Saving dashboard page templates

You can save a dashboard page as a template to save the page and all charts on it as an XML file. You or other users can use this file to easily add a new dashboard page with the same charts, eliminating the need to re-create the charts and page appearance. See Adding dashboard pages from templates.

Saving dashboard pages as templates can be useful for:

• Sharing a dashboard page and its charts with others who want to use a similar dashboard. For example, an organization may want to create a dashboard of standard charts to use for product management across multiple teams. Or, you may need help with a dashboard and can save it so you can send it to the Hansoft support team.

• Duplicating an existing dashboard page in the same project to use as a starting point for a new page.
• Duplicating an existing dashboard page to use it in as is or with changes on a different Hansoft server or in a different Hansoft database. For example, you may create a dashboard page in a test environment, save the page as a template when you finish creating it, and then add it in your production environment.

Note:  You can also save individual charts as a template if you do not want to save the entire page. See Saving dashboard chart and item view templates.

1. Click Dashboards.

The Dashboards area opens.

2. Click on the dashboard page tab to save and select Save page template.

The Save Dashboard Template XML file dialog box opens.

3. Select a location to save the template file in.

4. Enter a File name. The default name is DashboardTemplate_ appended with the page name. For example, DashboardTemplate_Engineering Status.

5. Click Save.

The template file is saved in the selected location in XML format. To use the template to add a new page, see See Adding dashboard pages from templates.