Table of contents
No headers The following table contains the CW Desktop field descriptions.
| Field | Description |
|---|
Assigned Users | Count of assigned users for this Template. Table of information about the assigned users, with these columns: User, Company, City, Type. |
Chart 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. |
Cross Project | Whether the chart is a cross project chart or not. (All standard charts are cross project) |
Created By | The name of the contact who created the template and the date. |
Dashboard Favorites | 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. |
Description | The Chart name. |
Document No. | The number assigned to the selected document when created. |
Document Type | The Module Short Name for the Chart. |
Document Type | The document type, for example, Design Review. |
Filter | Options for filtering. |
From Name | Name of the template to be copied. |
Graphs | Enables you to display the selected charts. Six charts display on the page. |
Last Modified | 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. |
Layout Information | Table of information about the layout, with these columns: Page Name, Chart Name, and Chart Type. |
Modified By | The name of the contact who last modified the document. |
Name | List of all active Dashboard templates. Select the name of the template to be applied. |
Notes | Any additional notes about the templates. |
Outcome | 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. |
Reason | 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 |
Show Documents | Select the type of documents you want to display: - Created
- Created or Modified
|
Show Documents created or modified in the following timeframe | - Since last login: Constructware inserts this date based on your last login record.
- In the past (...) days: You can enter a number in this field to indicate the aging bucket of the desired document. Constructware's default is 7 days; the maximum value you can enter is 60 days.
|
Show Voided | Enables you to display voided templates. |
State | Drop-down list for you to indicate which templates (state) you want to display in the log (Active, Void). |
Subject | The subject of the selected document. |
Template Name | The unique name of the selected template. |
To New Name | Input box for entering the name of the new Template to be created. |
User(s) | The user to whom the template is applied. |
Dashboard favorites are a subset of the user’s Favorite Projects, therefore a Dashboard project must be a Favorite, but not all Favorites have to be Dashboard projects.