Using maestro*'s my dashboard option

Objective

My Dashboard is a maestro* option used to display applets, which are in fact designed to display as sections of the dashboard. Each of these applets allow for a quick overview of maestro* modules, options and lists. Detailed explanations found below will inform you how to add applets to your dashboard.

My Dashboard is also used to display shortcuts to lists created in various modules of maestro*. These lists can be private or public.

prerequisites

List Generator
Indicator Management

Depending on the selected applet, please refer to the help file (F1) of the option from which the data originates in order to know how to create such data.

Summary

Create a dashboard
- Add a list to My Dashboard
- Add an Applet to My Dashboard
  - Add indicators to My Dashboard
Modify My Dashboard
- Modify the tabs
- Modify the Applets

Add an element to the dashboard

In the maestro* toolbar, click on My Dashboard.

When My Dashboard contains no applet or no list, the Select - List/Applet window is automatically displayed to allow the selection of a dashboard element. If that is the case, go directly to step 5.

Right click on one of the existing tabs (sub-dashboards).
Click on the name of an existing applet or list and select the Add an Applet option in the pop-up menu that appears.
Indicate where to add the element, above, under, to the left or to the right of the existing applet/list.
Use the Select - List/Applet window to choose a list or an applet to add to the dashboard.

In the Select - List/Applet window, lists are stored under the module and option names and applets are gathered under the maestro* Applets menu. Indicators, if thers is some available, are displayed as is.

List

The available lists come from the various maestro* modules and are produced by the List Generator. To see which ones are available, open the hierarchy structure of a particular module or option, select it, and click on OK.

If no list exists for a given option, the name of the maestro* option (and its module) won't be displayed in the list/applet selection window, even if the user is granted access in maestro*. The user must use the List Generator and create a list in order to display it in the dashboard.

Lists can be private or public, and this configuration is determined when creating a list in the List Generator. This configuration can also be modified once the list have been created.

When Public or Private is selected in the Visibility field of the Select - List/Applet window, only the maestro* modules that contain public or private lists will be displayed in the tree view. If All is selected, private AND public lists will be displayed.

Applet

Applets can be viewed as summaries of maestro* options, not necessarily in the form of reports, like for the lists.

Several applets can be added to the dashboard:

Pivotal Project Analysis
Indicators
Accounts Payable
Accounts Receivable
Project Documents Inquiry
Documents
Delayed Transfers Management
Cash Flow Analysis
Financial Statements
Pivotal Rentals by Project Analysis
Pivotal Project by Period Analysis
Issue Management Report
Issue Management Report by Type
List of Transactions to Approve

Multiple applets are available to all maestro* users, except for the following: the Accounts Payable and Accounts Receivable applets require the current user to have access to the Customer Inquiry and Supplier Inquiry options.

Indicator

Indicators are used to easily display and follow up a summary of data (like results obtained, use of resources, progress of work, etc.) in My Dashboard. There is three types of indicators: SQL request, maestro* Function and List.

For more information about the indicators, please refer to the Indicator Management help file.

In the Select - List/Applet, spread out the maestro* Applets menu and click on Indicators. Click on Ok.
The Select Indicators windows displays, select an indicator that has been previously created in the Indicator Management option.
Click on Apply (F12).

Modify My Dashboard

It is possible to modify not only applet , but also tabs of the dashboard in order to personalize it.

Modify the tabs

Ricght-click non the name of a tab to open the pop-up menu. Each tab is regarded as a dasboard of its own.

The following option are available:

Option	Description
Refresh this dasboard's applets	Used to refresh the active dashboard's applets data.
Add a dashboard	Used to add a dashboard or in other words, a new tab.
Rename this dashboard	Used to modify the tab's name.
Delete this dashboard	Used to delete this dashboard or in other words, the active tab.
Undock this dashboard	Used to undock the active dashboard. NOTE: The tab will be displayed in an independant window.
Move left	Used to move the active tab to the left.
Move right	Used to move the active tab to the right.
Configuration	Opens the dashboard's window, where it is possible to select the Prefix.
Cancel	Cancels the option selection: the pop-up menu is closed without having selected an option.

Modify the Applets

Click on the name of an applet to open the pop-up menu. The following options are available:

Icon	Description
Change this Applet	Opens the Select - List/Applet window.
Add an Applet	Used to add an applet above, under, to the left or to the right of the active applet.
Rename this Applet	Used to modify the applet's name.
Delete	Used to delete the active applet.
Move this Applet...	Used to Move up, Move down, Move left or Move right the selected applet.
Configuration	Opens the applet's configuration window, used to modify the applet.
Refresh	Used to refresh the active applet's data.

Last modification: September 20, 2024