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Project Dashboard Widgets (Beta)

Turn on Lab | Setup | Resize / Reposition Widgets | Edit Access to Widget | Add New Widgets | Resources

The Project Dashboard provides a number of project-related navigation and data-display widgets that can be customized by security group. The board allows your team to select the desired widgets and place them in a grid that best fits your team's needs.

NOTE: System Settings are no longer in the More drop-down. Instead, click the gear icon when hovering over a widget for more options (if available).

The default layout resembles the current static project dashboard.

As this is a beta feature at this time, your feedback is greatly appreciated. Please send feedback to Support@Workamajig.com.

VIDEO: SETUP PROJECT DASHBOARD

NOTE: Currently, only full Administrators can access the Edit Dashboard option. We are looking to expand the security access for this. Until then, please continue to send your feedback to support@workamajig.com.

Turn on Lab

System | Individual

System Wide

Menu > Admin/Manager > System Setup > Account Information > Workamajig Labs > Enable: New Project Dashboards

The above will turn on this feature for all users. When you logout/in, each project will now display the Project Dashboard widgets.

If you no longer want to test the Lab, from the same system setup screen, click Disable.

ProjDash_WMJLab.png

Individual User

NOTE: In order to enable this for yourself, you either need to be an Administrator or have the security right "Allow a person to enable labs just for themselves".

From your user profile, click on More > Manage My Labs.

From the My Labs screen, click Enable next to New Project Dashboard (BETA).

Setup

Here is what the new Project Dashboard and Widgets may look like by default.

ProjDash_MainDash.png

From any project dashboard screen, click ..More > Edit Dashboard to place the dashboard into Edit mode.

ProjDash_moreEdit.png

While in Edit Mode, the following functions can be performed.

Resize / Reposition Widgets

Click and Drag the title bar to reposition the widget location.

Click and drag the resizing handle in the bottom right corner to adjust the height and width of the widget.

ProjDash_RepositionWidget.gif

Edit Access to Widget

Click on the pencil icon located in the widget label to edit the Visible To settings.

ProjDash_EditMode.png
ProjDash_EditWidget.png

Add New Widgets

From the top of the Project Dashboard, click Edit Dashboard, and then click Add Widgets.

A list of available Widgets and Graphs will be displayed.

  • Widgets are the equivalent of Dashboard Sections.
  • Graphs work the same as all other Graphs, but are pre-filtered for the Project you are viewing (you may need to close and reopen the project for the proper data to appear).

Click on the Name to add it to the Dashboard.

NOTES:

  • New Widgets and Graphs will be added to the bottom of the Dashboard. From there, they can be resized and repositioned.
  • New Graphs will first open a panel to set the layout and options before being added to the Dashboard.
ProjDash_AddWidget.png

Save Changes

Once you have set up the location and access of the widgets, click DONE at the top of the page to return to the Project Dashboard "view" mode.

ProjDash_SaveChanges.gif

Resources

Eventually, the following guide will be updated with this information once no longer in beta. For more detailed info on the data within each Widget, please refer to the Dashboard sections of this guide.

Project dashboard [in-depth guide]

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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