User Help > Viewing Project Data in Dashboards > Creating a Dashboard > Dashboard Properties
Dashboard Properties
Field/Tab
Description
Name
Type a name for the new dashboard. The name you choose should help you associate the dashboard with the type of information it presents.
Next to the Name field, displays, indicating that the dashboard is a favorite. Favorites are PTC RV&S objects (queries, charts, reports, and dashboards) that you created and use.
To convert the dashboard to an admin provided object, enable Is Admin Provided. Admin provided objects are objects that are used by your administrator to define the PTC RV&S solution for all users. For more information, see your administrator.
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• This option is available only if the createSharedAdmin or Admin permission is assigned to you.
• Once you convert a user object to an admin object, you cannot revert it to a user object again.
• Selecting the Is Admin Provided option automatically adds the currently logged in user to the Sharing tab with edit permissions.
Edit Layout
Defines the layout of the dashboard. For more information, see To Create a Dashboard.
Description
Type a description of the dashboard
Sharing
Click Choose Principals and select the principals (users and groups) you want to share your dashboard with.
To allow assigned principals to edit the dashboard, select the principal’s check box under the Modify column. To deny assigned principals the ability to edit the dashboard, clear the principal’s check box under the Modify column. By default, all assigned principals are denied the ability to edit a dashboard.
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You cannot share a dashboard to the everyone group unless you are an administrator or you have the ShareToEveryone permission. Contact your administrator for more information.
Project Filter
Select the Filter Type to specify how the dashboard can be filtered when it is run. Choose one of the following:
• Open allows all projects to be selected as filter values when the dashboard is run. You can also select default filter values to apply to the dashboard at run time.
• Fixed sets the project filter values that are always applied when the dashboard is run. If this option is selected, you cannot modify the project filter at run time.
• Restricted allows users to only select from a defined list of project filter values when the dashboard is run. You can also select default filter values from the restricted set to apply to the dashboard at run time.
• None prevents users from filtering the dashboard. The project filter does not display at run time.
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Depending on how you design your dashboard layout, the dashboard filter may not be applied to chart, report, or query dashboard components.
If you selected the Fixed or Restricted filter type, click in the Available Projects list and select the projects that are always used to filter the dashboard data (Fixed) or the projects that can be selected from when the dashboard is run (Restricted). To remove a project from the Available Projects list, select it and click .
If you selected the Open or Restricted filter type, click in the Default Selected Projects list and select the projects to use as the default project filter when the dashboard is run. You can override the default at run time. To remove a project from the Default Selected Projects list, select it and click .
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