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Oracle Primavera P6 Version 8: Project and Portfolio Management by Daniel L. Williams PhD, Elaine Britt Krazer

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Customizing a dashboard

To customize or alter a dashboard, click on the Customize link at the top-right section of the dashboard. A pop-up window of selections will appear as shown in the following screenshot. (Your screen may have each grey area expanded to show selections). Three tabs are featured: Content, Layout, and Access. By default, up to 12 portlets may be displayed in a dashboard. Note that this limit can be changed by your system administrator.

Customizing a dashboard

Tip

When customizing a dashboard, be sure to save often! Otherwise, your dashboard customizations could be lost.

Content tab

The Content tab contains six sections:

  • General
  • Portfolio Views
  • Project Performance ...

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