How do I create or clone/edit a dashboard? - Intergraph Smart Materials - 10.2 - Help - Hexagon

To create a new Dashboard, perform the following steps:

1. On the Home page, click Dashboard, and then click Create.

2. Enter the Dashboard Name and Description.

3. Select the Layout.

   By default, the application uses a 4 columns layout.

4. Select the Widgets that you want to display on the Dashboard from the left pane of the pop-up and click Save.

   The newly created dashboard will now appear in the Hamburger Menu (left navigation pane) under Dashboard.

   

   • You can click on any widget, and it navigates to the respective module of Smart Materials like Site, Requisition and so on.

   • Widgets have three types of color coding based on Upper Threshold Value. For more information refer to How do I create a new widget?

To clone an existing Dashboard, perform the following steps:

1. On the Dashboard Homepage, click Clone ().

2. Enter the new Dashboard Name, and then click Save.

   

   • By default, the application names the new dashboard similar to the one getting cloned, followed by _COPY. For example, Clusters_COPY.

   • You can also modify the layout and widgets while cloning.

To edit an existing Dashboard, perform the following steps:

1. On the Dashboard Homepage, click Edit.

2. Perform the required changes and click Save.

• You can delete a dashboard using Delete () icon on the Dashboard Home page.

• You can view the existing Dashboards Name in the Hamburger (left pane) menu.

• To search something within the selected dashboard based on widget description, use Search.

• You can filter dashboards, module wise by using the Filter option.