Embedding PS Cloud AI Analytics Dashboards in a Lightning Page

To embed the PSA Project Margin % Predictor (beta) dashboard in a Lightning page, we recommend you create a new tab in the Project Lightning Page layout:

1. From Setup | Object Manager | Project | Lightning Record Pages, open the Project Lightning Page.
2. Select the details tab component, then click Add Tab to create a new details tab.
3. Click the new details tab to edit it and change the tab label to custom.
4. Name your custom label "Project Margin % Predictor".
5. In the components panel search for the CRM Analytics Dashboard.
6. Drag and drop the CRM Analytics Dashboard component to the new tab.

To embed the PSA Staffing Risk Predictor (beta) dashboard in aLightning page, we recommend you create a new tab in the Project Lightning Page layout:

1. From Setup | Object Manager | Project | Lightning Record Pages, open the Project Lightning Page.
2. Select the details tab component, then click Add Tab to create a new details tab.
3. Click the new details tab to edit it and change the tab label to custom.
4. Name your custom label "Staffing Risk Predictor".
5. In the components panel search for the CRM Analytics Dashboard.
6. Drag and drop the CRM Analytics Dashboard component to the new tab.

1. Select the CRM Analytics Dashboard to open its configuration panel.
2. Search for and select the PSA Project Margin % Predictor (beta) dashboard to display.
3. Set the height for this embedded dashboard. We recommend you use 450 pixels for this setting.
4. Expand the Dashboard Filters section .
5. Click Filter Builder, then click + Add Dashboard Filter.
6. Select the Project Margin dataset.
7. Select the Project ID dataset field.
8. Select the Equals operator.
9. Select the Record ID object field, then click OK.

1. Select the CRM Analytics Dashboard to open its configuration panel.
2. Search for and select the PSA Staffing Risk Predictor (beta) dashboard to display.
3. Set the height for this embedded dashboard. We recommend you use 720 pixels for this setting.
4. Expand the Dashboard Filters section .
5. Click Filter Builder, then click + Add Dashboard Filter.
6. Select the Days to Staff dataset.
7. Select the Project ID dataset field.
8. Select the Equals operator.
9. Select the Record ID object field, then click OK.