Change the dashboards in the project analytics tab

[Leonel Sandroni]

I need to change the default dashboard for another dashboard created by me in the project tab "analytics". I mean, I want to see my custom dashboard when I open any project

any suggestion?

[Attila Beregvar · Accepted solution]

Hello,

I hope it's not too late, but here is a possible solution: The default dashboard behind this Analytics (Summary) page is the "Project Summary - Waterfall" / "Project Summary - Agile" / "Project Summary - Hybrid", depending on your project type.
You shouldn't make changes on these OOTB dashboards, but you can create a copy of them or create your very own dashboard, and redirect the Analytics page to use your dashboard instead.

What takes place in displaying the dashboard is:
 - UI Macro: "html_page_pm_home"

 - UI Page: "$pmview"

 - Script include: "PMViewDataUtils" 

If you are interested, you can check the UI Macro and UI Page to see how the page is built up, but what you really need is the "PMViewDataUtils" script include. The PMViewDataUtils.getDashboardUrl() function is responsible to get the dashboard, you can modify this to use your dashboard instead.

[sieusaopolo15]

Hi @Attila Beregvar,
If I want to clone the "Project Summary" dashboard and use the cloned dashboard in the Analytics tab then how can the cloned one identifies which record is opened and show correct data of the current project ? What kind of dashboard "Project Summary" is it ?

[Attila Beregvar]

Hello,
I'm not sure if I got your question right, but I will try to answer: 
If you cloned the ootb Project Summary dashboard and created your own version, you can edit the PMViewDataUtils" script include - "PMViewDataUtils.getDashboardUrl()" function, so that the UI macro within the project workspace - Analytics tabs opens your dashboard instead of the original one.

If this dashboard is opened from a project (via the Analytics tab), then I guess the UI macro passes the correct project sysID to the reports/widgets on the dashboard, so they display the correct data for that project. (here I might be wrong, I haven't checked that in too much details).

if you open your dashboard outside of a project (e.g from the Dashboards list), it will still show you data for a "default" project. All the reports/widgets on the dashboard uses this script to identify a default project: 
javascript:(new PMViewPreferenceHelper()).getUserPreference('com.snc.project_management.home_page.project')

Like below:

..and this script basically gets the user preference for the logged in user:

 
I hope this helps.