Widget is an element that displays reporting data on a dashboard using one of the predefined visualization types. Set of widgets on a dashboard is managed by a user. Users are able to make widget adjustments like changing position, size and appearance.
To add a widget to a dashboard:
To remove a widget from a dashboard:
To change position of a widget on a dashboard:
To change widget size:
Widgets may have additional properties which can be changed by a user. These properties are available for editing only if a dashboard is in edit mode. There are two kinds of these properties, we call them Settings and Parameters.
To access Settings or Parameters:
Widget settings allow to change widget's look and feel by changing its title, font size, font color, layout, etc.
Parameters allow to change, filter or transform data displayed in a widget.
To save a pre-configured widget:
1. Open dashboard in edit mode.
2. Click button.
3. In the opened window define the Title for new widget, change description if needed and choose the Category to which it will be saved.
Please note, that widget can only be saved to the same dashboard type. E.g. If you have configured a Tasks by Status widget in Portfolio tab, you cannot save it to any other tab - Project, Resource Pool etc.
Please note, that this feature at the time is only available for EPM Pulse for Project Online. Also, it is only available for users with Admin role in EPM Pulse.