Embedding the PSA Project Forecast Dashboard

To embed the PSA Project Forecast dashboard:

  1. Edit the Project Lightning page in the Lightning App Builder.
  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. In Custom Label, enter Project Forecast.
  5. Drag and drop the CRM Analytics Dashboard component from the components panel to the new tab.
  6. In the Dashboard field, select "PSA Project Forecast".
  7. Set the height for the embedded dashboard. We recommend 1200 pixels when Show Header is selected.
  8. Click + Add Dashboard Filter.
  9. In Data Source, select "Services Forecast Reporting".
  10. In Data Source Field, "Project ID".
  11. In Operator, select "Equals".
  12. Click Select.
  13. In Select Field, select "Record ID".
  14. Click Done.
  15. Click OK.
  16. Deselect Include Share and Download Options.
  17. Deselect Show Title.
  18. Click Save and Activate.