Using the PSA Project Forecast Dashboard Configuration Page

You can access the dashboard configuration page from the PSA Project Forecast dashboard. The dashboard configuration page enables you to choose whether to use budget data or target data as the source data for the dashboard's target values. The configuration page is not supported on mobile devices.

To perform these steps, ensure that you:

  • Have the Analytics Platform Admin permission set.
  • Are using the Analytics Studio app (not the Analytics app).

To configure your dashboards:

  1. From the PSA Project Forecast dashboard, click Configuration button to open the dashboard configuration page.
  2. Click Edit. To perform this step and continue with the configuration, you need the Analytics Platform Admin permission set.
  3. Click More actions menu button., then select Pick Initial Values.
  4. Select the type of data you want to use as the source data for the dashboard's target values. By default, this is set to "Budget Data".
  5. Click Done to save your selection.
  6. [Optional] Click Preview to enter preview mode and view your changes.
  7. Click Save.
  8. Click Configuration button to return to the PSA Project Forecast dashboard.

The source data for the dashboard's target values is configured. To update the setting at any time from Analytics Studio, click Configuration button in the PSA Project Forecast dashboard.

For more information about dashboards in PS Cloud Core Analytics, see Using PS Cloud Core Analytics.

See the Salesforce Help for general information about using dashboards in Analytics.