Home Dashboard

Home Dashboard

Overview

The home dashboard is a useful tool for analyzing and understanding large, diverse datasets from different modules. It simplifies complex information into easy-to-understand insights, helping you quickly spot trends in ongoing transactions, patterns, and other key metrics. Whether you're monitoring system performance, tracking data transactions, or managing a project, the home dashboard offers a complete view of your data.

Navigate to the Home Dashboard

Info
Navigation: Home > Dashboard
From the group menu, click the Home icon; this will automatically display the Dashboard screen, with the Dashboard tab highlighted in the home menu. You can access the Dashboard screen from any other module within the Home module by clicking the Dashboard menu.



View Dashboard

When you first access the dashboard, default widgets will appear automatically. However, you add or remove the widgets based on your requirements. We will explain how to customize your dashboard in the article. 

Widgets

A widget is a distinct element designed for quick access to key functions of the OneEnterprise application. Integrated into the Dashboard, these widgets create an appealing interface that highlights details about ongoing projects, systems, and transactions.

They offer customization options with user-friendly buttons and adjustable borders for easy resizing. Drop-down menus allow you to tailor the data display, ensuring real-time updates on project and system statuses, along with attractive graphs and forms for transactions.
 


  1. A brief data status is provided at the bottom of the widget. 
  2. To view the data, hover over the icon. The data will be displayed based on the widget.


Customize Dashboard

A distinctive aspect of the dashboard is its customization capability, allowing you to add or remove widgets according to your specific needs. Additionally, you can decide how data appears in each widget. The widgets provide multiple data presentation choices, giving you the power to select the one that suits you best.
 You can organize your dashboard using the Customize Dashboard option.
  1. In the action area of the screen, click on the Customize Dashboard icon. This activates the custom mode on your dashboard screen. 
  2. To exit custom mode, click the icon again. 

  1. Once the edit mode is enabled, you can adjust the placement of the widgets, add new widgets, and remove widgets from the dashboard. 
  2. You can organize the dashboard widgets by dragging them from one place to another within the dashboard. You can also resize any widget in the dashboard.
  3. Drag the widget vertically or horizontally to increase its size on the canvas.


Widget Catalog

The customized dashboard mode features a widget catalog on the right side of the screen. The widgets are grouped into categories, and each category contains multiple widgets. To use a widget, you can drag and drop it from the catalog onto the dashboard:
  1. When you click on the Customize Dashboard icon, a tab called Widgets will appear.
  2. This tab will display the following categories:
    1. General
    2. Analytics
    3. Collaboration
  3. Each category has a list of widgets, with an accordion provided for navigation. The accordion allows you to expand or collapse each category.
  4. Click any of the accordions to expand the section.

  1. When you click on an accordion of any category, the corresponding section will expand, displaying the list of available widgets under that category. For example, if you click on the General category, you will see a list of widgets such as Environment, Members of Project, etc.


Add Widgets to Dashboard

  1. To add a widget to the dashboard, drag and drop widgets from the widgets tab onto the dashboard. A list of available widgets is in the catalog for you to choose from. 
  2. Based on your needs, select the widgets and drag and drop them onto the dashboard canvas as shown on the screen. 
  3. Once you place a widget on the dashboard, it will no longer appear in the catalog but will be accessible on the dashboard for use. 

Edit Widget

The edit option is a handy feature that enables you to fine-tune and customize each widget individually. Depending on the type of widget you are working with, the edit option may vary in terms of available settings and options. For instance, if you're editing a Collaboration Task widget, you'll have access to the widget name, where you can modify it as per your requirement. On the other hand, when editing a Transaction widget, you can change the name of the widget and the visual properties of the graph. Therefore, it's essential to understand the widget type you're working with so that you can make the most out of the edit option and create a widget that perfectly fits your needs.
  1. Click the gear icon to enable widget edit mode. 


  1. An Edit Widget tab will open next to the Widget tab.

Edit Widget Name

  1. The  Edit Widget tab will display the title of the widgets in editable mode. You can modify the widget's name in this field.
  2. To modify the name, start typing the new name in the field. 
  3. The modified name will be saved automatically. You do not need to perform any action on the screen.
  4. As soon as you start modifying the name, the changes will begin reflecting on the widget.  

Modify Data Display Type

There are various display options available for widgets representing transactional data. The widgets that display graphs and charts will be equipped with the Data Display option. If you're looking to adjust the way your transactional data is displayed, choose the right choice for your widget:
  1. To change the data display for any widget, you need to first enable the custom mode by clicking on the Customize Dashboard icon.
  2. Once enabled, all the widgets on the dashboard will begin displaying a gear icon. Click on the gear icon of the widget for which you want to change the data display type.
  3. Expand the Data Display section on the Edit Widget tab.
    1. You will see a list of options such as Pie, Half Donut, and Full Donut.
    2. Each option will be represented by a different band displaying the name of the choice and its data type.
    3. Click on the desired band to select any of the display options. The widgets will then show the data in the chosen format. 


Save Customization

 Any changes that you make to the Dashboard will be automatically saved, ensuring that you don't lose any of your valuable data. You do not need to worry about manually saving any data on the dashboard as the application will take care of it for you. This feature saves you time and effort, allowing you to focus on what's important. Additionally, your customized dashboard will be opened during your next visit or login, providing you with a seamless experience every time you use it. 

Remove Widget

The dashboard provides you with an option to remove any widgets that you don't need. It's important to note that removing a widget doesn't mean deleting it permanently. When you remove a widget, it gets removed from the dashboard, but it remains in the widget catalog. Therefore, you can always drag and drop the widget from the widget catalog back into the dashboard whenever you need it.
  1. To remove a widget from the dashboard, you need to first enable the custom mode by clicking on the Customize Dashboard icon.
  2. Once enabled, all the widgets on the dashboard will begin displaying a Remove icon.
  3. To remove a widget, click on the Remove icon located on that particular widget. 

  1. When you click the Remove icon, a pop-up will appear to confirm the removal.
  2. The pop-up will have two options - Yes and No buttons.
  3. If you select the Yes button, the widget will be removed from the dashboard.
  4. However, the removal process will be terminated if you select the No button.
 
Notes
Once you remove any widget from the dashboard, it will no longer appear in the dashboard, but will be accessible in the catalog for reuse. 

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