1. Administrator Guide
  2. Home Application Setup
  3. Next-Generation Homepage and Dashboards Setup

Next-Generation Homepage and Dashboards Setup

When enabled for your company's SuiteProjects Pro account, the next-generation homepage or dashboards are available in addition to (and not in replacement of) the classic homepage or dashboards by default. There are two Home or Dashboard items in the main navigation menu:

Account administrators control who can view the classic homepage and the classic dashboards by role permission when the next-generation homepage or dashboards are enabled. To hide the classic homepage or dashboards for users with a specific role, go to Administration > Users > Roles > [Select a role], check the Disable legacy homepage or Disable legacy dashboard box, and click Save.

Employees can personalize the next-generation homepage and dashboards to show lists, reports and charts with the information that is relevant to them. For more information about the next-generation homepage and dashboards, see Getting Started with the Next-Generation Homepage and Dashboards.

Account administrators and user with the relevant role permission can use the Bulk employee change wizard to copy the next-generation homepage setup and the next-generation dashboards section from one employee to other employees, or to all employees in one department. This enables you to create a template and use this template as the default homepage or dashboards setup for other employees. See Making Changes to Multiple Employee Records at the Same Time.

In the bulk employee change wizard, select Home (new) personalization or Dashboard (new) personalization under Information to copy. This option replaces all personalization and content set up for the next-generation homepage or dashboards that the destination employees may have. This action cannot be undone.

After the setup is copied to an employee's homepage or dashboards, this employee can make changes to homepage or dashboards and personalize them.

Homepage and Dashboards Setup Sharing Best Practice

The homepage and dashboards setup can contain list or report content configuration parameters that are not available to some target users.

Review the following best practice guidelines:

  • For list content:

    • Make sure target users have access to the application (module) containing the list and to the object list.

    • Use a public list layout. If the selected list layout is no longer public or no longer exists after the homepage or dashboards were copied to other users, the homepage or dashboards for these other users show the list with the standard layout instead of the custom layout selected in the list portlet setup.

    • Remember that saved filters are available on a per-user basis only. The selected list filter is ignored if it is not available for the target user.

  • For report content, share reports used in the homepage with target users before copying the homepage or dashboards setup.