Dashboard Overview

Dashboards is a domain-level application that uses data feeds to present a variety of visuals, from charts to count tiles to lists. The primary purpose of a dashboard is to present information in a variety of formats that will allow a user to make decisions around actions that may need to be taken, such as responding to overdue items. Dashboard definitions support Kahua’s inheritance model as a user navigates from project to project, so that a single dashboard definition can be used on multiple projects. Dashboards can be created for personal use or shared with groups in the domain.

Create/Edit/Delete a Dashboard

A dashboard is a collection of widgets that are viewed on a single named page. Kahua supports creating one to many dashboards.

Although dashboards are global, the data loaded in a dashboard instance is based on the current partition. If child partitions are included in one or more widgets, then the data for those widgets looks at the current partition and all partitions below.

Authorized users can create dashboards for themselves or share dashboards with a group.

Create a Dashboard

1. Click the Dashboard Selector and select Add Dashboard.
2. In the General tab, provide a Name for your Dashboard (e.g., Project Progress).
3. To share your dashboard with a group, select the Share tab, toggle Share to enabled, and select the groups that can access your dashboard.
4. Save your changes.

Delete a Dashboard

1. Navigate to the dashboard to be deleted.
2. Select the Edit pencil icon on the right.
3. Select the Delete trashcan icon by the dashboard name.
4. Select OK to confirm deletion.

Edit a Dashboard

1. Navigate to the dashboard to be edited.
2. Select the Edit pencil icon on the right.
3. Select the Edit pencil icon by the dashboard name.
4. Make changes to the configuration and Save.

Create/Edit/Delete a Dashboard Widget

A widget is a single dashboard visual that presents information from a specific dataset. An example of a widget is a bar chart that displays punch list item counts by status.

The library and functionality of widgets is constantly being updated. 

Refer to the following for detailed widget information: Available Widget Types

Add a Widget

1. Navigate to the dashboard to place the widget.
2. Select the Edit pencil icon on the right.
3. Select Add Widget.
4. Select a Widget Type.
5. Complete the configuration details for the widget and Save.

Delete a Widget

1. Select the Edit pencil icon on the right.
2. Select the Menu icon in the upper right corner of the widget.
3. Select Delete.
4. Select OK to confirm deletion.

Edit a Widget

1. Select the Edit pencil icon on the right.
2. Select the Menu icon in the upper right corner of the widget.
3. Select Edit.
4. Update the configuration details for the widget and Save.

Print a Dashboard

When users want to print a dashboard, Kahua creates a PDF of the dashboard to save on the user’s device or network. The PDF contains the widget data at the time of print and includes the dashboard name, project name, and date and time of generation.

Print a Dashboard

1. Select the Print icon on the right.
2. In the Save As dialog, provide a location and name for the PDF.
3. Kahua will save the file and automatically open it in your default program for PDF files for further action, such as printing.