Contents

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.

Create dashboard template

This section describes how to introduce your preferred PERF dashboard as a dashboard template for a further population of your projects and streams.

Prerequisites

As a creator of dashboard template for a required unit, ensure that the following conditions are met:

1. You have the Key Staff permissions.

2. The target project or stream exists on the PERF platform.

Save dashboard as a template

1. Select the required unit.

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

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

   Open

   

   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. 
   
   
   

   Open

   

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

    

Manage dashboard templates

Managing dashboard templates includes two operations:

• View templates

• Delete template

View templates

1. Select the required unit.

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

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

4. View your templates, and then click Close.
   
   

Delete template

1. Select the required unit.

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

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

    

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.
   
   

Apply dashboard template

The procedure of applying a dashboard template to multiple nodes includes three steps:

1. Select template

2. Select nodes

3. Apply the template to the selected nodes

Step 1. Select template

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:

1. Select the required unit.

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

3. On the Delivery Metrics page, 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. 
   
   

    

Step 2. Select nodes

Goal: Select nodes to apply the selected template.

To select nodes to apply the template:

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.
   
   

   
   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:

Step 3. Apply template to selected nodes

Goal: Apply the selected dashboard template to the selected nodes. 

To apply the template to the selected nodes:

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.
   
   
   

   
   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.

Fig. 8..Apply Template: Template application confirmation