Dashboard and Charts configuration


Create Dashboard

Dashboards are used to display Charts and Embeds that provide project insights.

  1. Click on Settings > Project > Dashboards.
  2. To create a dashboard, click on Add Dashboard.
  3. Enter the dashboard Name.
  4. Click Create Dashboard.
  5. To edit a dashboard name, click on  , change the dashboard Name and click Update Dashboard.
  6. To delete a dashboard, click  .
  7. To re-order the dashboard, click on   and drag the dashboard to the desired position.

Notes: There are three standard Dashboards available which can be added to a project by creating a new Dashboard with the following Name(s)*:

Create Chart

Charts can be used to visualise cost and progress data.

  1. Click on Settings > Project > Charts.
  2. To create a chart, click on Add Chart.
  3. Enter the chart Name.
  4. Select the Chart type (refer to below table).
  5. Populate the Chart Options.
  6. Click on Create Chart.
  7. To edit a chart, click on  , make changes to the chart and click Update Chart.
  8. To delete a chart, click  .

Chart Types

Create Embed

Embeds are used to display external system data located in a publicly accessible web page, via a Dashboard.

  1. Click on Settings > Project > Embeds.
  2. To create an embed, click on Add Embed.
  3. Enter the embed Name.
  4. To fill the entire dashboard window with the embed, select Fill dashboard.
  5. Add a Description.
  6. Add the URL for the embed.
  7. Click Create Embed or Create and Add Another.
  8. To edit an embed name, click on  , update as required and click Update Embed.

Add Charts and Embeds to Dashboards

Charts and Embeds must be added to one or more Dashboards for display within SYNCHRO Perform.

  1. Click on Settings > Project > Dashboards.
  2. Click on the name of the dashboard to add a chart or Embed.
  3. To add a Chart, select the Chart Name from the dropdown list and click Add chart.
  4. To add an Embed, select the Embed Name from the dropdown list and click Add embed.
  5. To remove a Chart or Embed from the Dashboard click the   icon next to the Chart or Embed name.
  6. To view the Dashboard, go to Project > Dashboard in the Perform menu.

Note: Charts and Embeds appear in the Dashboard in the order they are added. To re-order the Charts or Embeds you need to remove them and re-add them using the process described above.