Custom analytics dashboard for Projects

[Lisa Conn]

Hello Experts, 

I have a requirement to customize the Analytics dashboard for projects. I see from these articles

https://www.servicenow.com/community/platform-analytics-forum/change-the-dashboards-in-the-project-a...

https://docs.servicenow.com/bundle/tokyo-it-business-management/page/product/project-management/refe...

https://www.linkedin.com/pulse/ppm-reporting-enhancements-servicenow-new-york-sankhadeep-dhar

that this can be done by editing the “PMViewDataUtils” script include. It appears the dashboard displayed is determined by the execution type of the project. My question is, if we create a custom dashboard, that would affect all projects of that execution type, correct? Is it possible to set different dashboards for each project dynamically? Or would a new execute type need to be established for each custom dashboard?

Thank You

[Rajesh_Singh · Accepted solution]

@Lisa Conn 

In ServiceNow Project Portfolio Management (PPM), the execution type of a project typically determines the type of dashboard that is displayed. The script include you mentioned, "PMViewDataUtils", is likely used to define how data is retrieved and displayed for these dashboards.

If you were to customize a dashboard for a specific execution type, it would affect all projects of that execution type. If you wanted to have a unique dashboard for each project, you would need a way to dynamically determine which dashboard to show. This could involve creating a new execution type for each custom dashboard, but that could quickly become unwieldy if you have many projects.

Another possible approach could be to add a custom field to the project record that specifies which dashboard to use, and then modify the "PMViewDataUtils" script include to check this field and display the appropriate dashboard. This would allow you to set a different dashboard for each project without needing to create a new execution type.