Accessing Dashboards

The dashboards can be easily accessed by clicking directly on the Three line main menu. 

The name of the current dashboard is displayed in the highlighted form header bar. (Project Insight is the  name of this dashboard).

To access other dashboards,

• Hover on the Three line main menu option,
• Hover on the Dashboard sub-menu option and a list of any additional dashboards (created by you or created by others and shared with you), will be listed.
• Click on one to display it. The name of the selected dashboard is displayed in the highlighted form header bar.

Any dashboard can be set as the main form displayed when you log in. See Favorites for more information on that.

Dashboard Layout

• Choose the option to change the way the content is displayed on your dashboard. There are twelve different layout options to choose from, it will look like this:

  

• Click on the layout
• Click 

Any components on the dashboard will be re-arranged to reflect the new layout.