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Title:  Creating Lists on Your Dashboard

Brief description:

Unanet supports the creation of custom Lists on Dashboards, such as Home, Projects, People, and Reports. Lists are an easy way to make information such as Project or People Lists, or Resource Assignments to a given Project quickly accessible with one click.  This section describes the steps to create and save a List to a user’s local dashboard.

What’s covered in this document:

Creating a List

Example: List People Assignments for a specific Project

Step 1 - Find the specific project by searching from the Project dashboard by Project Code. 

Step 2 - Edit the Project to get to the Project Profile page.

Step 3 – Select People Assignments and click on the List tab to see all the People assigned to this Project.

Step 4 – Once you have the information that you need in a view with appropriate filters, date ranges, etc., click the Search tab where you can Save Criteria to save this List to the selected dashboard.

Lists can be renamed and saved to any or all available dashboards for quick and easy regular access.


Additional Information

Help Docs - Project People Assignments

Help Docs - Reports Dashboard

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