How do I create a dashboard file?
1 Answers
Before creating a Dashboard, you need to make sure that your projects are uniform:
- Resources shared across multiple projects must be identical in all projects (Name, Calendar, Max. Units, Std. Rate, Cost / Use,**** etc.) in order to be correctly aggregated.
- All included projects must have the same calendar options.
- Work must be entered in the same unit type in all projects (and selected as Work Unit in the New Dashboard dialog).
- All projects should have the same currency (and selected as dashboard Currency in the New Dashboard dialog). If a different currency is selected, no conversion will be performed.
Go to menu Report – Dashboard – Select the desired settings – click Save.