies to the published dashboard itself, and not to drilldowns - users must be logged in to view drilldowns.
You can require authentication two ways:
a) Require users to be logged into PPM Pro to view the dashboard
b) Require users to specify an access code to view the dashboard. The access code can be any combination of up to 20 characters. You can reset the access code whenever you want.
Each of these options is configured by selecting the appropriate radio button. If you choose to require an access code, enter the code in the field that becomes editable after you select the access code option:
You can additionally require the user to log in from an IP address that falls within a range specified by your PPM Pro administrator. Note that your organization must be using the IP Address feature (enter a support case at customercare@planview.com if you are interested in enabling this feature). See IP Restrictions.
You must set an expiration date for the dashboard URL that is no more than one year out from today's date. In addition, you can configure PPM Pro to send a notification in advance of the URL expiration date by checking the setting Notify dashboard publisher N days before expiration date. When this setting is checked, a notification email will be sent to the dashboard owner at the specified number of days prior to the dashboard expiring. You can update the expiration date at any time.
The email message body will be:
The dashboard <Dashboard Title> will expire in <n> days
Click the link to view publish details: <link>
You can optionally set up a publishing schedule along with optional alerts.
You can configure a publishing schedule for any dashboard. The schedule determines how often to rerun and republish the dashboard automatically, helping dashboard owners streamline their end of day, week, or month reporting. Remember that dashboards are a snapshot of data in time. If a dashboard is set to be published weekly, say, on Sunday at 7am, the data you're looking at on the following Wednesday was last updated then. To see current data, rerun the selected dashboard (provided you're a user with visibility rights to the dashboard).
Click the checkbox next to Configure publishing schedule (see screenshot below). Use the scheduling settings that appear to configure the publishing schedule.
After you configure the publishing schedule, you can notify individual users each time the dashboard is re-published by entering their email addresses in the Notification Email Address(es) section; you can use a distribution list to notify a larger number of users, provided the list is configured for use outside of your company domain. Separate email addresses with comma(,) or semi-colon(;). List of email addresses cannot exceed 500 characters. Message maximum is 4000 characters. Create a custom subject/message using the Email Subject and Email Message fields, respectively; a link to the published dashboard will be included below the message. The message fields are disabled until at least one email address is entered.
The recipient(s) will receive an email notification each time the dashboard is automatically republished (alerts are not sent if the dashboard is manually republished). The sender should always be alerts@ppmpro.com. You can put this sender or the ppmpro.com domain on your allowlist.
Note: Can be done only by the user who published the dashboard.