PS. Calendar Dashboards

Owned by iarmstrong
Mar 08, 2023
2 min read

Custom Dashboards can create layouts which may reduce the amount of rows displayed and allow for easier scheduling and updating of inputs.

Configure Dashboard dialog

To create a dashboard:

  1. Go to Schedule > Calendar > Dashboard field > gear icon > Configure Dashboard dialog.

  2. Optionally use the <CTRL> and <SHIFT> keys to multi-select items to add to the dashboard.

  3. Press the blue plus button to Add New dashboard or press the next button on the right to “Create from Category Selection”.

  4. Click in the name field and rename the dashboard to the desired name.

  5. You can also duplicate/copy selected dashboard or import a previously created one from a “.dash“ file.

  6. In the Dashboards Rows press the folder button to add new folders. Here you can create subfolders and move them up/down and in/out.

  7. In the Fields list on the right, select a required item and drag and drop it to the dashboard. Optionally use the <CTRL> and <SHIFT> keys to multi-select items to add to the dashboard. 

  8. Drag this field into the location/folder desired, shown by the blue arrows up/down/right.

  9. Optionally drag in dynamic folder references from the right Dynamic Fields list (shown if Dynamic flag is enabled).

  10. Repeat for any other fields.

  11. Press OK to finish.

Dynamic folders automatically include new items that are added to the project. Static fields are fixed unless changed by the user.

  • Enable Append Parent Name flag if you want to show parent folder name in the name of an item selected.

Name of dashboard row with Append Parent Name flag enabled

  • Select the dashboard you wish to display in the Calendar, by choosing it in the Dashboard field dropdown.

  • While iterating over a single period, this dashboard provides an instant summary of inputs and outputs.