Set the Dashboard View Permissions

You can set permissions to make different Portfolio views available to your end users.

• Required User Permissions

1. Navigate to the company's Portfolio tool.

2. Click Configure Settings .

3. Click Dashboard View Permissions.
   

4. For each view, select Read-Only, Standard, or Admin to set the minimum Portfolio tool permission level required to access it.

   • Thumbnails. Gives users the ability to view project thumbnails in Projects view.

   • Portfolio List. Gives users the ability to view the projects on the Portfolio List in the the Projects view.

   • Map. Gives users the ability to view project on a map in the Projects view.

   • Overview. Gives users the ability to view a project overview list in the Projects view.

   • Commitment Summary. Gives users the ability to view the commitment summary under Financial Views.

   • Contract Summary. Gives users the ability to view the contract summary under Financial Views.

   • Contract Variance. Gives users the ability to view the contract variance under Financial Views.

   • Executive Dashboard. Gives users the ability to see the Executive dashboard.

   • Budget Variance. Gives users the ability to view the budget variance under Financial Views.

5. Click Update.