What a dashboard is

A dashboard replaces the fixed home page or project overview with blocks you choose yourself.

• Provided by the free Additionals plugin, used by all AlphaNodes plugins
• Available for the Redmine home page, every project overview and the HRM overview
• Each plugin brings its own blocks: lists, charts, counters, tags and more

Where dashboards live

Layout: four areas, any block

Who may do what

• Save dashboards: create and edit your own dashboards
• Share dashboards: make a dashboard visible to roles or to everyone
• Set system dashboards: define the default that everyone sees first

Permissions are set per role in the Redmine administration. Without them a user only sees dashboards shared with them.

Visibility and sharing

Good practice

• Changes are live, there is no undo. Keep the system default untouched as a fallback
• Build a dashboard of your own first, share it when it works, then make it the default
• Lock a finished dashboard so nobody rearranges it by accident
• Dashboards do not hide anything. Permissions decide what a block shows

Blocks by plugin

Saved queries as blocks

• Every saved query can become a block: issues, projects, time entries, contacts, DB entries and more
• Filter once, show the result where people look every day
• Shared dashboards need shared queries, otherwise the block stays empty for others

Some blocks load in the background and are cached briefly. While you edit the dashboard, an icon in the block header shows this.

The four steps

Step by step

1. Save the queries the team needs, visible to the right roles
2. Create a new dashboard instead of editing the system default
3. Add blocks, arrange them by drag and drop, check the result as a normal user
4. Share it with the roles, then set it as system default and lock it

Requirements

• Additionals plugin, free on GitHub, required by every AlphaNodes plugin
• Blocks come with the respective plugin: Reporting, HRM, DB, Passwords, ServiceDesk, DevOps, Wiki Guide, Timesheet and more
• The commercial plugins are available together as the Enterprise+ bundle