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This page will teach you how to publish an AAM Dashboard to a project workspace. When you share a dashboard or report, you'll likely want to apply a dynamic filter to show only the data relevant to that project. For example, rather than building one dashboard for each project in your organization, you build one master dashboard which contains data about all projects. When someone views this master dashboard through a project workspace, we'll apply a dynamic filter to only show data about the current project.

You cannot share AAM reports to project workspaces.

Project Workspaces are accessible from your Topics | Project Workspaces link or by visiting this link - https://app.projectorpsa.com/workspace


You do not need to share dashboards with users to view them in project workspaces. This is an easy misconception to have as you do need to do this for Performance Dashboards. XXXXX


Publish Dashboard

Dashboards are not interactive. You cannot apply dynamic filters or drill into the details. To share a dashboard, follow these steps.

  1. Go to the dashboard you want to share in AAM
  2. Click the Share button 

  3. Enter a unique alias and click Set. I like to use a prefix of 'db' to indicate this is a dashboard, followed by the dashboards name separated by hyphens. This makes it easier to find and edit the dashboard. 
  4. Management Portal - edit a project and go to the Project Workspace tab

    You'll likely want to set this up at the engagement type level too. That way the settings are automatically applied to new projects.

    1. Tab Name - give the dashboard a name that will be shown in Projector Web

    2. Alias - enter the alias you created. In this example I used 'db-workspace-project-performance'
    3. Parameters - leave blank for now. See Apply Dynamic Filtering section of this page if you want to filter down to a single project or engagement
    4. Allows access to - tick the checkboxes for who should get to see the data. If you limit it to managers, make sure you are on the management team at least temporarily so you can check your configuration. 

Apply Dynamic Filtering

Dynamic filtering allows you to take a report about many projects and filter it to data about just one project. This is super useful when looking at project workspaces! 

Filtering can be tricky to get set up properly. There are several areas you'll need to touch to get things working.

  • Dashboard
  • Underlying reports of that dashboard
  • Project Workspace tab of a project

The reason it is tricky is because Dashboards do not have filters. Only Reports have filters. So to apply filtering, you must go to each report which makes up the dashboard, define a filter on it, and then enter that filter in the project workspace parameters field.


Specify Filter in AAM Reports

First, go back to your dashboard in AAM. For each report shown on the dashboard which should be filtered, follow these steps. 

  1. Edit the report
  2. Click the Variables and Filters button

  3. Click Edit

  4. Choose Filter from the dropdown list and enter a name by replacing "parameter1". Click Add

    Choosing a name

    Your name should have no spaces and no special characters. If you have multiple reports underlying the dashboard, you need to use the same name in all the reports.


     

  5. From the newly added dropdown box, choose the attribute you want to filter on. Project code is the most frequent choice.
  6. Click Save. Repeat for each additional report underlying your dashboard.


Specify Filter in Project Workspace

Now you have to take the name(s) you used in the first section and enter them into your project workspace Parameters area.

  1. Edit your project in Projector and go to the Workspace tab
  2. Find the Parameters field
  3. Enter 'resetvariables&'
  4. Enter the parameter name you chose + '=' and the matching short code from the list below

    {0} = Project Code
    {1} = Engagement Code
    {2} = Project Unique Identifier
    {3} = Engagement Unique Identifier
    {4} = Contract Line Item Code
    {5} = Contract Line Item Unique Identifier
    {6} = Client Number
    {7} = client Unique Identifier


  5. You can add multiple filters by using the "&" symbol. For example, ProjectCode={0}&ProjectManager=Tom

Attribute Codes

You can also filter using attribute codes. For example, L_PROJECT_CODE={0}. We discourage this method because it can cause problems if you have one dashboard which requires separate filters. For example, you have a project workspace dashboard that shows:

  • Engagement level view of hours to date driven by a project portfolio report
  • Project level view of budget to date driven by a ginsu report

 If you were to use L_PROJECT_CODE it would filter both views by project, which would be bad. You don't want the engagement view to filter based on project data. You want it filtered based on engagement data.

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