1 Reply Latest reply on May 15, 2013 8:15 AM by researchscholar007

    How do I customize dashboard items for contract management

    Terry Marsh Novice

      To simplify things for my users, I would like to be able to customize these two items on the dashboard.  Does anyone have any idea how to remove specific items from the list.  For example on the Create list under common actions I only want users to see Contract Workspace and Contract Request.  Similarly I only want people to be able to search workspaces and projects.

       

      common actions.JPGSearch.JPG

        • Re: How do I customize dashboard items for contract management
          researchscholar007 Master

          Hi Terry,

          If you ar Ariba customer, please refer the product documentation ( Help --> Product documentation)

          Refer -->Ariba Getting Started User Guide.pdf --> customising th dashboard section--> Page 13 to 18

          I am providing a copy-paste of the document for your ready refeence.

           

           

           

           

           

           

           

           

           

           

          Customizing the Dashboard
          The content you can add to your dashboard varies depending on the Ariba Spend Management solutions
          your company has purchased and on your assigned user groups. The following table describes all of the
          content items that are available for Ariba Procurement and Invoicing Solutions. For information on content
          items available for Ariba Strategic Sourcing and Contract Management Solutions, see the documentation for
          those solutions.
          Type of Content Content Items and Descriptions
          Reports • Chart/Table—Displays a report chart or table; clicking the chart or table opens the report from
          the dashboard.
          • Folder—Displays a report folder. Clicking the folder allows you to run any report in the folder
          from the dashboard.
          • Summarized View—Displays a summarized view of a report.
          Common • Calendar—Displays a calendar of the current month and lists all of your tasks that are overdue,
          due in the current week, need review, or are submitted for review, as well as all tasks with alerts.
          Clicking a task on the list opens it from the dashboard.
          Buyer • Saved Search—Displays the results of the saved search you select.
          Customizing the Dashboard Chapter 1 Getting Started
          14 Ariba Procurement Getting Started User Guide
          Some dashboard templates limit the types of content you can add to specific tabs.
          Adding Content to the Current DashboardTab
           To add content items to the current dashboard tab:
          1 Click Configure Tabs and choose Add Content.
          2 In the Add Content menu, drag and drop an item to any location on the dashboard tab, or click the item to
          add it to the right column of the tab. For some types of content, you must perform additional steps:
          • For Chart/Table, navigate to the report, click it, and choose Table to add the report to the tab in table
          form, or choose a chart type to add the report to the tab in chart form.
          • For Summarized View, navigate to the report you want to summarize and create the view you want to
          display. See topic Running Analytical Reports: Creating Summarized Views for more information on
          creating summarized views of reports.
          • For Folder, navigate to the folder and click Select.
          • For Saved Search, click Select next to the saved search you want to add to the dashboard.
          • For RSS, enter the URL and title of the RSS feed you want to add to the dashboard. Each RSS feed
          appears as a different content item.
          3 Click Done on the Add Content menu when you are finished adding content items to the dashboard.
          To remove a content item from the current dashboard tab, click the X in its title bar.
          Customizing Saved Search Content Items
          If you add a saved search to the dashboard, you can do the following:
          • Choose which columns to show or hide
          • Group information by field (column)
          • Export the data to Excel
          • Change which saved search is displayed in the content item
          General • News—Displays the News content item, which your administrator configures to display news
          or announcements from your company.
          • RSS—Displays the specified Rich Site Summary (RSS) feed.
          • To Do—Lists open tasks on which you must perform some action. Clicking a task on the list
          opens the task from the dashboard, while choosing View List > My Tasks opens the My Tasks
          page.
          • Search—Displays a content item where you can search for projects and documents by keyword,
          ID, and title, or open saved searches.
          • My Documents—Lists the documents and projects to which you have access, as well as your
          PersonalWorkspace folder. Clicking a document, project, or folder on the list opens it from the
          dashboard.
          Type of Content Content Items and Descriptions
          Ariba Procurement Getting Started User Guide 15
          Chapter 1 Getting Started Customizing the Dashboard
           To customize a saved search content item:
          1 Click the down arrow in the title bar of the content item to display a menu.
          2 Select the option you want.
          Editing Properties for the Current DashboardTab
          Properties include the title of the dashboard tab, the types of documents that are visible on the dashboard tab,
