Adding a Dashboard Item - Portfolio Pull-Up
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 Portfolio Pull-Up as option.
3. Add the Title of the Dashboard Tile item. Only 100 characters are allowed for the tile name.
4. Select the ‘Section’ to which the Dashboard Item will be displayed.
5. Select the ‘Type’ from the drop-down list as shown in the image below.
6. Select the ‘Pull Up Type’ from the dropdown list as seen in the image below.
7. Add a brief ‘Description’ of the Item. Only 250 characters are allowed for the Description.
8. Select a Portfolio and a portfolio tile Item where you want to display Project Data. Then click the Add Portfolio 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.
9. Once all the pre-requisite data has been accomplished, click the ‘Add Item’ button.
