Widgets can be added to the home page and customized, providing users a quick snapshot of the content or information that is most relevant to them.
NOTE: |
Custom widgets will not be upgraded and migrated to the Management Center. You will no longer be able to create custom widgets, but default widgets functionality will remain the same. |
Available widgets include:
- Documentation Status- Displays the status for documents within a specific project.
- Glossary- Displays glossary statistics and links to key glossary areas.
- My Alerts- Displays notifications about changes to content which you have subscribed. This widget is displayed by default.
- My Favorites- Displays links to content, discussions, or folders that you have added to your list of favorites. This widget is displayed by default.
- My Projects- Displays links to all projects to which you have access. This widget is displayed by default.
- Publishing- Displays publishing statistics and links to key publishing areas.
- Report- Displays results of a selected report.
NOTE:
Report widgets are not automatically refreshed. Report information is pulled from a cache created the first time a report widget is created. When a report widget is modified or deleted the cache is deleted and will be recreated the next time the home page is loaded. Caches help prevent performance issues that may result when running reports. Caches are user specific and are deleted when a user account is deleted. For more information on refreshing a widget, refer to Refreshing a Widget.
Adding a Widget
- Click Dashboard on the navigation bar of the Management Center.
- Click Add Widgets.
- Browse through the Widget Listing.
- Click Add It Now under the widget you want to add.
- Complete the following configuration settings, as needed. Configuration settings are based on the widget type.
Field
Description
Start minimized
Select this option to display only the widget heading on the home page. The widget can be expanded by clicking the +on the widget header.
Visible items
Enter the number of items to display in the widget.
NOTE: If 0 is entered, all items will be displayed.
Report Properties
Select a report type from the drop-down list.
NOTE: Custom reports with variable filters do not display.
Refer to Introduction To Reporting for more information about the different report types.
Display Type
Select a display option from the drop-down list.
Options include: Pie Chart, Bar Chart, Line Chart, or Full Report.
Grouped By
Select a grouping option from the drop-down list.
Sort By
Select a sorting option from the drop-down list.
Sort Order
Select Ascending or Descending from the drop-down list.
Required Parameters Value
Select a filter value(s) from the drop-down list.
- Click Add Widget.
- Complete Steps 3-6 as needed for additional widgets.
- Click Close.
- Perform any of the following options:
NOTE:
For more information on reverting back to the default page layout and widgets, refer to Using The Management Center Dashboard.
If You Want To
Then
Configure a Widget
- Click the down arrow on the widget title bar.
- Click Configure.
- Edit settings.
- Click Save.
Refresh a Widget
- Click the down arrow on the widget title bar.
- Click Refresh.
Remove a Widget
- Click the down arrow on the widget title bar.
- Click Remove.
Move a Widget
- Click the widget title bar.
- Drag and drop it to the location you want.
NOTE: The Management Center dashboard layout is based on a two- or three-column layout. To edit the layout, refer to Using the Management Center Dashboard Layout.
Show report details
NOTE: This is only available for report widgets.
- Click on the links to show that item in the pie chart or click on the pie chart to highlight the corresponding item.
- Click Show Details in the bottom left corner of the report widget.
- Refer to Viewing Project Reports.
- Click X to close the Details window.