Embedding the PSA Project Burnup Plus (Embedded) Dashboard

To embed the PSA Project Burnup Plus (Embedded) dashboard:

  1. Edit the Lightning page you want to add the PSA Project Burnup Plus (Embedded) dashboard to.
  2. In the Tabs panel, click Add Tab.
  3. Click the new tab, then in Tab Label, select "Custom".
  4. In Custom Label, enter Project Burnup Plus.
  5. Click Done.
  6. Drag and drop the CRM Analytics Dashboard component from the Components panel to the new tab.
  7. In Dashboard on the CRM Analytics Dashboard panel, select "PSA Project Burnup Plus (Embedded)".
  8. In Height, set the dashboard height. We recommend 720 pixels.
  9. Click + Add Dashboard Filter.
  10. In Data Source, select "Billings".
  11. In Data Source Field, select "Project ID".
  12. In Operator, select "Equals".
  13. Click Select.
  14. In Select Field, select "Record ID".
  15. Click Done.
  16. Click OK.
  17. Deselect Include Share and Download Options.
  18. Deselect Show Title.
  19. Deselect Show Header.
  20. In Open Dashboard, select "Disable open dashboard feature".
  21. Select Open Links in New Windows.
  22. Select Hide on Error.
  23. Click Save.