Embedding the PSA Project Scheduling Risk Dashboard

To embed the PSA Project Scheduling Risk dashboard:

  1. Edit the Lightning page you want to add the PSA Project Scheduling Risk 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 Scheduling Risk.
  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 Scheduling Risk".
  8. In Height, set the dashboard height. We recommend 1090 pixels. If you are embedding the dashboard in a workspace, go to step 17. If you are embedding the dashboard in a record page, continue to step 9.
  9. Click + Add Dashboard Filter.
  10. In Data Source, select "Project Reporting".
  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.