Dashboard
This topic introduces Codebeamer dashboards with their main functions.
Dashboards are available to create expressive and informative boards.
Overview
Dashboards inherit many features from wiki pages (for example, permission management, export content, or having child pages), however, wiki features focus more narrowly on visualization. Users can choose from the available widgets, which form the basis of all dashboards. These widgets are rendered using user-selectable layouts; and support drag-and-drop to simplify arranging the widgets within the layout.
The root wiki page in any Codebeamer project or personal wiki space is a dashboard.
Toolbar
A toolbar on the top left side of the dashboard offers a several options to create, modify, extend and customize dashboards:
•
New Child Page—Click to create new child wiki pages to extend and develop the knowledge base.
•
New Child Dashboard—Click to create a new child dashboard within Dashbaords.
•
Add Widget—Click to select from the available widgets that can be added to the wiki page. For more information, see
Widgets.
•
Select Layout—Click to change the layout of a project wiki page.
•
Context menu—Click to explore further menu options.
New Child Page
By clicking on the

icon, new children wiki pages can be created to extend and develop the knowledge base.
New Child Dashboard
New child dashboard can be created within Dashboards by clicking on the

icon.
Add Widgets
Several types of widgets can be added to the project
Wiki page by clicking on the

(add widget) icon:
Select Layout
The layout of a project wiki page can also be changed by clicking on the

(Select Layout) icon.
Context Menu
Further options are available in the

context menu.
For more information on
Codebeamer wiki features see
Wiki.
Why Dashboards?
Extracting and presenting the enormous amount of information stored in an application lifecycle management (ALM) system can be difficult at times. Different summaries need to be presented to different audiences in different situations, using different scopes.
Codebeamer provides a number of parametric wiki plugins, and each presenting one particular piece of information. With plugins, the information can be placed, configured and laid out according to various requirements.
Project homepages, personal homepages, tracker homepages, or new wiki pages can all be customized with plugins.
Dashboards for Different Scopes
Dashboards can be set up for projects, sets of related projects, teams, or for a user.
On the project Wiki tab, the followings can be displayed:
• Project summary
• Recent activities
• Basic statistics
• Team members
• Useful quick links to the most important project resources.
To implement a common dashboard for a set of related projects, create an umbrella project and use its Wiki tab, or use a regular wiki page in one of the projects.
Common dashboards for a set of related projects can display the following:
• Merged activity streams
• Aggregated statistics
• Shortcuts to jump quickly into the sub-projects.
On the tracker pages, the following can be displayed:
• Recently submitted bugs
• Recent comments
• Number of open versus resolved issues
• Number of issues by various fields (status, assigned to, and so on).
For personal use, the following can be displayed:
• Aggregate issues from projects
• Artifacts related to the milestones.
• Starred items
• Quick links
Example Dashboard Layouts
Dashboards in Codebeamer are special type of wiki pages. For information on widgets that can be added to a Dashboard, see widgets.