FAQCategory: ReportsHow do I create a dashboard file?

How do I create a dashboard file?

1 Answers

Before creating a Dashboard, you need to make sure that your projects are uniform:

  1. Resources shared across multiple projects must be identical in all projects (Name, Calendar, Max. Units, Std. RateCost / Use,**** etc.) in order to be correctly aggregated.
  2. All included projects must have the same calendar options.
  3. Work must be entered in the same unit type in all projects (and selected as Work Unit in the New Dashboard dialog).
  4. All projects should have the same currency (and selected as dashboard Currency in the New Dashboard dialog). If a different currency is selected, no conversion will be performed.

Go to menu Report – Dashboard – Select the desired settings – click Save.

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