Dashboard portlets

Dashboards use portlets to help you access the information and application features that you need most often. Each dashboard includes one or more portlets that present different ways for you to access and update information quickly and efficiently:

  • List portlets provide a list of links to items in Marketing Operations, such as Approvals Awaiting Action, Manage My Tasks, and My Alerts.
  • Quick Links provide single-click access to options such as Create New Project or Add Invoice.
  • Report portlets give you access to reports such as Budget by Project Type or Marketing Financial Position. These portlets are available if the Marketing Operations reports package is installed

To manage your dashboards and add portlets to them, click Dashboard > Create Dashboard.