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As a creator of dashboard template for a required unit, ensure that the following conditions are met:
You have the Key Staff permissions.
The target project or stream exists on the PERF platform.
Save dashboard as a template
Select the required unit.
Click Perf, and then open the Delivery Metrics
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page.
On the Delivery Metrics
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page, on the upper right, click Settings → Save as Template.
The Save as Template dialog box opens.
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On the dialog box, specify Template Name and Template Description (optional).
Click Save. The system saves your dashboard as a template registered on your name.
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Metrics are saved with default settings. If you rename a metric or change it setting (for example, How many last values to display), the saved template will not have these changes.
Custom Metrics are not saved in the template.
Manage dashboard templates
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| Info |
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You can delete only those templates that you created yourself. |
View templates
Select the required unit.
Click Perf, and then open the Delivery Metrics
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page.
On the Delivery Metrics
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page, on the upper right, click Settings → Manage Templates.
The Manage Templates dialog box opens.View your templates, and then click Close.
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Delete template
Select the required unit.
Click Perf, and then open the Delivery Metrics
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page.
On the Delivery Metrics
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page, on the upper right, click Settings → Manage Templates.
The Manage Templates dialog box opens.
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In the template list, choose the template to be deleted, and click the respective basket icon.
The deletion confirmation dialog box opens.On the dialog box, click Delete. The system deletes the selected dashboard template.
Click Close.
| Tip |
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Deleting a dashboard template doesn't affect those units this template was applied to. All the units retain their dashboard configuration. |
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The procedure of applying a dashboard template to multiple nodes includes three steps:
Select template
Select nodes
Apply the template to the selected nodes
| Info |
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You can apply templates only to projects or streams where you have Key Staff permissions. |
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Goal: Select a template from the list of your personal or default templates to apply the template to the number of nodes.
To select a template:
Select the required unit.
Click Perf, and then open the Delivery Metrics
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page.
On the Delivery Metrics
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page, on the upper right, click Settings → Apply Template.
The Apply Template dialog box opens.On the dialog box, open the Personal tab for custom templates, or the Default tab for default templates, and then select the required template.
Click Next.
The Apply Template\Select Units dialog box opens.
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Step 2. Select nodes
Goal: Select nodes to apply the selected template.
To select nodes to apply the template:
Using the Select all or Include all subordinates options by your choice, select the required units.
Optional. To view only selected nodes on the next steps, select Show only <N> selected.
Click Next. The Apply Template\Apply Template dialog box opens.
Fig. 6..Apply Template: Controls to facilitate multiple selection of units
There are several options to facilitate your selection and improve your user experience while working with a great number of nodes:
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To apply the template to the selected nodes:
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.
Fig. 7..Apply template: check your selected units before applying the template
Check the confirmation message, and then click Done.
The system applied the selected template to the selected nodes.
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