Configure the P2i Main Dashboard

The following scenario instructions are to move the QUICK LINKS portlet from the first position of the middle column to the first column top left position on the Main Dashboard.

1. Place the mouse cursor over the portlet heading (e.g. QUICK LINKS).



2. Drag the portlet to a new position. Available positions display with a green tick where portlet can be dropped.



3. The portlet appears in the position it was dragged to.

The dashboard can be rearranged into different layouts depending on whether the preference is for one, two or three columns of portlets.

1. Click (Configuration icon) at the top right of the screen.

   

2. Select one of the available layouts in the SET COLUMNS list.

   

Note Selecting a layout automatically returns to the P2iMain Dashboard with the new layout applied.

When moving from a 2-column layout to a 3-column layout, rearrange portlets so they appear in the third column.

3. Review the new layout and rearrange portlets as required.

   

The following scenario instructions are to add another dashboard tab an place a contract based portlet on the tab.

1. Click + at top right of screen.

   

2. Enter a Title and click Create New Tab.

   

3. The tab is added to the dashboard.

   

4. Click (Configuration icon) at the top right of the screen.

5. Select one of the available portlets in the ADD PORTLETS list.

   

6. Click X in top right of the dialog box.

7. Review the tab and rearrange portlets as required.