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Adding Widgets to Your Dashboard

After you open your dashboard, click ‘+ Add new widget’. A widget pop up window will appear where you can select the type of widget you want to create: ‘Text & image’ ‘Project indicators’, ‘Portfolio indicators’ or ‘Budget data.’

Text & image widget

For a ‘Text & image’ widget, you must provide a title and then in the description section, you can add text and images. There are various formatting options available, so you can customise the layout of the information.

Project indicators 

 ‘Project indicator’ widgets allow you to visualise your project results in a choice of 7 different chart types.

Select the chart type, choose the project and then click the indicators from that project you want to include in the chart. Depending on which chart you select there may be a number of other options available such as selecting a date range for your results, hiding target values in the chart or selecting the disaggregation types you want to display.

You also have the option to add a title and a description for your widget.

Portfolio widgets 

‘Portfolio indicator’ widgets allow you to visualise your portfolio results in a choice of 2 different chart types.

Select the chart type, choose the portfolio and then select the indicators from that portfolio you want to include in the chart. 

You also have the option to add a title and a description for your widget. 

Budget data

‘Budget data’ entered at the activity level can be viewed in the budget data chart. 

Select the chart type, choose the project and then select the activities you want to include.

You also have the option to add a title and a description for your widget. 

Organising your dashboard 

You can drag and drop your widgets to customise their arrangement, and also drag their edges to resize them.

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