Add personal widget dashboards

A personal widget dashboard is only visible to the user who created it.

Manually create a personal widget dashboard

To add a new personal widget dashboard:

1. Open the navigation bar. If necessary, click the My Work tab.

2. From the User Dashboards menu, select Widget Dashboards.

   The Widgets page is displayed, showing a tab for each dashboard you have previously added.

3. Click Add on the tabs.

   The Add Dashboard window is displayed.

4. Select Personal Dashboard.

5. Enter a Title and Description for the dashboard.

   The Title is the name shown on the dashboard tab in the Widget Dashboards area.

6. Click Save.

   A new, empty dashboard tab is displayed.

To add a widget to your dashboard:

7. Click the drop-down arrow on the dashboard tab and select Add Widget.

   The Add Widget window is displayed.

8. Click the name of the widget 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.

9. Enter information as required in the relevant fields.

   See the 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.

10. 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.

Copy a widget dashboard

To create a new personal dashboard by copying an existing standard or personal dashboard:

11. Open the navigation bar. If necessary, click the My Work tab.

12. From the User Dashboards menu, select Widget Dashboards.

    The Widgets page is displayed, showing a tab for each dashboard you have previously added.

13. Click the tab for the dashboard you want to copy.

14. Click the drop-down arrow on the dashboard tab and select Copy.

    A new personal dashboard is created with the same name as the copied dashboard. You can edit its details to rename it and configure the widgets as required - see Edit personal widget dashboard details and Configure personal widget dashboards.

    Note If you create multiple copies of a dashboard without renaming the copies, each new dashboard will have a number added to its title, e.g. Dashboard (1), Dashboard (2).