Personal Dashboards › By Example: Dashboards

By Example: Dashboards

The following scenarios show how team members and a team manager can use a dashboard.

Team Member 1: Karen

Karen, a team member who is responsible for tracking project management information for multiple projects, creates a dashboard with tabs. From the details page of the new dashboard, she creates the portlets that will show the dashboard data. The portlets she creates include:

• Project Risks
• Budget
• Resource Allocation
• Milestones

She configures her dashboard by determining which portlets to present on each tab. Then, Karen adjusts the layout of portlets on each tab by dragging and dropping the portlets into position on the tab layout section. She adds a filter for the dashboard that gives her the ability to filter information for all of the portlets at the same time. When the dashboard is complete, she views the dashboard, filters for the information that she wants, and exports a copy to PowerPoint as a test.

Before each weekly team meeting, she views the dashboard to monitor each project that she tracks and exports the results to PowerPoint. The team leader includes the PowerPoint slides in the regular team meeting agenda.

Team Member 2: Roberto

Roberto, a team member who does not have the right to create dashboards, navigates to Dashboards. Roberto can see two dashboards that his team manager shares with him: Security Development Team and Weekly Time Entries. Roberto views the Security Development Team dashboard. Also sees that he has five assigned tasks and three bugs. He clicks on the first task to get more details and starts working on the task.

Team Manager: Stan

Stan, the team manager creates a dashboard with two tabs: Team Work and Team Status. He populates the tabs with portlets created beforehand and with stock CA Clarity PPM portlets to which he has access. Stan adds the following portlets:

• Team Members
• Bugs and Issues by Components
• Tasks by Team Member
• Time Entries by Team member
• Work Completed and Work Remaining

Stan does not allow others to personalize his dashboard. He does share the dashboard with the entire OBS development unit and the executive management team to view portlets in the dashboard.

More information:

About Dashboards

How to Set Up a Dashboard

Personalize a Shared Dashboard