How Can I Add New Dashboard to Navigation Pane?
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‎05-19-2019 05:12 AM
While working in the ITBM PPM area, I made a copy of the Portfolio Manager Dashboard and renamed it HR PMO Portfolio Manager dashboard. I did this because I liked the out of box dashboard and wanted to keep it while adding two new widgets to the new dashboard.
Opportunity: I wanted my new HR PMO Portfolio Manager Dashboard to appear in the navigation pane in place of the Portfolio Manager Dashboard. It was easy to hide the PFMD by deselecting the Active check box. I cannot figure out how to get the new HRPFMD to appear in the navigation pane. The PFMD was setup as a "Homepage" but I cannot find a way to get the new HRPMPMD to set as a "Homepage". Not even sure if I'm going about this the right way.
Thanks!
Tom

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‎05-19-2019 05:18 AM
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‎05-19-2019 05:38 AM
Harsh,
Thanks for your response. Not sure I am new and this is my first post. Not sure what you did above but it looks like you renamed the current dashboard? I made a copy of the current (new) and it appears as a "Dashboard" and not a "Module". Do I have to convert or associate the dashboard to a module to get it show in the navigation pane?
Thanks again,
Tom

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‎05-19-2019 05:44 AM
i just copied that.
may i now the version details.
when you edit that module you can rename the name and then click on insert and stay button , then it will be copy
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‎05-19-2019 05:57 AM
Harsh,
We're on the London release. Our other Admin somehow created a copy of the current dashboard and it's not a module rather dashboard. Should I delete it and use your method above? I can see the screenshots for how to "Insert and Stay" but not sure how you copied as a module? I would like to see both dashboards next to each other and available in the pane before I set the old one to inactive.
Sorry... I'm definitely a newbie:)
Thanks,
Tom