Cross-project views can easily be tailored to your needs. You can select which attributes to include, the layout of the data, and also the sort order of the data displayed.
| Tip: When you need to run additional queries or connect to an external tool or script, you are able to hook up the cross-project view with an Action. To put it simply, this is how you can create the most efficient view for your projects. |
Creating a cross-project view
1. To create a Capacity forecast, navigate to the Overview page of your site.
2. Click the + Create dashboard button on the dashboard menu, opening Create dashboards window.
3. Select the Cross-project view option.
4. Type in a Name and choose the Type.
5. Save the setting.
Upon saving these settings, the view will display the data available across your projects.
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Tip: Once in the dashboard, clicking the name of a card item or double-clicking an item in the list layout will open the sidebar for that item. You can select multiple items on a dashboard by holding down the Shift key while selecting items. |
Customizing a cross-project view
You can change dashboard-specific settings from the Settings pane, which is located in the upper-right corner.
There are two options for how to display the data layout: Card view and List view. This setting can also be changed from the top left of the dashboard.
From the Settings pane, you can select which attribute to sort by and whether it should be in an ascending or descending order. When in the List view, you can also sort using the list heading by clicking the desired attribute Name.
The set of attributes displayed on the dashboard can be configured under the Attributes section.
You can add an attribute by first clicking +Add attribute button and then selecting the attribute in the list.
| Please note: Some attributes are organized into groups at the bottom. |
The order in which the attributes appear on the dashboard can be changed by clicking the up and down arrows that are located next to the active Attributes name. Alternatively, when in the list layout, you can also drag and drop the columns to reorder them.
| Tip: An attribute can be removed from the dashboard by clicking the cross/remove icon. |
Saving a cross-project view into a dashboard
As you may be familiar by using the Tasks and Versions pages on a project inside ftrack, you are able to save changes to a view to quickly get back to the same state later or easily switch between different view configurations.
When you are satisfied with the view, click the Save dashboard button at the bottom of the settings pane, opening a new window, and click Save.
| Please note: Filters added to the view will be saved into the dashboard. |
Changing the name or deleting a dashboard
1. Open the 3dot menu icon next to the dashboard's name from the left-hand menu
2. Click the Edit name button, opening the Edit dashboard window.
3. Type in a new name and click Save.
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Please note: From the same 3dot menu dialog, you can also delete the dashboard. Tip: Admins can also edit or delete dashboards created by any user via System settings. Go to System settings > Advanced > User dashboards, hover over the selected dashboard, and select 'Edit' or 'Delete'. |
Using filters on a dashboard
Filters enable you to gain insights into your tasks, asset versions, and other data in a simple and intuitive way. You can combine multiple filters and choose if any or all of them should match. Adding a new filter or changing an active filter will automatically refresh the dashboard.
The Filters pane can be opened from the top right corner of the dashboard.
You can add a filter by clicking the + New Filter button at the top of the filter pane and selecting it in the list.
| Please note: Some attributes are organized into groups at the bottom. |
Filter settings
When hovering over each filter with the mouse cursor, some filter settings will appear next to the filter name. A filter can be removed by clicking the cross/remove icon, and toggled between active and inactive by clicking the pause icon. The scope of a filter can be changed by selecting a new operator value in the drop-down.