Contract dashboard templates

Contract level dashboards are available to company users with the appropriate company roles (see The contract dashboard).

Users can add the dashboard templates as read-only standard dashboards to their contract dashboards. They can also make copies of standard dashboards to personalize them - changes made to the dashboard template do not affect the personal copies.

You can set a default standard dashboard, which will always be automatically available to all users who have access to a contract dashboard.

Warning The user creating and configuring dashboard templates must be assigned to a business unit for any data to appear in the configured widgets. They will then see data from that business unit in the widgets.

View contract dashboard templates

1. Open the navigation bar. If necessary, click the Manage tab.

2. Under Widget Dashboard Management, click Contract Templates.

   The Contract Dashboard Templates page is displayed.

Create a contract dashboard template

Warning The user creating and configuring dashboard templates must be assigned to a business unit for any data to appear in the configured widgets. They will then see data from that business unit in the widgets.

3. Open the navigation bar. If necessary, click the Manage tab.

4. Under Widget Dashboard Management, click Contract Templates.

   The Contract Dashboard Templates page is displayed.

5. Click Add.

   The Create Dashboard Template page is displayed.

6. Enter a Title and Description for the dashboard.

   The Title is the name shown in the drop-down list of available dashboards on the Contract Dashboard.

7. Click Save.

   A new, empty dashboard tab is displayed.

Note The dashboard template is now available for users to copy or add manually.

To add a widget to your dashboard:

8. Click the Actions button on the dashboard and select Add Widget.

9. The Add Widget window is displayed.

10. Click the name of the widget type you want to add to the dashboard.

    The dashboard is refreshed to show the new widget ready for configuration.

    Tip You can drag the widget to a different location on the page, e.g. to a different column, and to above or below existing widgets. You can also resize the widget by dragging the edges to change the height or width.

11. Enter information as required in the relevant fields.

    See AVEVA Contract Risk Management Analytics for full details of how to configure the data shown in widgets.

    Note Fields marked with an asterisk are required.

12. Click Save.

    The widget is updated. Any changes are automatically deployed.

Repeat this step to add multiple widgets to a dashboard. A maximum of 15 widgets can be displayed per dashboard.

Edit contract dashboard template details

13. On the Contract Dashboard Templates page, click Edit for the dashboard template for which you want to update the details.

    The Edit Dashboard Template page is displayed.

    Alternatively, click Configure for the dashboard template you want to update. On the dashboard tab, click the drop-down arrow and select Edit to display the Edit Dashboard window.

14. Enter a Title and Description for the dashboard.

    The Title is the name shown in the drop-down list of available dashboards on the Contract Dashboard.

15. Click Save to update the dashboard template details. Any changes are automatically deployed to users' standard dashboards.

Configure contract dashboard templates

Warning The administrator creating and configuring dashboard templates must be assigned to a business unit for any data to appear in the configured widgets. They will then see data from that business unit in the widgets.

Note A maximum of 15 widgets can be displayed per dashboard.

16. On the Contract Dashboard Templates page, click Configure for the dashboard template you want to configure.

    The dashboard tab is displayed, showing any widgets have been previously added.

To add a widget to your dashboard template:

17. Click the Actions button on the dashboard and select Add Widget.

    The Add Widget window is displayed.

18. Click the name of the widget type you want to add to the dashboard.

    The dashboard is refreshed to show the new widget ready for configuration.

    Tip You can drag the widget to a different location on the page, e.g. to a different column, and to above or below existing widgets. You can also resize the widget by dragging the edges to change the height or width.

19. Enter information as required in the relevant fields.

    See AVEVA Contract Risk Management Analytics for full details of how to configure the data shown in widgets.

    Note Fields marked with an asterisk are required.

20. Click Save.

21. The widget is updated. Any changes are automatically deployed.

Repeat this step to add multiple widgets to a dashboard. A maximum of 15 widgets can be displayed per dashboard.

To edit an existing widget:

22. Click Edit on the title bar of the widget to open its properties.

    Enter information as required in the relevant fields.

23. See AVEVA Contract Risk Management Analytics for full details of how to configure the data shown in widgets.

    Note Fields marked with an asterisk are required.

24. Click Save.

    The widget is updated. Any changes are automatically deployed.

To remove a widget:

25. Click Delete for the widget you want to remove.

    A confirmation message is displayed.

26. Click OK to permanently remove the widget from the dashboard.

    The widget is updated. Any changes are automatically deployed.

Set the default contract dashboard

Optionally, one of the contract dashboard templates can be set as the default contract dashboard. This is visible as a read-only standard dashboard to all users who have access to the Contract Dashboard page.

To set the default contract dashboard :

27. On the Contract Dashboard Templates page, click the toggle for the dashboard template you want to make the default.

    A confirmation message is displayed.

28. Click OK to set the default dashboard.

    The toggle now shows as on for the dashboard:

    The dashboard is now visible on the Contract Dashboard page as a read-only standard dashboard.

To clear the default contract dashboard :

29. On the Contract Dashboard Templates page, click the toggle for the dashboard template you want to stop being the default.

    Alternatively, click the toggle for the dashboard template you want to make the new default.

    A confirmation message is displayed.

30. Click OK to set the default dashboard.

    The toggle now shows as off for the dashboard which was previously the default:

    This dashboard is now no longer visible on the Contract Dashboard page except for users who had already added it as a standard dashboard.

Delete contract dashboard templates

Warning A dashboard template can be deleted even if it is in use.

31. On the Contract Dashboard Templates page, click Delete for the dashboard template you want to delete.

    A confirmation message is displayed.

32. Click OK to delete the dashboard template.