# Dashboards #### Default configurations By default, a new project is created with two predefined components in the project dashboard: **Portfolio** and **Overview**. [](https://docs.apptimized.com/uploads/images/gallery/2020-07/IcmFnZw8cV5cvkv3-dashboards_default_02.png) ##### Overview dashboard Apptimized shows the following screen upon the project creation: [](https://docs.apptimized.com/uploads/images/gallery/2020-07/eMr8o2hjMbHZYovU-dashboards_overview_01.PNG) 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: [](https://docs.apptimized.com/uploads/images/gallery/2020-07/W1WH2LDlJyiRPcwn-dashboards_overview_02.PNG) |
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 [](https://docs.apptimized.com/uploads/images/gallery/2020-07/mP7BvaXKMtS0gXgd-dashboards_overview_03.PNG) |
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 [](https://docs.apptimized.com/uploads/images/gallery/2020-07/zGxZkVxhWAmSEwXF-dashboards_overview_04.PNG) |
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). [](https://docs.apptimized.com/uploads/images/gallery/2020-07/w1FosJlixL0a6Wsa-dashboards_overview_05.PNG) |
**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. [](https://docs.apptimized.com/uploads/images/gallery/2020-12/nt2Tw7zWV89e1TpF-dashboard_01.png) |
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. [](https://docs.apptimized.com/uploads/images/gallery/2020-12/vrax7mSlsWi8KcOR-dashboard_02.png) |
**Note**. If a user chooses **Chart widget** type, the field **Based on preset** appears in the modal window (see the [**Widget presets**](https://docs.apptimized.com/books/apptimized-platform-user-manual/page/dashboards#bkmrk-widget-presets%C2%A0)). [](https://docs.apptimized.com/uploads/images/gallery/2020-12/lRogCGbDEK7KOGnC-dashboard_07.png)
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”. [](https://docs.apptimized.com/uploads/images/gallery/2020-12/re9C3vhsbqQZbQkZ-dashboard_06.png) The option to edit the layout for the dashboard is available under **Settings > Edit dashboard. ** **[](https://docs.apptimized.com/uploads/images/gallery/2020-12/CPJgVHha5q6DrW2e-dashboard_09.png)** Apptimized shows the following screen when successful: [](https://docs.apptimized.com/uploads/images/gallery/2020-12/wTJwndVKyPgagZWa-dashboard_10.png) The option to delete a block or a widget from a dashboard is available under **bin** symbol. [](https://docs.apptimized.com/uploads/images/gallery/2020-12/SGMOMCDI49i1dcQ6-dashboard_11.png) ##### 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**](https://docs.apptimized.com/books/apptimized-platform-user-manual/page/portfolio "Portfolio")). The option to choose a widget preset is available under **Based on preset** while widget creation (see the [**Add Widget**](https://docs.apptimized.com/books/apptimized-platform-user-manual/page/dashboards#bkmrk-add-widget)). [](https://docs.apptimized.com/uploads/images/gallery/2020-12/U8IZrGEtrr3hpcyk-dashboard_12.png) 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**](https://docs.apptimized.com/books/apptimized-platform-user-manual/page/dashboards#bkmrk-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**: [](https://docs.apptimized.com/uploads/images/gallery/2020-12/bn2uzazdB5cDgP19-dashboard_13.png) The option to change Widget is available after creation (see [**Widget configuration**](https://docs.apptimized.com/books/apptimized-platform-user-manual/page/dashboards#bkmrk-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**: [](https://docs.apptimized.com/uploads/images/gallery/2020-12/U9xfqV3w0kv4RSSM-dashboard_14.png) The option to change Widget is available after creation (see [**Widget configuration**](https://docs.apptimized.com/books/apptimized-platform-user-manual/page/dashboards#bkmrk-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**](https://docs.apptimized.com/books/apptimized-platform-user-manual/page/dashboards#bkmrk-overview-dashboard)). The screenshot below shows a result for the creation of a widget based on **Project stages statistics**: [](https://docs.apptimized.com/uploads/images/gallery/2020-12/1W39XnVvjILGVPMK-dashboard_15.png) 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](https://docs.apptimized.com/books/apptimized-platform-user-manual/page/dashboards#bkmrk-widget-configuration)** and [**Widget conditions configuration**](https://docs.apptimized.com/books/apptimized-platform-user-manual/page/dashboards#bkmrk-widget-conditions%C2%A0co)). The screenshot below shows a few results for the creation of a widget based on the **Custom chart**: [](https://docs.apptimized.com/uploads/images/gallery/2020-12/HA3Kue2RLNUh3hBR-dashboard_16.png) [](https://docs.apptimized.com/uploads/images/gallery/2020-12/GienKh2tlDrmJxR2-dashboard_17.png) 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**](https://docs.apptimized.com/books/apptimized-platform-user-manual/page/dashboards#bkmrk-widget-configuration)). |
**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**](https://docs.apptimized.com/books/apptimized-platform-user-manual/page/dashboards#bkmrk-table%C2%A0widget-appeara) and [**Chart widget appearance configuration**](https://docs.apptimized.com/books/apptimized-platform-user-manual/page/dashboards#bkmrk-chart%C2%A0widget-appeara)).
##### 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. [.png)](https://docs.apptimized.com/uploads/images/gallery/2021-09/TaD2Ne3fQAAycioW-dashboard_21_2-(1).png) [](https://docs.apptimized.com/uploads/images/gallery/2021-09/OcuvQYfjyZeCD0IH-dashboard_22_2.png) 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 |
**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**](https://docs.apptimized.com/books/apptimized-platform-user-manual/page/project-settings "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. [](https://docs.apptimized.com/uploads/images/gallery/2020-12/1mRRWxVQLTs8g1im-dashboard_35.png)
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. |
**Settings** | **Details** |
Widget name | **The widget name **field allows defining the widget name (e.g., Portfolio). There is no default value for this field. [](https://docs.apptimized.com/uploads/images/gallery/2021-09/c0qWAyrCjqimPN52-dashboard_28_2.png) |
Chart type | **Chart type **field allows choosing a type for the chart. The following options available: - Pie - Bar The default value is **Pie**. [](https://docs.apptimized.com/uploads/images/gallery/2021-09/AwzzVmyxcFievq8z-dashboard_29_2.png) |
Grouping | **The g****rouping** 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**.
[](https://docs.apptimized.com/uploads/images/gallery/2021-09/crB9GRJVlLIpz86w-dashboard_30_2.png)
**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**](https://docs.apptimized.com/books/apptimized-platform-user-manual/page/create-project "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**](https://docs.apptimized.com/books/apptimized-platform-user-manual/page/project-settings "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. [](https://docs.apptimized.com/uploads/images/gallery/2021-09/rWJJ91ax7oRrz8Pd-dashboard_36_2.png)
The settings are applied when clicking the **Save** button. A chart widget appears on the project dashboard. [](https://docs.apptimized.com/uploads/images/gallery/2020-12/ZzU0pWsRpNvyKm06-dashboard_08.png) Apptimized shows the following screen when successful: [](https://docs.apptimized.com/uploads/images/gallery/2020-12/VK6XCYrFTefJka4f-dashboard_31_1.png) ##### Echo consumption widget appearance configuration The screenshot below shows settings a user can apply to configure echo consuption widget appearance. [](https://docs.apptimized.com/uploads/images/gallery/2022-02/C7CoS0mCELjFGjua-dashboards_30_x_2.png)**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**](https://docs.apptimized.com/books/apptimized-platform-user-manual/page/project-settings "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. [](https://docs.apptimized.com/uploads/images/gallery/2020-12/1mRRWxVQLTs8g1im-dashboard_35.png)
**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. |