User Management

Personalizing project, program and portfolio dashboards

Dashboards are summary pages where you can see different reports and lists in one page.Each user can personalise the dashboard on the following locations:

  • My Home
  • Project Summary tab
  • Portfolio Summary tab

To make it customised according to your needs, open the right side menu when you are on one of the above pages. Below we demonstrate how to do it with the portfolio summary tab.

Click on the “Configure Summary Tab” and select the reports that you want to see on the summary page. Click “Save” when ready. From now on, you will only see the selected report on the portfolio summary tab.