Dashboards

Default configurations

By default, a new project is created with two predefined components in the project dashboard: Portfolio and Overview.

Overview dashboard

Apptimized shows the following screen upon the project creation:

The overview dashboard contains the following blocks:

1. Project stages statistics
2. Your assignments
3. Project basket
4. Completed modules

The overview dashboard is filled with data as the project is implemented. The project progress data (i.e., multiple dashboard widgets, depending on enabled modules; a list of assignments; a list of applications) will be displayed in the relevant dashboard blocks.

Block name	Description
Project stages statistics	This block shows the Project workflow steps statistics and status.  Project steps statistics is provided in the form of the number of applications used in a particular step (module). Apptimized shows the following screen when the project gets some progress:
Your assignments	This block shows a list of applications that are assigned to a user currently logged in. This block is configured as a table. Assignments data is grouped into the following categories: Vendor Software Version Language Actions
Project basket	This block contains information about all applications that are used in this particular project. This block is configured as a table. Project basket data is grouped into the following categories: Vendor Software Version Language Assignee Actions
Completed modules	This block shows the statistics of completed steps (modules) within the project. This block is configured as a chart. Each chart sector shows the number of applications completed a particular step (module).

Portfolio dashboard

This dashboard shows more detailed information regarding the Project’s applications, and also can display applications from another shared project of the same tenant if enabled.  See more.

Create a custom dashboard

The option to create a custom dashboard provides a user with a page that represents application data structured according to the user’s settings applied while dashboard creation.  

To create a new dashboard in a project, click Add dashboard in the Dashboards submenu. 

Apptimized shows the following modal window:

Settings	Details
Dashboard name	Dashboard name field allows users to set the dashboard name (e.g., “Demo dashboard”).    There is no default value in this field.
Share it	Share it option. Apptimized provides two options to share the dashboard:  Sharing with users    Sharing with groups (e.g., with “Project Administrators”)   There is no default value in this field.

To apply the settings, click the Create button. To revert the settings, click on the Cancel button.

Layout

The dashboard creation process may take a few moments. Apptimized shows the following notification when successful:

The blocks on the screenshot above are containers in which tables or charts are placed. 
The option to add a new block to the dashboard is available under the plus symbol. 

A new block appears in full-width mode by default. To change a width mode, click the drop-down menu.

Apptimized shows the following notification when successful:

Blocks on the dashboard appear as empty containers by default. The block naming and filling in is a user preference.  

Widget management and configuration 

Apptimized provides the option to create and manage widgets based on user’s settings preconfigured by a user or by default. The Widget provides a user with quick access to application data. 

Every Widget requires conditions and appearance configurations that can be set during its creation. Configurations and appearance vary depending on the widget type (see the Widget configuration). 

The screenshot below shows a result for the creation of a Table widget. 

The screenshot below shows a result for the creation of a Chart widget. 

Add Widget

When clicking on “Add new widget” Apptimized shows the modal window below.

The following widget types available: 

• Table  
• Chart
• Echo consumption

Note. If a user chooses Chart widget type, the field Based on preset appears in the modal window (see the Widget presets). 

The widget settings become active when clicking on the Create button. Apptimized shows the Widget when successful. 
The screenshot below shows a result for the creation of a Chart widget named “Portfolio”. 

The option to edit the layout for the dashboard is available under Settings > Edit dashboard. 

 

Apptimized shows the following screen when successful:

The option to delete a block or a widget from a dashboard is available under bin symbol.

Widget presets 

Widget presets are pre-configured and automatically generated presets available for Chart widget type. Every preset is based on the information in the project Portfolio (see the Portfolio). 

The option to choose a widget preset is available under Based on preset while widget creation (see the Add Widget). 

