Deltek Vantagepoint Dashboards Series: Creating a Dashboard

Overview
Glossary

Overview

Course Details

This learning video explains how to design and create dashboards for personal use and for sharing with other users.

Duration: 25 minutes

Course Objectives

Explain dashboard security
Recall the steps in building a new dashboard, adding dashparts from the Dashpart Library, and sharing dashboards by role or user

Instructor

JC Barnhart
Deltek Vantagepoint SME
and Principal Instructor

Glossary

Security - Dashboards and Dashparts	This setting controls the role's ability to create and edit dashboards and dashparts. Select one of the following options: Save For All Roles: The role can save and edit dashboards and dashparts. None: The role cannot save or edit dashboards or dashparts
Dashboards	Use the Dashboard form to view business information, create and modify dashboards with dashparts, and assign user access to each dashboard to fit your needs. Your personalized Dashboard brings together all of the Vantagepoint information and tools that you rely on most. Dashboard content is divided into individual dashparts that can be easily managed. A dashpart is a chart or table that provides visual indicators of your project's key information, enabling you to track how your project is trending and identify any areas that might need attention. Dashparts provide access to specific hub records, company data, and activities. The standard dashparts include My Activities, a Pipeline chart, and an Upcoming Milestones chart. In addition to these standard dashparts, your administrator can create and edit other pre-defined dashparts and dashboards.
Dashboard List	This section displays the available dashboards in the Navigation pane: My Dashboards: This section displays all dashboards that you can view based on your access rights. All Dashboards: This section displays all dashboards while in edit mode if you have the appropriate access rights to use the Edit Mode option.
Import/Export	Click this option to display the Import/Export Dashparts dialog box. Use the dialog box to import an existing dashpart file with the .DPT file format and add it to the Dashpart Library, or export an existing dashpart from the Dashpart Library as a .DPT file. The same dashparts requirements are applied to successfully import dashparts. Appropriate access rights and the corresponding Vantagepoint modules needs to be enabled to successfully import the dashpart you are trying to import. Newly imported dashparts are displayed in the Dashpart Library with a slightly darker row color for 48 hours to differentiate it from other dashparts.
Dashpart Library	Click this option to display the Dashpart Library pane, where all available dashparts are listed and organized based on currently used dashparts in the dashboard you are editing under Used Dashparts, and other available dashparts under Available Dashparts. You can expand or collapse these lists by using the expand and collapse arrows at the right side. The following icons represent dashpart types in the Dashpart Library: System Dashpart Chart Dashpart Table Dashpart Favorite Report Dashpart Vantagepoint Intelligence Web URL Link Memo Dashpart KPI Dashpart Drag-and-drop a dashpart from the Dashpart Library pane to the dashboard area to add that dashpart to the bottom of the dashboard. Click and drag dashparts in the dashboard area to change the position and layout of dashparts on a dashboard. When you import dashparts, the newly imported dashparts are displayed in the Dashpart Library with a slightly darker row color for 48 hours to make it easier to differentiate from other existing dashparts.
Dashpart Designer	Use the Dashpart Designer form to modify existing dashparts or to configure new dashparts. The Dashpart Designer form displays when you edit a dashpart while the Edit Mode option is enabled in the Dashboard form. To return to the Dashboard form while you are working on the Dashpart Designer form, click on the left side of the Dashpart Designer form label.
Dashpart Base	Select the base to use as a reference for the dashpart that you want to create. Once you select the base, you cannot change it. Possible options are: Project Project Detail Account Account Detail Employee Favorite Report Vantagepoint Intelligence Web URL Link
Dashpart Type	Select one of the following options to create the corresponding dashpart type: Table Chart You can switch between these two dashpart types. When you change the dashpart type, the Dashpart Designer updates the dashpart based on the type. Therefore, some customization may be lost. To keep the customization for a dashpart, create a copy of that dashpart and change the type in the copy, so that you do not affect the dashpart type and any customization specified in the original dashpart. Whether or not this field is displayed depends on the dashpart base type that you select.

Resources

Click on the links below to download the files.

Guided Practice	The Acumen Fuse Boot Camp Series Part 1: Quick Start - Guided Practice that contains the steps to the activities you can replicate on your own copy of Acumen Fuse or with the Deltek Learning Lab.
Acumen Fuse Boot Camp Series Sample File	A zip file of sample projects used in this course that you can download and import into your own copy of Acumen Fuse for practice.