          and whether the dashboard tab is the primary tab for documents of a certain type. Ariba defines some tabs as
          primary tabs by default; for example, the Sourcing tab is the primary tab for event documents in the out of
          the box Ariba dashboard configuration.Your company’s dashboard templates might use different settings.
           To edit properties for the current dashboard tab:
          1 Click Configure Tabs and choose Edit Properties.
          2 To change the title of the dashboard tab, enter a new title in the Title text box.
          3 Click Display all document types on this tab if you want all document types to be visible on the dashboard
          tab, or click Restrict this tab for use with specific document types if you want to select the document types that
          will be visible on the dashboard tab.
          4 If you are restricting the tab for use with specific document types, specify the document types you want to
          be visible on the dashboard tab:
          • Select Display to make a document type visible on the dashboard tab.
          • Select Primary to make the current dashboard tab the main tab for documents of that type.
          5 Click OK to save your settings.
          Customizing the Dashboard Chapter 1 Getting Started
          16 Ariba Procurement Getting Started User Guide
          Adding New DashboardTabs
           To add a new dashboard tab:
          1 Click Configure Tabs and choose Add New Tab.
          2 Enter a title for the new dashboard tab in the Title text box.
          3 Click Display all document types on this tab if you want all document types to be visible on the dashboard
          tab, or click Restrict this tab for use with specific document types if you want to select the document types that
          will be visible on the dashboard tab.
          4 If you are restricting the tab for use with specific document types, specify the document types you want to
          be visible on the dashboard tab:
          • Select Display to make a document type visible on the dashboard tab.
          • Select Primary to make the current dashboard tab the main tab for documents of that type.
          5 Click OK.
          The new dashboard tab appears on the command bar, and the Add Content menu opens.
          For information on adding content items to new tabs, see “Adding Content to the Current Dashboard Tab” on
          page 14.
          Deleting DashboardTabs
           To delete a tab from the dashboard:
          1 Click the tab you want to delete.
          2 Click Configure Tabs and choose Delete Tab.
          3 If prompted, confirm that you want to delete the selected content.
          Rearranging Content Items on DashboardTabs
           To rearrange content items on a dashboard tab:
          Click the handle in the upper left-hand corner of a content item and drag it to a different location on the
          current tab, or drag it to a tab on the command bar to move it to that tab.
          Ariba Procurement Getting Started User Guide 17
          Chapter 1 Getting Started Managing Changes to DashboardTabs
          When you drag a content item on a tab, dotted guidelines show you where to drop it to move it to the right
          column, the left column, or an area that spans both columns.
          Managing Changes to DashboardTabs
          You can view the difference between your customized dashboard tabs and the default template and reset part
          or all of your dashboard tab set to the template settings. For more information on dashboard templates, see
          the Ariba Administration and Data Maintenance Fundamentals Guide.
          Comparing DashboardTabs toTemplate Settings
          The comparison between your current dashboard and the template settings displays the places where your
          current dashboard differs from the template. It does not list content items that are both in the template and on
          your current dashboard.
           To compare your dashboard tabs to template settings.
          1 Click Configure Tabs and choose Compare Your Tabs to Default Settings.
          2 Click a dashboard tab to compare it to the default template settings.
          3 To reset any part of your current dashboard to template settings, perform one of the following actions:
          • To reset specific content items to template settings, select them and click Reset.
          • To reset your entire dashboard tab set to template settings, click Reset All Dashboard Tabs and click Yes
          to confirm that you want to revert your entire dashboard. All of your dashboard customizations will be
          lost, including any new tabs you have added.
          4 Click Done.
          Table Display Options Chapter 1 Getting Started
          18 Ariba Procurement Getting Started User Guide
          ResettingYour Entire Dashboard toTemplate Settings
          When you reset your entire dashboard tab set to template settings, all of your dashboard customizations will
          be lost, including any new tabs you have added.
           To reset your dashboard to the template settings:
          1 Click Configure Tabs and choose Revert Tab Set to Default Settings.
          2 Click OK to confirm that you want to revert your entire dashboard.
          Table Display Options
          Lists of data, such as search results, are displayed in tables.You can use a combination of tools to display
          data in tables. The following table describes these tools.
          ExportingTable Rows to a File
          You can export rows of a table, such as search results, to a Microsoft Excel file. The following commands