Create a New Dashboard

This page walks you through creating a new dashboard and adding widgets.

ON THIS PAGE YOU WILL FIND:

ON THIS PAGE YOU WILL FIND:
1 CREATE A DASHBOARD 2 ADDING A DATABOARD TO YOUR DASHBOARD 3 ADDING AN IFRAME TO YOUR DASHBOARD

CREATE A DASHBOARD

Go to the dashboards module > click the hamburger menu in the top right corner > then select create a new dashboard

In the pop-up follow the prompts to give your dashboard:

a Name & Layout settings and

to add or remove access for users or user groups* (if you have the relevant permissions)

Select the widget(s) you want to add from the widgets menu by dragging them into the dashboard

NOTE: that WorkBook Intelligence widgets will only be available to WI subscribers.

ADDING A DATABOARD TO YOUR DASHBOARD

Once you have selected the databoard widget > click in the dropdown > select the databoard from the list

NOTE: a system administrator must have granted you access to the databoard.

ADDING AN IFRAME TO YOUR DASHBOARD

Once you have selected the iFrame widget > enter the URL to your iFrame.
Permissions to access the content of the iFrame are controlled at the source system. For example, if I am embedding a PowerBI visual, the PowerBI access settings will control access.

Adding iFrames is a powerful way to house WorkBook-related content all within the same system. Use case examples include incorporating BI from standard BI tools (such as PowerBI), embedding forms (E.g. Microsoft forms) used for WorkBook-related data, such as new client & vendor requests, or internal ticketing requests.

Deltek WorkBook

Create a New Dashboard

CREATE A DASHBOARD

ADDING A DATABOARD TO YOUR DASHBOARD

ADDING AN IFRAME TO YOUR DASHBOARD

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