Using the PSA Project Burnup Plus (Embedded) Dashboard Configuration Page

You can access the dashboard configuration page from the PSA Project Burnup Plus (Embedded) dashboard. The dashboard configuration page enables you to choose whether the current month is displayed as scheduled or actual data in the Project Trend Prediction chart on the PSA Project Burnup Plus (Embedded) dashboard. The configuration page is not supported on mobile devices.

To perform these steps, ensure that you:

  • Have the Analytics Platform Admin permission set.
  • Are using the Analytics Studio app (not the Analytics app).

To configure your dashboards:

  1. From the PSA Project Burnup Plus (Embedded) dashboard, click to open the dashboard configuration page.
  2. Click Edit. To perform this step and continue with the configuration, you need the Analytics Platform Admin permission set.
  3. Click More actions menu button., then select Pick Initial Values.
  4. Select how you want the current month data to display on the trend chart.
  5. Click Done to save your selection.
  6. [Optional] Click Preview to enter preview mode and view your changes.
  7. Click Save.
  8. Click to return to the PSA Project Burnup Plus (Embedded) dashboard.

The current month data display on the Project Trend Prediction chart is configured. To update the setting at any time from Analytics Studio, click in the PSA Project Burnup Plus (Embedded) dashboard.

For more information about dashboards in PS Cloud Analytics, see Using PS Cloud Analytics.

See the Salesforce Help for general information about using dashboards in Analytics.