Managing Dashboards
Creating Dashboards
To create a new dashboard:
1. Navigate to the Designer page by either clicking the Navigation menu button –> Designer; or clicking the Designer tile on the EPM Pulse Home page.
![](https://s3-eu-west-1.amazonaws.com/cdn.supporthero.io/article/671/69778f29-5378-4b1d-a168-10fda44bc0df.jpg)
2. Click on the button.
3. Add some widgets to the dashboard.
4. Click Save in the dashboard toolbar.
5. Type a dashboard name in the pop-up window and click OK.
![](https://s3-eu-west-1.amazonaws.com/cdn.supporthero.io/article/671/bf98ceb1-2fb0-4bce-8fc8-6c25651f0b32.png)
Editing Dashboards
To edit an existing dashboard:
- Click on any existing dashboard on the Designer page.
- Once the dashboard is opened click Edit in the dashboard toolbar.
- Make the necessary changes and click Save.
Deleting Dashboards
To delete a dashboard:
Please note: Please note that this action cannot be undone.
1. Click on a dashboard that needs to be deleted on the Designer page.
2. Once the dashboard is opened click in the dashboard toolbar to open the dropdown menu.
![](https://s3-eu-west-1.amazonaws.com/cdn.supporthero.io/article/671/12505a36-9e04-4e80-a74c-81817cd03fd3.png)
3. Select the Delete option in the menu.
4. Click Yes to confirm the deletion.
![](https://s3-eu-west-1.amazonaws.com/cdn.supporthero.io/article/671/33493a8f-6638-4609-982e-b1faa1c6ae02.png)
Dashboard Types
Currently, EPM Pulse supports four types of dashboards:
- Project dashboard that allows displaying information for a single project only.
- Portfolio dashboard that allows displaying aggregated information across multiple projects.
- Resource dashboard that allows displaying information for a single resource only.
- Resource Pool dashboard that allows displaying aggregated information across multiple resources.
To create a dashboard of a certain type select the appropriate tab on the Designer page and click .