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The dashboard replication functionality allows you to create your personal dashboard template with preferred delivery metrics and apply it to single or multiple projects and streams, where you have the Key Staff permissions.

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1. Select the required unit.

2. Click Perf, and then open the Delivery Metrics tab.

3. On the Delivery Metrics tab, on the upper right, click Settings → Save as Template.
   The Save as Template dialog box opens.
   

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   Fig. 1 ..Save your preferred dashboard as a template
   

4. On the dialog box, specify Template Name and Template Description (optional).

5. Click Save. The system saves your dashboard as a template registered on your name. 
   

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   Fig. 2. Save as template: set template name and description 

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1. Select the required unit.

2. Click Perf, and then open the Delivery Metrics tab.

3. On the Delivery Metrics tab, on the upper right, click Settings → Manage Templates.
   The Manage Templates dialog box opens.

4. View your templates, and then click Close.
   

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   Fig. 3...Manage templates: view list of your templates

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1. Select the required unit.

2. Click Perf, and then open the Delivery Metrics tab.

3. On the Delivery Metrics tab, on the upper right, click Settings → Manage Templates.
   The Manage Templates dialog box opens.
   

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   Fig. 4...Manage templates: delete a template
   

4. In the template list, choose the template to be deleted, and click the respective basket icon.
   The deletion confirmation dialog box opens.

5. On the dialog box, click Delete. The system deletes the selected dashboard template.

6. Click Close.
   

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1. Select the required unit.

2. Click Perf, and then open the Delivery Metrics tab.

3. On the Delivery Metrics tab, on the upper right, click Settings → Apply Template.
   The Apply Template dialog box opens.

4. On the dialog box, open the Personal tab for custom templates, or the Default tab for default templates, and then select the required template.

5. Click Next.
   The Apply Template\Select Units dialog box opens. 
   

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   Fig. 5..Apply Template: Select a template on the Personal tab 

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1. Using the Select all or Include all subordinates options by your choice, select the required units. 

2. Optional. To view only selected nodes on the next steps, select Show only <N> selected.

3. Click Next. The Apply Template\Apply Template dialog box opens.
   

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   Fig. 6..Apply Template: Controls to facilitate multiple selection of units

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1. On the Apply Template dialog box, check the list of nodes, and then click Apply.
   The system displays the progress of the process, and then sends the confirmation message.
   

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   Fig. 7..Apply template: check your selected units before applying the template

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