Adding a Dashboard Item - Project Level (Custom Tile Reporting)
1. In the newly created dashboard section in the dashboard tab, click ‘+ Item’ and select ‘Tile’ from the drop-down menu.
2. In the ‘Data Management’ field, select Project Level as an option.
3. Select Custom as the ‘Tile Type' from the drop-down list.
4. Add the Title of the Dashboard Tile item. Only 100 characters are allowed for the tile name.
5. Select the ‘Section’ to which the Dashboard Item will be displayed.
6. Select the ‘Type’ from the drop-down list as shown in the image below.
7. Select the ‘Pull Up Type’ from the dropdown list as seen in the image below.
8. Add a brief ‘Description’ of the Item. Only 250 characters are allowed for the Description.
9. Select a Project and a project tile Item where you want to display Project Data. Then click the Add Project Item button. You will see the list of Tile Items, as well as the Target/ Forecast/ Actual values for each period in the Periods of Item table.
10. Once all the pre-requisite data has been accomplished, click the ‘Add Item’ button.
