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Within a dashboard screen you can add views to help organize your workflow and optimize your ability to see all the information presented in a portlet in a single view.
You can rearrange and resize portlets within the dashboard to meet your needs. Multiple portlets can occupy the same space on the dashboard, or they can be displayed in tabbed pages to make selection easier. The Workpapers Dashboard is available for you to create, import, organize, and update engagement documents within a single engagement workspace comprised of multiple portlets.
To select and display different views within a portlet, click the Select Portlets link at the top of the dashboard, mark the checkboxes next to any of the available portlets listed in the Select Portlets dialog, and then click OK.
To add a new portlet view to display to a dashboard in the application, click the Add View link at the top of the dashboard, enter a description for the view in the Add View dialog, and click OK.
Adding and deleting views in a dashboard
By default, the application provides a series of tabs across the top of each dashboard, called views. Use the following steps to add and remove views.
- To add a view, click the Add View link at the top-right of the dashboard, or right-click and choose Add View from the context menu to open the Add View dialog. Show me.
- Enter a description for the new view, which will appear as the tab name in the dashboard.
- Click OK to save the view name and close the dialog.
- To remove a view from the dashboard, click the delete button in the tab label, and then click Yes to confirm the deletion.
Adding and deleting portlets in a view
After you have added and removed views from a portlet, you can add, remove, resize and reposition portlets within each tabbed view.
- Click the Select Portlets link at the top-right of the dashboard, or right-click and choose Select Portlet from the context menu to open the Select View dialog.
- Mark the checkbox next to the portlets that you want to include in the Portlet view and click OK.
- To remove a portlet from a view, click the delete button in the top-right corner of the portlet.
Resizing portlets
You can resize portlets by dragging and dropping the boundaries between portlets.
- Hover the mouse pointer over the border between two portlets until the pointer turns into a resizing cursor: or .
- Click and hold the left mouse button and drag the border to create the desired portlet size.
Note: When present, click the maximize button in the title bar of the portlet to maximize it within the dashboard. To restore it to its previous configuration, click the Restore button in the title bar of the portlet.
Moving portlets
The process of moving portlets around the dashboard can be a bit more complex than merely resizing them. Not only can you insert portlets between other portlets or along the periphery of the dashboard, but you can also stack portlets on top of each other. You must pay careful attention to the shadow that is created by the portlet you're trying to move.
Moving portlets to a new location
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