Count of assigned users for this Template. Table of information about the assigned users, with these columns: User, Company, City, Type.
Pie, Bar, Line, and so on. (Chart Type)
Choose Comparison Dates
Turns on the display of a second set of dates, if enabled in Module Customization Project Dates tab.
Whether the chart is a cross project chart or not. (All standard charts are cross project)
The name of the contact who created the template and the date.
Enables you to select a favorite project.
Selecting “All” allows you to view charts for all projects, selecting a favorite project makes project-specific charts available to you.
The Chart name.
The number assigned to the selected document when created.
The Module Short Name for the Chart.
The document type, for example, Design Review.
Options for filtering.
Name of the template to be copied.
Enables you to display the selected charts. Six charts display on the page.
The date and time when the document was last modified.
Last Modified By
The contact name who last modified the template (first last) followed by the created by date.
Table of information about the layout, with these columns: Page Name, Chart Name, and Chart Type.
The name of the contact who last modified the document.
List of all active Dashboard templates. Select the name of the template to be applied.
Any additional notes about the templates.
Indicates whether the template was assigned successfully or unsuccessfully.
Pages / Charts
Count of the number of pages in this Template/Count of the number of Charts assigned to all Pages in this Template.
States the reason for an unsuccessful attempt to apply a template. (Example, User has own Dashboard, User assigned to other template).
Show Doc Types
Drop-down list of document types that are included in the Dashboard
Select the type of documents you want to display:
Show Documents created or modified in the following timeframe
Enables you to display voided templates.
Drop-down list for you to indicate which templates (state) you want to display in the log (Active, Void).
The subject of the selected document.
The unique name of the selected template.
To New Name
Input box for entering the name of the new Template to be created.
The user to whom the template is applied.