Your achievements

Level 1

0% to

Level 2

Tip /
Sign in

Sign in to Community

to gain points, level up, and earn exciting badges like the new
Bedrock Mission!

Learn more

View all

Sign in to view all badges

Custom Dashboard Tab On Specific Project

Avatar

Level 1
Is there a way to add a custom dashboard tab to a specific project for a specific group of users? Or does each user need to add it individually? We don't want the dashboard to be viewed on any other project or by anyone outside the specific group of users. Troy Wheeler DISH Network
0 Replies

Avatar

Level 10
I sort of have this question too – how to add a custom dashboard/report to a specific portfolio only. I don't see how to do that.

Avatar

Level 4
Unfortunately no. Currently, custom tabs can only be set through the layout template and they're not dynamic to change based upon project information, Portfolio etc. You could create a layout template and assign it to the specific group of users you mentioned, but those custom tabs would be consistent for any project they view .. Andrew Beard - LeapPoint Senior Associate LeapPoint Herndon VA

Avatar

Level 10
As Andrew stated, if you add the dashboard through the layout or through "Customize Tabs" at the user level, the dashboard is available on every project they go to (Or portfolio in Jill's case) However, I find it interesting that there is a specific dashboard that is helpful to one project that isn't helpful for other projects. I had a group that asked that once but when I told them I could set it up so that dashboard was on every project, they loved it. So now, except for calendar (since they don't do inherit the project's ID automatically in the filter), I create dashboards for various teams and either have a separate layout for them or show them how to add it manually via Customized Tabs. Anthony Imgrund FCB

Avatar

Level 10
Just as a point of information, the dashboard I want to limit by portfolio has to do with printing expenses, which doesn’t apply to digital projects.

Avatar

Level 7
I have this same request. I'd like the print-related projects to show print specification dashboard and not have it appear on digital projects. These types of projects are determined by the template chosen. I found an idea request on the exchange that speaks to this issue: https://experience.workfront.com/s/idea/0870z0000004W0aAAE/detail Leah Janz Metro Transit

Avatar

Level 10
Upvoted...that would be very cool if Template, Portfolio, or other conditions could set-up different layout templates. Kevin Quosig