Our Custom Dashboards are designed to allow you to customise multiple dashboards at the Project and Program level, helping you improve your capital program performance with real-time decision making.
Let's get started on customising your dashboard! Check out the instructions below.
Getting Started with Custom Dashboard
Customising your Dashboard- Dashboard Settings, Rename Dashboard, or Delete Dashboard
- Different Dashboard Views
- Downloading a PDF of your Dashboard
Getting Started with Custom Dashboards
Creating a Custom Dashboard
Step 1: Look for the green Create Dashboard button located at the top left-hand corner of the screen. Click on it to initiate the process of creating your custom dashboard.
Step 2: If no Custom Dashboard exists yet within the project or program, find the blue Create Recommended Dashboard button positioned in the middle of the screen. Click on it to proceed with creating a Dashboard using Mastt-designed Templates.
Step 3: After clicking the green Create Dashboard button, you'll be prompted to name your Dashboard.
Step 4: Choose a template and select from Mastt-designed Templates, Template defined by your Organisation or choose Empty if you want to start from scratch.
If you want to create a Dashboard template for your Organisation, contact your Mastt CSM!
Customising your Dashboard
Adding Tiles
Step 1: To customise your project or program dashboard, click the + Add Tiles button. This action will open the tile selector.
Step 2: From the tile selector, choose the tile you want to add by clicking the + Add Tile button next to it.
Step 3: After adding the desired tiles, click the X button located at the top right-hand corner to return to your dashboard.
Step 4: You can add the same tile multiple times, allowing you to tailor your dashboard to your specific needs.
You can see all the different tiles available at the Project and Program level in our "What Dashboard Tiles are Available?" support article.
Editing Tiles
Step 1: Hover over the tile you wish to edit. Click on the three vertical dots located at the top right-hand corner of the tile.
Step 2: Select from the available edit options in the menu based on the type of tile.
Step 3: Once in the editing mode, customise the text, add tables or images, and select the information displayed on the tile. For instance, you can specify which phases the schedule tile displays or set the range of the Cash Flow chart. Update the Health of your Project as needed.
For more detailed guidance, refer to our support article that covers all available tile options. You can access it here.
Moving and Resizing Tiles
Step 1: Select the tile you want to reposition. Drag and drop it to the location you prefer on the dashboard.
Step 2: Click on the edge of the tile. Adjust the size as needed by dragging the edge to resize it.
Removing Tiles
Step 1: Hover over the tile you wish to delete. Click on the three vertical dots icon located on the tile.
Step 2: From the menu, select Remove Tile to delete the tile from the dashboard.
Saving your Dashboards
Step 1: Review the customisation you made.
Step 2: Click on the Save button to ensure your customisations are preserved.
Other Dashboard Features
Dashboard Settings, Rename Dashboard, and Delete Dashboard
Step 1: Navigate to the top right-hand corner of the dashboard.
Step 2: Click on the three vertical dots icon to access the dashboard settings.
Step 3: From the options menu, you can adjust from Settings, Rename Dashboard or Delete dashboard if needed.
Different Dashboard Views
This feature is located in the right-hand corner of your dashboard.
Drag & Resize:
- This allows you to move, edit, and resize the tiles on your dashboard.
Presentation:
- You can lock the arrangement of your saved tiles in place for presentations.
Print Preview:
- After customising your dashboard, you can print it across multiple pages or as a PDF.
WARNING: Your dashboard won't save until you press SAVE.
Downloading a PDF of your Dashboard
Step 1: To access the print preview feature, simply click on it. It will display a dotted outline around the page margins, helping you design and plan your dashboards effectively.
Step 2: Once saved, select the Download button.