The dashboard area is where you can find pre-built visualizations and easily access different dashboard tabs, data views, and workbooks relevant to your role in the program. You can also create a personal dashboard with all the data you wish to see upon login. The following is an overview of how you can make the most out of your Dashboard experience.
Across the top of your dashboard, you will have a series of tabs configured based on your role in your program, including details on program-specific areas such as your initiatives, approvals needed and Help & Guides.
To assist with reading pivot views and stacked charts on your dashboard, you can click on the color legend icon in the upper right of the section.
Access workbooks directly by clicking on the title links.
Alternatively, workbooks that may not be on your dashboard can be opened by clicking on the folder icon in the upper left corner and selecting the workbook you want to open.
Search your initiatives (or milestones, activities, or actions) by clicking on the search icon in the upper right corner and entering your search terms.