Dashboard widgets provide important project information for your team. You can create a variety of widgets depending on the data you want to display on dashboards. See Dashboard widget types.
1. Choose Tools > Administration > Dashboards or Dashboard Widgets. The available option depends on your security permissions.
If you can configure dashboards and widgets, the Configure Dashboards dialog box opens. Click Configure Widgets.
If you can only configure widgets, the Configure Widgets dialog box opens.
2. Click Add and select the widget type to add.
- To add a burn down widget that displays remaining work for a project phase, select Burn Down. See Adding dashboard burn down widgets.
- To add a burn up widget that displays completed work for a project phase, select Burn Up. See Adding dashboard burn up widgets.
- To add a widget that displays project metrics and statistics in a chart, select Chart. See Adding dashboard chart widgets.
- To add a count widget that displays the number of items that pass a specific filter, select Count. See Adding dashboard count widgets.
- To add a note widget that displays text or links to Helix ALM or external information, select Note. See Adding dashboard note widgets.
Note: The number of widgets you can add per dashboard and project is limited. See Configuring dashboards.
3. Specify the basic widget information.
- Name identifies the widget on the dashboard. You can enter up to 128 characters.
- Description provides additional information about data the widget displays and is shown in a tooltip when users mouse over it. If you create multiple widgets with the same name, use the description to distinguish them. You can enter up to 255 characters.
- Security groups are the groups that can view the widget. You can select a specific group, multiple groups, or <All> to let all groups view the widget.
4. Enter or select the additional widget information. The available options depend on the widget type.
5. Click OK to save the widget.
After saving the widget, add it to a dashboard so users can see it. See Configuring dashboards.