Choose a Favorite Dashboard

In previous versions of SLIM-Collaborate, the initial dashboard displayed when users accessed a project or portfolio dashboard defaulted to their last-used dashboard.  Starting with the 4.0 release, users can optionally select a Favorite dashboard that will always load first.  To favorite a dashboard, simply expand the Dashboard Selector and rest your cursor over the dashboard you wish to Favorite. A small set of icons (depending on the permissions in your default user role) will appear to the right of the dashboard name:

 

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Click the heart icon to select the dashboard as your new favorite.  The heart icon will replace the generic icon to the left of the dashboard name, and a broken “unfavorite” icon will replace the heart icon in the toolbar to the right of the dashboard name.

 

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Favorite dashboards – like the selection of charts and reports available for selection – are unique to the current dashboard. This means that you can have separate favorites – or no favorite – for the Closeout, Estimation, Contingency, and Portfolio dashboards.  Once favorited, a dashboard remains the “default” or initially loaded dashboard until you either:

 

      Unfavorite the dashboard by clicking the broken heart icon, or

      Select another dashboard as your favorite.

 

If you have no current favorite dashboard (or choose to unfavorite a dashboard without selecting a new one), the last-used dashboard will become your new default dashboard.