About Dashboards

Create portlets that show the information you want to see and place the portlets on your personal dashboard for viewing. The portlets can display information in graphical chart format or list format.

You can create as many dashboards and portlets as you need. If you have more portlets than you want to show on one page, you can create a tabbed dashboard for additional pages.

Exporting Dashboard Information to Other Formats

You can export the contents of a dashboard or a portlet displayed in the dashboard to Microsoft Excel or PowerPoint. You can fit the exported data to a page, especially when you export information to PowerPoint for a presentation. Also, place each exported portlet on a separate page, rather than fitting all portlets onto a single page as they appear in a dashboard.

See the CA Clarity Basics User Guide for more information.

Dashboard Sharing

When you create a dashboard, you are given the ability to view and manage the dashboard. You can share the dashboard with other users, groups, or OBS groups in your organization. If you share your dashboard with another user, the dashboard also appears in the shared user personal dashboard list for viewing.

Two options are available for sharing:

View. This option allows a user to view the dashboard.
Manager. If you are the creator of a dashboard, you are automatically assigned as the manager. When you give another user this ability, the user can view and change the dashboard properties and publish the changes to all shared versions. Give the permission to only a few trusted users.

Personalized Dashboards

You can also allow a user to change the shared copy of the dashboard that appears in the user dashboard list. The changes apply only to the user version and other users cannot view them. The changes remain in the user copy until the owner of the dashboard, or a user with manager rights publishes changes. The latter overwrites all personalized changes.

Access Rights to Use Dashboards

CA Clarity PPM administrator assigns the access rights to work with dashboards. The following access rights let you work with dashboards and portlets:

Dashboard - Create
Dashboard - Navigate
Portlet - Create
Portlet - Navigate

The access rights are global. The navigate rights provide access to the Dashboards and Portlets links in the Personal menu. The create rights allow you to create a dashboard or portlet.

In addition to the rights to create and use a dashboard, you require to have access rights to the information displayed on a dashboard. Access to a dashboard does not automatically include access to the project information. If you share a dashboard, the user with whom you share, also requires the right to see the shared information.

Note: Sharing a dashboard with a user does not automatically ensure that the user can see the dashboard. The user must have the Dashboard - Navigate access right so that the Dashboard option appears in the Personal menu. The Dashboard - Navigate access right is assigned separately.

If you have the appropriate access rights for stock CA Clarity PPM system portlets, select and use the portlets for your dashboards.

Dashboard and Portlet Page Comparison

The following table shows how a dashboard and a portlet page compare in terms of CA Clarity PPM functionality.

Functionality	Dashboard	Portlet Page
Exported Output	Fit to page One portlet per slide or sheet	Fit to page
Sharing with specific users	Yes	No
Page type	Page with tabs Page without tabs	Page with tabs Page without tabs
Portlet layout	2-column templates 3-column templates	2-column templates 3-column templates Row layout

More information:

By Example: Dashboards

How to Set Up a Dashboard

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