Home page (Widgets)

The Home page is the one displayed after a successful sign-in. It is represented by a full customizable dashboard with a set of widgets.

Your dashboard

It is possible to customize your dashboard as you want, in order to see quickly the main data and indicators.

Elements of the dashboard

The dashboard is composed by 3 main elements:

  • Pages
  • Rows
  • Widgets

Page

A page is simply a display of widgets. It is possible to navigate between the pages. There is a page that is the default one: it is firstly displayed when you reach your dashboard. At start, your dashboard has a unique page called “Default”.

Row

A row is a “template” to support widgets. It is called a “row” because the template defines an horizontal set of canvas with specific widths. A page is composed by a set of rows. At start, your dashboard contains 2 rows with each 2 canvas (one large, one small).

Widget

A widget is a functionality to display key data and indicators. It is placed in a canvas of a row, its width is adapting according to the width of the canvas. Some widget could be parameterized. At start, your dashboard contains the 4 following widget:

  • My active initiatives
  • Last created initiatives
  • Unread notifications
  • Help

Change the current page

The list of existing pages is displayed on the top left of the dashboard.

The current page is highlighted in blue. To change the current page simply clicks on the wished one in the pages selector.

Create a page

To create a page simply click on the “New page” button. A form is displayed with the following set of attributes:

Field Description
Name The name of the page. Could be updated later.
Default Check this box is the page should be the default one (firstly displayed when the dashboard is reached).

After filling the form, just click on the “Add” button to create the page.

Edit a page

To edit a page, click on the “Edit mode” button (top right).

The possible actions are:

  1. Set as default
  2. Rename page
  3. Delete page
  4. Exit
  5. Delete row
  6. Delete a widget
  7. Add a new widget
  8. Add row

Is is also possible to move a widget from a canvas to another.

Set as default

Put the page as the default one.

Only possible if the page is not already the default one.

Rename page

Change the name of the page.

Delete page

Delete the page.

All included rows and widgets will be also deleted.

Only possible if the page is not the default one.

Delete row

Delete a row from the page.

All included widgets will be also deleted.

Delete a widget

Delete the widget of the canvas, this last will become empty.

The configuration of the widget will be lost.

Add a new widget

Add a new widget for the canvas of a row.

Add row

Add a new row to the page.

A page could contain 4 rows at maximum.

Move a widget

To move a widget from a canvas to another, simple do a “drag and drop” on the wished widget.

If the destination is already containing a widget, then the concerned widgets are simply reverted.

Configure a widget

Some widgets could be configured: just click on the configure icon in the top right corner of the corresponding widget panel.

Only widgets with the configure icon could be configured.

It is possible to quit the configure mode of a widget by clicking on the display icon .

The configure and display icons of a widget are not available in the “Edit mode” of a page.

The Widgets

Last created initiatives

This widget shows the 5 last created Initiatives according to the user permissions.

By clicking on an Initiative then its identity card is displayed.

Unread notifications

This widgets shows the unread notifications of the sign in user.

By clicking on a Notification then the corresponding page is displayed (depending of the nature of the Notification).

Only the 5 last unread Notifications are displayed.

This widget shows useful links to BizDock functionalities.

Help

This widget shows useful links to the official support page of BizDock.

My active portfolios

This widget shows all the active Portfolios for which the current BizDock User is the Manager or a Stakeholder.

By clicking on a Portfolio then its identity card is displayed.

This widget is not available if the current User hasn't an Employee associated to him.

Seeing a Portfolio in the list does not imply that the BizDock user has the correct Permissions to see and manage it. Please refer to Portfolio's permissions for all details.

My active initiative

This widget shows all the active Initiatives/Releases for which the current BizDock User is the Manager or a Stakeholder.

By clicking on an Initiative then its identity card is displayed.

This widget is not available if the current User hasn't an Employee associated to him.

Seeing an Initiative/Release in the list does not imply that the BizDock user has the correct Permissions to see and manage it. Please refer to Initiative's permissions for all details.

My staff

This widget shows all the active Employees and Org Units for which the current BizDock User is the Manager.

By clicking on an Employee then its identity card is displayed.

By clicking on an Org Unit then its identity card is displayed.

This widget is not available if the current User hasn't an Employee associated to him.

Initiative's KPI

This widgets shows a specific KPI for a selected Initiative.

Configuration

After adding this widget, the configuration page is displayed in order to select a KPI and an Initiative.

Permissions

This widgets deals with the following permissions:

  • For all KPI, the user should be authorized as “View complete data” (more details here) for the selected Initiative/Release.
  • For a non-displayed KPI (more details here), the user should be authorized as “View financial data” (more details here) for the selected Initiative/Release.

Timesheets of subordinates

This widget contains:

  • the list of Timesheets to review
  • the list of late Timesheets (for the current User's subordinates)

By clicking on a Timesheet then its details is displayed.

This widget is not available if the current User hasn't an Employee associated to him.

The list of Timesheets to review is displayed only if the “Approve timesheet” is enabled. The “Approve timesheet” flag can be configured in the System preferences.

Timesheets to review

The “Timesheets to review” table contains all submitted Timesheets of the employees of the sign-in user. He can directly approve one by clicking on the “Approve” button (at the end of each row) or display the details of a Timesheet by clicking on the row.

The details of a Timesheet is similar to the page to fill a Timesheet, except:

  • This is never possible to update the Timesheet,
  • It's possible to approve or reject the Timesheet (only if the status is “Submitted”, “Approved” or “Rejected”).

Late timesheets

The “Late timesheets” table contains all late Timesheets of the BizDock User's subordinates. A Timesheet is considered as late if it is “Open”, “Rejected” or “Unlocked” and concerns a past period.

The number of maximal past period to consider is defined in the System preferences. For instance if the value is “5”, then the “Late timesheets” table contains all late Timesheets for the 5 past weeks.

It's possible to send a reminder to the employee by clicking on the “Bell” icon.

My active budget buckets

The widget contains:

  • The list of active Budget Buckets for which the user is the owner
  • The list of active Budget Buckets for which a subordinate (direct or not) of the user is the owner

By clicking on a Budget Bucket then its identity card is displayed.

This widget is not available if the current User hasn't an Employee associated to him.