The following Based on preset settings available: 

Setting	Details
Portfolio chart	Portfolio chart is a setting indicating the option to create a Chart widget based on the application number in each workflow module (see the Overview dashboard).   The default value is the Portfolio chart.    The screenshot below shows a result for the creation of a widget based on the Portfolio chart:      The option to change Widget is available after creation (see Widget configuration).
Echo chart	Echo chart is a setting indicating the option to create a Chart widget based on a user’s Echo test cases status.    The screenshot below shows a result for the creation of a widget based on the Echo chart:     The option to change Widget is available after creation (see Widget configuration).
Project stages statistics	Project stages statistics is a setting indicating the option to create a Chart widget based on a user’s current project workflow steps statistics and status (see the Overview dashboard).    The screenshot below shows a result for the creation of a widget based on Project stages statistics:      The option to change Widget is not available after creation.
Custom chart	Custom chart is a setting indicating the option to create a Chart widget based on a user’s configurations and conditions (see the Widget configuration and Widget conditions configuration).     The screenshot below shows a few results for the creation of a widget based on the Custom chart:         The widget view varies depending on the conditions configuration set by a user.   The option to change Widget is available after creation (see Widget configuration).

Widget configuration 

The option to configure Widget is available under Settings > Edit Chart or Edit Table. 

 

To configure widgets, a user is redirected to the constructor page. 

Constructor page allows configuring widget conditions and widget appearance.  

The widget configuration process includes the following steps: 

• Step 1: Widget conditions 
• Step 2: Widget appearance 

Note. Step 1: The widget conditions block is the same for all widget types.
Step 2: Widget appearance varies depending on widget type (see the Table widget appearance configuration and Chart widget appearance configuration). 

Widget conditions configuration 

The Widget conditions block sets the rules by which to apply applications search.  

This block consists of the condition groups list. 

Group consists of logical operators that should be applied to conditions below: 
• If all/any of these conditions are true/false; 
• Inner group conditions. 

The options to add a condition or a group of conditions are available under the Add condition and Add group buttons. 

 

The following table contains all widget condition settings, options, parameters and values:

Condition setting	Condition setting options	Condition setting parameter	Condition setting value
App ID	Is less than Is greater than	-	Number
Application owner	Contains  Not in	-	Current user  Users assigned to a project
Vendor  Software  Language  Reference	Is  Is not  Starts with  Ends with  Contains  Is null or empty	-	Integer
Version	Is less than  Is  Is not  Is greater than	-	Integer
Echo	Contains  Not in	Pending  In progress  Success  Failed  Review required  Action required  No Scenario  Disabled  All	-
Updated  Push To Sccm	Is less than  Is  Is not  Is greater than	Date  Current Date  Days Offset  Weeks Offset  Start of week  Start of month  Start of year  End of week  End of month  End of year	Date
Application’s prerequisites	Contains  Not in	-	Applications uploaded to the project & packages
Origin	Contains  Not in	CSV import  Classic import  Intune Import  SCCM Import  Catalogue & UM Import	-
Stage	Starts with  Ends with  Contains	-	Integer
Application’s parent	Contains  Not in	-	Applications uploaded to the project & packages
Factory request type  Factory Request platfom  Factory request start date  Factory request SLA On Time/Overdue  Factory request status  Factory request delivery date  Factory request invoiced  Factory  request date of invoicing	Packaging – Factory Service	-	-
Assignee	All  Current  Discovery – Self Service  Packaging – Self Service  Testing – Self Service  Discovery – Factory Service  Packaging – Factory Service  Testing - Factory Service	-	Users assigned to a specific step.
Status	Global  Discovery – Self Service  Packaging – Self Service  Testing – Self Service  Discovery – Factory Service  Packaging – Factory Service  Testing – Factory Service	Is  Is not	Incomplete  Complete
Start Module Time  Finish Module Time	Discovery – Self Service  Packaging – Self Service  Testing – Self Service  Discovery – Factory Service  Packaging – Factory Service  Testing – Factory Service	Is less than  Is   Is not  Is greater than	Date   Current Date   Days Offset  Weeks Offset  Start of week  Start of month  Start of year  End of week  End of month  End of year
Deliverable	Import  Discovery – Self Service  Packaging – Self Service  Testing – Self Serivce  Discovery – Factory Service  Packaging – Factory Service  Testing – Factory Service	Is	Not available  Available
Test status	Testing – Self Service  Testing – Factory Service	Contains  Not in	Untested  Success  Failed  Fixed

Widget appearance configuration 

Widget appearance block defines widget view for the dashboard (i.e., widget name, set of columns, chart type, grouping, ordering, aggregates). 

Table widget appearance configuration

The screenshot below shows settings a user can apply to configure table widget appearance. 

Note. If the project Portfolio is shared with other projects within organization, the Projects to include field appears in the Step 2: Widget appearance block (see the Project settings).

