Managing Dashboard Templates

For Sourcing, Contract Management, and Spend Visibility

 

The dashboard for new users is created from a dashboard template, which determines the dashboard tabs, content items, and layout of the dashboard.
Following is an example of a typical dashboard:

 

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The default configuration includes a default dashboard template, and all  user dashboards are initially based on this template. Users can customize their own dashboards. Members of  the Customer Administrator group and the Customer Dashboard Administrator group can use the Dashboard  Templates task in the Dashboard Manager workspace to modify the default dashboard template and create  new dashboard templates.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Dashboard Template Rankings


Each dashboard template has an associated rank. New users get the dashboard template with the highest rank. Rank determines which dashboard template a new user gets when:
• A template is associated with the user’s group and the user belongs to multiple groups
• More than one dashboard template is associated with the same group

 

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ColumnDescription
RankThe dashboard template’s rank. New users get the dashboard template with the
highest rank. Rank determines which dashboard template a new user gets when
a template is associated with the user’s group and the user belongs to multiple
groups, and when more than one dashboard template is associated with the
same group.
NameThe name of the dashboard template.
Creator

The name of the user who created the dashboard template.

GroupThe user group associated with the dashboard template or None (which indicates no
group association). When a new user belongs to a group that has an associated
dashboard template, the user’s dashboard is created from that dashboard template.
StateThe state of the dashboard template. The possible states are:
Published — the template is available to users at your site
Editing — the template creator is editing the template
VersionThe version number of the dashboard template. The default version number for a new
template is 0.
ActionsThis column contains the buttons you use to perform actions on dashboard templates:
Configure — Lets you add content to and edit properties for the current
dashboard tab, add new dashboard tabs, compare your dashboard template to
the default settings, and revert your dashboard template to the default settings.
Delete — Deletes the dashboard template.
Publish — Publishes the dashboard template. The Publish button is available
only when the dashboard template is in the Editing state.

 

The Dashboard Templates page also contains the following buttons:
New Template — Creates a new dashboard template.
Update Rank — Updates dashboard template rankings.

 

Link to part two of this post below:

 

Managing Dashboard Templates Part 2

                                                                                 

 

This has been another Knowledge Nugget post brought to you by Beverly Dunn.

For more information or details please feel free to contact me!