Dashboards help you to present your project data in a manner that visually tracks, analyses, and displays key performance indicators (KPI), metrics, as well as key data points, allowing you to monitor the current state of your projects. It is a collection of widgets that present data in a way that gives you an overview of important KPIs.

You can create your own custom dashboards in Rocketlane by adding widgets namely charts and cards.

TABLE OF CONTENTS

• How to Create a New Dashboard?
• Adding Charts to a Dashboard
• Adding Tables to your Dashboards
  • Adding a Table from a Custom Report
• Adding a New Tabular Report
• Select a Data Source:Choose the primary source for the table. Your options include:
• Adding a New Pivot Report
• Select a Data Source:Choose the primary source for the table. Your options include:

How to Create a New Dashboard?

• Click on the New dashboard button from the top right corner of the screen.
  
• After naming your dashboard, set its visibility to either private (only visible to you) or for everyone. Once you click Create, the dashboard will be added to your My saved dashboards list, where it will always be visible to you, regardless of whether it is private or shared.
  
  
  
  
  
• Click on 'Add new widget' to select from a range of default and custom widgets namely cards and charts and tables to add to your dashboard.
  
  
  
  
  
  
  
• Proceed to select what you would like to add to the dashboard.

Note: Adding a section creates a titled area that helps you organize and separate your charts and cards on the dashboard.

Adding Charts to a Dashboard

Here's how to create and configure a new chart:

1. Name Your Chart: Give your chart a clear, descriptive name.
2. Choose a Data Source: Select the primary source for your chart's data. You can choose from the following options:
   • Projects
   • Tasks
   • People
   • Accounts
   • Roles
   • Time Tracking

Note: You can customise charts and cards by applying filters for the values to be displayed. This will help you to customise the widgets based on your requirements.

Adding Tables to your Dashboards

A table widget displays your data in a list or pivot table format. You can either import an existing custom report or create a new table directly on your dashboard.

Note: To add tables to the dashboard, you must be subscribed to the Enterprise plan.

Adding a Table from a Custom Report

If you have already created a custom report, you can easily add it as a table to your dashboard:

1. Select the custom report from the list of your saved reports in the dialog box.
2. Click Add to Dashboard.

Adding a New Tabular Report

• Select a Data Source:Choose the primary source for the table. Your options include:

  • Projects
  • Tasks
  • People
  • Accounts
  • Roles
  • Time Tracking
• Select Columns: Choose the fields you want to display as columns in your table.
• Add a Formula Field (Optional): You can create a new formula field to perform calculations on your data. To do so:
  • Click the Add Fields > New Formula Field button.
  • Select fields related to your chosen data source to use as variables.
  • Name your new field and type in the formula.
  • To learn more about formula fields, refer this article
• Once all columns are added, click save.

Adding a New Pivot Report

Select a Data Source:Choose the primary source for the table. Your options include:

• Projects
• Tasks
• People
• Accounts
• Roles
• Time Tracking

Select Columns: Choose the fields you want to display as columns in your table.

Select Rows: Choose the fields you want to display as rows in your table.

Select Values: Choose the fields you want to display as the values in your pivot table

Once all columns are added, click add.

Saving views

Saved views enable you to work with the same tailored dashboard utilizing different filter sets (for example, to observe various segments or thresholds) without needing to recreate the dashboard from the beginning. 

Save a view from a dashboard

1. Choose your dashboard: Open the dashboard for which you wish to set up a view.
2. Set your filter: Click on Filter and enter your filter criteria. For instance: "Allocated hours exceed 2h."
3. Click the Save button located next to the filter settings.
4. Give a meaningful name (for example, Allocated hours > 2h) and proceed.
5. Determine who can access the saved view: During the saving process, choose Make this view available for:
   1. Only me: The view stays private to you.
   2. Specific team members: Select individual team members or a group that should have access.
   3. All team members: The view is open to everyone in the workspace (depending on their dashboard access rights).

Open a saved view later

After saving:

1. Click Default views.
2. Select your saved view to apply it instantly whenever you want to revisit that filtered report.

Note: