Dashboard portlets

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

You can use dashboards portlets to 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 Unica Plan, 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 Unica Plan reports package is installed
  • Custom portlets allow you to make configurations to show any standard or saved searches