Dashboard Personalization

Owned by Manoj Kumar Srivastava
Last updated: Nov 16, 2023 by Mamatha Paccha
3 min read

 

Instance level KPI personalization

 

Dashboard Config.

Dashboard Config. tab under settings only visible to superadmin user to allow enable or disable the kpis of all configured dashboard categories on instance level. Below listed are steps for applying these settings to your Dashboard.

Step 1

Log in to PSknowHOW → Click on the Brand logo and then go to Settings.

Step 2

On the screen below click on 'Dashboard Config'. There you can see the Scrum/Kanban/Others tab and select the ON / OFF switch per KPI. In the 'Others' section you can toggle the visibility for the 'KPI Maturity' tab and Backlog tab kpis.

Good to know

  • If you disable a KPI or menu entry, you can re-enable it at any point in time. No data is deleted.

  • The calculation of the KPI Maturity will continue to happen in the background and is not affected if disabled.

  • You can select/deselect any number KPI's.

  • The SHOW/HIDE button should show the kpis which are enabled by superadmin user on each dashboard, if superadmin disable some kpi on any category those kpis will not be visible on SHOW/HIDE of that dashboard for all users.

Project level KPI Personalization

User has the ability to disable KPIs for a project in KnowHOW. In the event, he does do, the behaviour of filters and personalization will be as follows

 

 

 

 

 

 

 

Single Project selection

Only the enabled KPIs by admins should show up.

 

Multiple project selection

When a user selects multiple projects, only the common enable KPIs by their respective project admin should show up.

 

Parent node selection

1 Child has a KPI enabled

2nd Child has KPI disabled

All the KPIs will be shown

 

 

User level KPI Personalization

SHOW/HIDE button on each dashboard allow user to design their own customized dashboard by disable/enable kpis. The changes made on these dashboards are user specific. Below listed are steps for applying these settings to your Dashboard.

Step 1

Log in to PSknowHOW → Navigate to dashboard and click on SHOW/HIDE

Step 2

Switch ON/OFF the kpis and click on save, user can see only enabled kpis on dashboard

Good to know

  • The changed configuration should be available to the user for the subsequent logins.

  • For the first time logged in user, all KPI Graphs are shown.

  • If user switch ON/OFF the kpis on any category dashboard from SHOW/HIDE button after saving, those changes will be shown only for that particular user.

Renaming your dashboard

PSknowhow provides the user an ability to rename the MY KNOWHOW dashboard where all the KPIs would be available to navigate through. Below listed are steps for applying these settings to your Dashboard.

Step 1

Log in to PSknowHOW → Click on Edit icon of MY KNOWHOW tab

Step 2

Good to know

  • Above personalization renders for individual users. Any change in dashboard renaming will not reflect to other users.

 

 

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