Embedding the PSA Project Billings Dashboard

To embed the PSA Project Billings dashboard:

  1. Edit the Lightning page you want to add the PSA Project Billings 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 Billings.
  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 Billings".
  8. In Height, set the dashboard height. We recommend 800 pixels.
  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 Show Title.
  18. Deselect Show Header.
  19. In Open Dashboard, select "Disable open dashboard feature".
  20. Select Open Links in New Window.
  21. Select Hide on Error.
  22. Click Save.