The Project to include field allows a user to include applications from other organization's projects to the Widget.

There is no default value for this field. 

Setting	Description
Widget name	The widget name field allows defining the widget name (e.g., Portfolio).
Default page size	This field allows defining number of items per table page.
Table Columns	This section allows setting up table columns container.
Ordering	This field allows arranging items in a sequence. The following criteria available:  Ascending;  Descending.  The following items available:  App ID; Application owner;  Vendor;  Software;  Version;  Language;  Assignee: All;  Updated;  Stage;  Assignee: Current.
Grouping	This field allows combining data into groups that have the same value in selected columns.  The following items available:  App ID; Application owner; Vendor;  Software;  Version;  Language;  Assignee: All;  Updated;  Stage;  Assignee: Current.  The following order settings available:  Ascending;  Descending.
Aggregates	This field allows defining high-level data composed from other more individual data by selected measurement for the column. The following aggregate options available:  Count;  Sum;  Average;  Min;  Max.

The table columns are set when dragged and dropped from the "Available table columns" to the "Selected table columns" container. 

For columns used on a per-module basis (namely, Assignee, Status, Test status), an option to select which module this column should be applied to is available: 

“Reset columns” button allows to revert actions for columns to initial state.
An option to arrange the ordering mode is available under the Ordering block. Ascending and Descending modes are available.

Combining data into groups with the same value in columns is available under the Grouping block.

Ascending and Descending order modes are available. 

A user sets the fields to include in a group.

The “Add level” button creates a new group.

Suppose the selected set of columns includes columns aggregated by Numeric field, Echo field, or Test status field. In that case, the ability to set the aggregation rules is available: 

The settings are applied when clicking the Save button. A table widget appears on the project dashboard. 

Chart widget appearance configuration

The screenshot below shows settings a user can apply to configure chart widget appearance. 

Settings	Details
Widget name	The widget name field allows defining the widget name (e.g., Portfolio).  There is no default value for this field.
Chart type	Chart type field allows choosing a type for the chart.  The following options available:  Pie  Bar  The default value is Pie.
Grouping	The grouping field allows combining data into groups.  The following options available:  App ID Vendor  Software   Version  Language  Reference  Echo  Updated  Application’s prerequisites   Origin  Stage  Application’s parent  Testcase status  Echo platform  Assignee  Status  Start module time  Finish module time  Deliverable  Test status Push to Sccm Application owner  The default value is App ID.    Note. The options Assignee, Status, Start module time, Finish module time, Deliverable, and Test status varies depending on the project configuration (see the Create project).

Note. If the project Portfolio is shared with other projects within organization, the Projects to include field appears in the Step 2: Project appearance block (see the Project settings).

The Project to include field allows a user to include applications from other organization's projects to the Widget.

There is no default value for this field. 

The settings are applied when clicking the Save button. A chart widget appears on the project dashboard. 

Apptimized shows the following screen when successful: 

Echo consumption widget appearance configuration

The screenshot below shows settings a user can apply to configure echo consuption widget appearance. 

Note. If the project Portfolio is shared with other projects within organization, the Projects to include field appears in the Step 2: Widget appearance block (see the Project settings).

The Project to include field allows a user to include applications from other organization's projects to the Widget.

There is no default value for this field. 

Setting	Description
Widget name	The widget name field allows defining the widget name (e.g., Portfolio).
Default page size	This field allows defining number of items per table page.
Table Columns	This section allows setting up table columns container.
Ordering	This field allows arranging items in a sequence.
Grouping	This field allows combining data into groups that have the same value in selected columns.
Aggregates	This field allows defining high-level data composed from other more individual data by selected measurement for the column.

 

Clone dashboard 

The option to clone the dashboard is available under Settings > Clone dashboard. 

Apptimized shows the following modal window: 

Apptimized shows the following modal window:

The cloning step is finalized by clicking on the Clone button. 
The cloned dashboard appears in the project menu. Apptimized shows the Dashboard layout page for the cloned dashboard. 

Delete dashboard 

The option to delete the dashboard is available under Settings > Delete dashboard. 

Apptimized shows the following modal window:

Three options available:

1. Delete:

• Permanently delete;
• Apptimized reverts to the project dashboard.

2. Reassign to another owner - a new owner can be assigned^

3. Cancel - reverts to the dashboard.