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:
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
|Rank||The 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
|Name||The name of the dashboard template.|
The name of the user who created the dashboard template.
|Group||The 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.
|State||The 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
|Version||The version number of the dashboard template. The default version number for a new|
template is 0.
|Actions||This 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:
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