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Basic Customization of Dashboard

Basic Customization of Dashboard

  • Allow users to customize which column headings are used in the Outstanding Work and Bookmarks sections of Dashboards, similar to creating custom views in the ECO and ER workspaces. Currently the column headings are fixed.
  • Allow users to sort charts on Dashboard, and to set Charts section to be expanded by default. Currently, charts are sorted at random, so related charts to not appear adjacent to one another.
  • More than 10 items viewable in Outstanding Work, Bookmarks, and Recent Items sections
    • Possibly allow users to maximize each section so page size is only limitation-- on vertical monitor full screen zoomed out, should be able to see like 50 list items
    • Possibly a separate page for each section when you click the header?
    • Possibly allow Outstanding Work and Bookmarks to be side-by-side column lists limited in viewable number of items only by window sizing?
  • While you can make these customization in the various workspaces, the Dashboard is currently the only place where data is pulled in from multiple workspaces, but you can only see 10 items at a time, and can't change column headings to display useful information.
6 Comments
Status changed to: Gathering Support

Hi @Anonymous ,

 

Thanks for the feedback. As I posted in the other idea, I'll relay this to our user experience team.

 

Giliar Perez
Product Owner - Fusion Lifecycle
Autodesk Canada Co.

Hello,

 

I fully agree with the fact to be able to have a personalized dashboard.  I would also like to add the possibility to define which tab is standard Open or Closed, since depending on the user, certain tabs are simply not used, while others are standard closed, which you want to be open.

Pate.MacKenna
Enthusiast

...the Dashboard is currently the only place where data is pulled in from multiple workspaces...

This is the only appeal of the dashboard in my opinion but it's simply unreliable due to the likelihood that one could miss something that's either buried down the list or simply unavailable for display.

 

Users in my organization are often responsible for records across numerous workspaces and have to manage multiple views in each on a daily basis.  Outstanding Work and Bookmarks both need full access to column customization to provide us with any real value.  Filters probably aren't needed for Bookmarks.

Bump,

 

Dashboard is virtually useless for users with permissions across multiple stages of the workflow .

 

Right now my dashboard has over 100 items in it, five of which I actually care about, and I have no way to filter out the chaff.

Dashboard Improvement - Filter Function
For users with many permissions, the dashboard is filled with a lot of tasks. It would be a big improvement if the dashboard would also contain a filter function to hide workspaces or show only certain workspaces, for example.

Other example: Due date filter to e.g. "next 7 Days" to see the workload.

pate_mackenna
Contributor

I was reminded of this idea submission as I was sharing some pain points about Fusion Manage yesterday.  Here's what I've found after comparing the software, as it is now, with the state as of my last post. 

 

  1. Currently, "My Outstanding Work" has filters and a vertical scroll bar -- Great!  (Not sure when these were added)
  2. Unlike the individual workspace views, the filters have no saved states; you can't toggle them on/off.  They simply filter for whatever's been typed in the box.  This makes it less than ideal when you need to quickly cycle through multiple projects... but it's better than nothing.
  3. Clearly it does not let you customize the columns, so the only way to sort/filter by a custom field is to use the Item Descriptor column.  As-is, this allows us to filter by our "project number" property, since it's included in our Item Descriptors.  However, the column can only filter for a single keyword/value -- that means we can only filter for one of the Item Descriptor's properties at a time.

Our main goal is to make "My Outstanding Work" display our personal assignments.  In our system, this info is captured in a custom workspace field called "Assignee".  While it's possible for us to include "Assignee" in our Item Descriptors, we would never do this, since "Assignee" is constantly changing and "Item Descriptor" is a field that we expect to contain only stable information.

 

After talking with my PLM admin, we feel that adding a secondary item descriptor or similar system-recognized field (plain text) to "My Outstanding Work" could be a solution.

 

Other workarounds we discussed but seemed problematic:

  • enable users to indefinitely delegate items to themselves, then they can filter the "Delegations" column to see their assignments.
  • Add a checkbox to workspace fields so their inclusion under "My Outstanding Work" can be controlled at the admin level.

Without a solution, we find the Dashboard's function as a summary of outstanding work is compromised for anyone who's role requires greater project oversight (like a PE/PM), yet is responsible for their own assignments, i.e. Principal Engineer.

 

It seems like the groundwork needed to realize this idea has been laid, but the product falls short of the actual needs implied by the other commenters.

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