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My Dashboard Definition allows the customization of pre-defined filters that are used in various client and project management dashboards and modules. Dashboards defined as "My" typically display clients or projects that are assigned to a specific AE or Manager. This can be expanded by defining the data that is displayed in the dashboards and modules based on the options available within this application.
The dashboards and modules that use the definitions are broken down into two main categories; Finance and Accounting and Project Management and each have their own definition options.
My Dashboard Definition grants 'other' employees to access client related and/or project management related dashboards that typically could only be viewed by the Account Executive or Traffic Manager/assigned employee.
From the Main Menu select Maintenance. Expand the General Maintenance section and select My Dashboard Definition to display the My Dashboard Definition Maintenance application.
Select the Dashboard Type. Options available are Finance and Accounting or Project Management.
Changes made to My Dashboard Definitions are automatically saved.
The dashboards below can be defined to filter and display related client data based on management levels assigned in AE/Client Manager Maintenance. Select which levels to include. As an example, My AR Cash Forecast can be setup to display clients for the Account Executives and Directors assigned in AE/Client Manager but exclude Business Managers or other levels you may define. The default setting is Account Executive.
AR Cash Forecast (My)
Client Aging (My)
Direct Expense Alert (My)
Gross Income (My)
Service Fees (My)
Account Executive - Employee defined as an Account Executive for a Client within Advantage | Maintenance | Client | AE/Client Manager Maintenance - Management Level.
Director - Employee defined as a Director for a Client within Advantage | Maintenance | Client | AE/Client Manager Maintenance - Management Level. This is a default user defined level that can be deleted or de-activated. Add your own levels as needed.
Business Manager - Employee defined as a Business Manager for a client within Advantage | Maintenance | Client | AE/Client Manager Maintenance - Management Level. This is a default user defined level that can be deleted or de-activated. Add your own levels as needed.
The dashboards and modules below can be defined to filter and display related client and project data based on management levels assigned in AE/Client Manager Maintenance, the related Alert Group, Project Schedule Assignments, Traffic Manager, and Task Assignees. Select which levels and groups to include. As an example, QvA (My) can be setup to display job components for the Account Executives, Project Manager, and Project Schedule Assignees.
Assignments & Alerts Manager (All Assignments)
CRM Central Only Account Executive, Director and Business Manager options are available.
Projects (My)
QvA (My)
Project Viewpoint (My Projects)
Account Executive - Employee defined as an Account Executive for a Client within Advantage | Maintenance | Client | AE/Client Manager Maintenance - Management Level.
Director - Employee defined as a Director for a Client within Advantage | Maintenance | Client | AE/Client Manager Maintenance - Management Level. This is a default user defined level that can be deleted or de-activated. Add your own levels as needed.
Business Manager - Employee defined as a Business Manager for a client within Advantage | Maintenance | Client | AE/Client Manager Maintenance - Management Level. This is a default user defined level that can be deleted or de-activated. Add your own levels as needed.
Alert Group - Employees included in an 'Alert Group' within Advantage | Maintenance | Project Management - Alert Group maintenance application for the related job component.
Schedule Assignments - Employees assigned to a Project Schedule in the 'Assignments' section in Project Schedule application for the related job component.
Manager - Employee defined as the Manager Defined in the 'Assignments' section in Project Schedule application as the designated Manager for the related job component.
Task Assignees - Employees assigned to Tasks in the 'Project Schedule' application for the related job component.
Click on the x on My Dashboard Definition Maintenance to exit the maintenance application.
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