Adding and Removing Content on the Dashboard

Clicking the Add/Remove Content link adds content panels to the Dashboard.

Note: Security for adding content panels is enforced. If a non-supervisor user tries to add a panel from a tab where they are not a member of the allowed groups, a security message appears and the dashboard panel is not added.

You can add content panels from the following tabs:

• General Ledger
  • Cash Accounts
  • Cash Position
  • Income from Operations
  • Income and Expenses
  • Previous Year Income Comparison
  • Previous Year Expense Comparison
  • Budget vs. Actual Income
  • Budget vs. Actual Expense
  • Department Income and Expense
  • Department Budget vs. Actual Income
  • Department Budget vs. Actual Expense
  • Budgeted Expenses
• Payables
  • Payables Aging
  • Top Vendors
  • Expiring Vendor Discounts
  • Credit Card Accounts
• Receivables
  • Receivables Aging
  • Service Receivables Aging
  • Job Receivables Aging
  • Top Customers by Billing
  • Top Service Customers
  • Top Customers by $ Owed
  • Top Customers by Contract
• Projects
  • Under-Billed Jobs
  • Outstanding Change Orders
  • Job Costs by Cost Type
  • Job Contract, Budget, and Cost to Date
  • Job Cash Flow to Date
  • Job Uncommitted Budget
  • Today's Job Tasks
  • Tomorrow's Job Tasks
  • Payable Retention by Job
  • Receivable Retention
  • Job Hours Over Budget
• Alerts
  • My Alerts

In each tab, you add or remove the content panel. If the panel type allows multiple instances, the Add button changes to Add Another and a Remove All button is displayed above it. If you click the Remove button, the content panel is removed from the dashboard.

To add a content panel to the Dashboard:

Note: You may need to use the scroll bar to see the new content panel. You can move the content panel from its default placement. How?

To remove a content panel from the Dashboard:

Note: You can remove panels on the Dashboard by clicking the "X". If you use the "X," and have multiple instances of the same panel, you can just remove specific instances.