Adding a Dashboard Item- Project Level (Benefits Tracking Tile Reporting)
1. In the newly created dashboard section the in the dashboard tab, click ‘+ Item’ and select ‘Tile’ from the drop-down menu.
2. In the ‘Data Management’ field, select Project Level as option.
3. Select Benefits Tracking as the ‘Tile Type' from the drop-down list.
4. Add a ‘Title’ to the Data Table item. The title is limited only to 100 characters.
5. Select the ‘Section’ to which the Dashboard Item will be displayed.
6. Select in the ‘Filter By’ field as to what data will be displayed. You can tick as many as you can. Data can be filtered by Projects, Programs, Portfolios, and Project Status.
7. Once ticked, you can choose the specific value where data will be filtered.
8. Select the Benefit Categories to include in the Tile Item from the dropdown list.
9. Select the Data Type to include in the Tile Item from the dropdown list.
10. Select the Benefit Sub-Categories to include in the Tile Item from the dropdown list.
11. Select ‘Weighting Filter’ option from the dropdown list for data in Benefit Items. Once selected, a dropdown list based on the selected Filter will be displayed to select specific values. Benefit Items can be filtered by weight in Project Departments or Project Categories.
12. Add a Criteria to test the output of the data if it met the standards being raised.
13. Add the Acceptable Band to display a target of the data that will be displayed once the tile item has been
generated.
14. Select the ‘Pull Up Type’ from the dropdown list as seen in the image below.
15. Select the Benefit Plan, Forecast, Actual from the dropdown list provided.
16. Add a brief Description limited to 250 characters for the tile item. Once all the pre-requisite data has been accomplished, click the ‘Add Item’ button.
