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New Xcelsius Stock Dashboards

Best Practice: Always make copies of stock Xcelsius dashboards, visualization files and queries before applying customizations. Customize the copied version. CA provides periodic updates to the stock dashboards that overwrites any changes you make to the stock dashboards.

The following table lists the Xcelsius stock dashboards provided with this release.

Studio Name

File Name

Description

Portfolio

xid.prt.portInvDash

Portfolio Investment Analysis - Analyze the impact to your Portfolio by adding and removing investments from the dashboard.
Suggested use: Add a new tab with this portlet to the Portfolio Default Page Layout.

Project Status

xid.prt.prjsts

Project Status - Analyze important metrics at a glance for a specific project.
Suggested use: Put on a project dashboard on a Project Page Layout.

Investment Overview

xid.prt.prjstsDash

Investment Overview - Using filter criteria, build a list of investments to view and analyze important metrics.
Suggested use: Add a new tab with this portlet to the Overview page layout.

Resource Planning

xid.prt.resPlanDash

Resource Planning using Capacity and Demand by Role - view the capacity and demand by role, and analyze impact on capacity and demand by increasing or decreasing capacity using FTE or Hours.
Suggested use: Add a new tab with this portlet to the Resource Planning portlet page layout