The contract dashboard

The contract dashboard uses AVEVA Contract Risk Management Analytics to display contract data in a variety of personalized, customizable, easy-to-read table and chart widgets.

Users with the following contract roles can view the Dashboard tab, and add and configure dashboards and widgets:

• Contract Owner

• Contract Administrator

• Company Representative

• Contract Budget Holder

• Contract Auditor

Dashboard templates are created by the Administrator, and can be added as read-only standard dashboards to your contract dashboard. The administrator can set a default standard dashboard, which will always be automatically available to you.

You can also create blank personal dashboards, or copy a standard, shared or personal dashboard and personalize it as required. These are available in all the contracts for which you have one of the appropriate contract roles.

You can share your personal dashboards so that they are available as read-only to other users who have access to a contract dashboard.

View your contract dashboard

To view your contract dashboard:

1. Navigate to the home page of the contract you want to work on.

2. Click the Dashboard tab.

   The last contract dashboard you viewed is displayed. If you do not have any other dashboards, the default dashboard is displayed if one has been set by the Administrator.

You can:

• Click the drop-down list to swap between dashboards. The list is divided into:

  • Standard Dashboards - read-only dashboards created by the Administrator, including any default dashboard.

  • Personal Dashboards - dashboards which you have created manually or by copying an existing dashboard. These dashboards are available in all contracts for which you have access to the contract dashboard.

  • Shared Dashboards - read-only dashboards which have been made available by other users.

• Click the Minimize and Restore buttons on the title bar of a widget to hide and show its contents.

• See when the source data for the current dashboard was last updated, and when it is due to be next updated.

  Note You must manually refresh your dashboard to see data updates.

Manually add a new personal dashboard

A personal dashboard is only visible to the user who created it unless it is shared. It is automatically available in all contracts for which you have access to the contract dashboard.

3. On the contract dashboard, click Add.

   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 in the drop-down list of dashboards on the Dashboard tab.

6. Click Save.

   A new, empty dashboard tab is displayed. The dashboard is available in all contracts for which you have access to the contract dashboard.

To add a widget to your dashboard:

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

   The Add Widget window is displayed.

8. Click the name of the widget type you want to add to the dashboard. Widget types are defined by the Administrator.

   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 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.

Add a standard dashboard

Standard dashboards are created and configured as dashboard templates by the Administrator. These read-only dashboards display any data in your contract to which you have access. You cannot edit the widgets, but you can click into them to display further information. Changes made to the dashboard by an administrator will be shown automatically when the dashboard is next refreshed.

If a dashboard has been set as default by the administrator, it appears automatically on your contract dashboard. If the dashboard has not been set as default, it can be added manually.

You can copy a standard dashboard which appears on your contract dashboard, to modify it for your own needs. See Copy a dashboard below.

To add a new standard dashboard:

11. On the contract dashboard, click Add.

    The Add Dashboard window is displayed.

12. Select Shared Dashboard.

    A list of the available standard dashboards is displayed.

13. Click the Select icon for the dashboard you want to add.

    A new read-only dashboard is displayed, with the widgets that have been configured by an Administrator.

Add a shared dashboard

When a dashboard created by another user is shared, you can add it manually to your contract dashboard. Shared dashboards are read-only, and display any data in your contract to which you have access. You cannot edit the widgets, but you can click into them to display further information. Changes made to the dashboard by its creator will be shown automatically when the dashboard is next refreshed.

You can copy a standard dashboard which appears on your contract dashboard, to modify it for your own needs. See Copy a dashboard below.

To add a shared dashboard:

14. On the contract dashboard, click Add.

    The Add Dashboard window is displayed.

15. Select Shared Dashboard.

    A list of the available shared dashboards is displayed.

16. Click the Select icon for the dashboard you want to add.

    A new read-only dashboard is displayed, with the widgets that have been configured by the user who created the dashboard.

Note If the user unshares the dashboard, it will no longer be visible on your contract dashboard. However, if they reshare the dashboard, it will automatically become visible again and you will not need to re-add it.

Copy a dashboard

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

17. On the contract dashboard, select the dashboard you want to copy from the drop-down list.

18. Click the Actions button on the dashboard 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.

    The dashboard is available in all contracts for which you have access to the contract dashboard.

    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).

Configure your contract dashboard

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

To add a widget to your dashboard:

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

    The Add Widget window is displayed.

20. Click the name of the widget type you want to add to the dashboard. Widget types are defined by the Administrator.

    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.

21. 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.

22. 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.

To edit an existing widget:

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

24. Enter information as required in the relevant fields.

    Note Fields marked with an asterisk are required.

25. Click Save.

    The widget is updated. Any changes are automatically deployed.

To remove a widget:

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

    A confirmation message is displayed.

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

    The widget is updated. Any changes are automatically deployed.

Share a personal dashboard

You can share a personal dashboard to make it available as a read-only dashboard for all other users who have access to a contract dashboard.

To share a personal contract dashboard:

28. On the contract dashboard, select the dashboard you want to share from the drop-down list.

29. Click the Actions button on the dashboard and select Share.

    A confirmation message is displayed.

30. Click OK to share the dashboard.

    The dashboard is now available to other users to add to their contract dashboards.

To stop sharing a personal contract dashboard:

31. On the contract dashboard, select the dashboard you want to stop sharing from the drop-down list.

32. Click the Actions button on the dashboard and select Unshare.

    A confirmation message is displayed.

33. Click OK to stop sharing the dashboard.

    It is no longer visible to other users but personal dashboards copied from it are not affected.

    Note If you choose to reshare the dashboard, it will be automatically visible again to users who had previously added it to their contract dashboard.

Delete contract dashboards

Deleting a standard or shared dashboard removes it from your contract dashboard but it remains available and can be added again if required.

Deleting a personal dashboard permanently deletes it.

Note You must have at least one personal dashboard. If you have only one, you cannot delete it until you create another.

Note You cannot delete the default standard dashboard, if one has been set by the Administrator.

To delete a dashboard from your contact dashboard:

34. On the contract dashboard, select the dashboard you want to delete from the drop-down list.

35. Click the Actions button on the dashboard and select Delete.

    A confirmation message is displayed.

36. Click OK to delete the dashboard.