Review the Prerequisites

How to Create, Configure, and Manage a Dashboard › Review the Prerequisites

Review the Prerequisites

These prerequisites are necessary to create, configure, and manage a dashboard:

Global Access Rights Assigned. Your CA Clarity PPM administrator assigns you these required global access rights to work with dashboards and portlets.

Access Right	Description
Dashboard - Create	Allows you to create a dashboard.
Dashboard - Navigate	Provides access to the Dashboards link in the Personal menu.
Portlet - Create	Allows you to create a portlet.
Portlet - Navigate	Provide access to the Portlets link in the Personal menu.

Access Rights to the Dashboard Information. You must also 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, must also have 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 separately have the Dashboard - Navigate right assigned to them so that the Dashboard option appears in the Personal menu.