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

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

Apptimized shows the following modal window:

Settings Settings	Details
Dashboard name	Dashboard name  field allows users  to set 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 share the the dashboard:   Sharing with users  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 in is  a user preference.    

Widget management and configuration  

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

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

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

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

Add Widget

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

The following widget types available:  

• Table    
• Chart
• Echo consumption

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

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

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

The option to change the owner is available under Settings > Edit dashboard. 

The option is available for project and Global admins only.

Widget presets presets 

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

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

The following following Based on preset  settings  available:  

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

Widget configuration configuration 

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

 

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

Constructor onstructor page  allows allows configuring  widget conditions and widget appearance.    

The widget idget configuration process includes the following steps:  

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

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

Widget conditions configuration configuration 

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

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

Widget appearance configuration 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 no default value 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 following criteria available:   Ascending;   Descending.   The following items available:   App 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 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 the "Available table columns" to  to the 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 applied to 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  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 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 Settings	Details Details
Widget name	The widget idget name name field allows allows defining  the widget name (e.g.,  Portfolio).   There is no no default value value for this field.
Chart type	Chart type type field allows allows choosing  a type for the chart.   The following options available:   Pie   Bar   The default value is  Pie.
Grouping	The grouping  field allows allows combining  data into groups.   The following options available:   App ID Vendor   Software Software    Version   Language   Reference   Echo   Updated   Application’s prerequisites 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 is App ID.      Note.  The options Assignee, Status,  Start  module time, Finish module time, Deliverable,  and  Test status  varies varies depending  on the project configuration (see the 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 no default value value for this field.  

The settings are applied when clicking the 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 no default value 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 dashboard 

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

Apptimized shows the following modal window:  

Apptimized shows the following modal window:

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

Delete dashboard  

The option to to delete the dashboard is available under 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.