Targetprocess: Create Dashboards

Audience: Administrators, Release Train Engineers, Product Managers

A Dashboard is a collection of Views and Reports presented together. You can build Dashboards in Targetprocess and add items to display combinations of data you find useful. Learn more about Dashboard use cases and see examples.

Creating Dashboards

1. Select the Create button at the bottom of the left side navigation.
2. Select Dashboard. 
   
3. Name your dashboard. 
   • The title should contain keywords to help you and others both find and understand the information contained in your dashboard.
     
4. Select the Setup tab. 
5. Define the Portfolio and Team(s) that will appear in the Dashboard.
   
   • These selections allow you to pre-set filtering for the views and reports you add to the dashboard.
     

Adding Views and Reports to the Dashboard

1. Select the Widgets tab.
2. Choose the Views (titled as Lists) and Reports you want to view on the dashboard.
   
   • If you want to add Lists (views), Roadmaps, or Reports that are already built in Targetprocess, look for the desired option and choose an existing object.
     

Configuring Access

1. Select the Access tab to open the sharing options. There are three options: Private, Public, and Custom. 
   • Private (default): Only you as the Dashboard owner can see the Dashboard.
   • Public (DO NOT USE): Everyone can see this Dashboard in the left navigation menu.
     • Note: If you believe all users would benefit from a Dashboard you create and wish to make it Public, reach out to the Targetprocess team for further discussion.
   • Custom sharing: Allows you to share the Dashboard with groups of people assigned to Portfolios and Teams or with specific users.
     
2. Use the checkboxes to select which Portfolios, Teams, and/or users you would like to have access to your Dashboard.