How to Customize?

Template Settings:

Click on the Template settings from the left side menu to do customization as per your needs.  Here is screen shot for your reference.

Once you click on Template settings, you can see one more second level menu next to Template Settings. In this 2nd level menu you could have following different options to change. Once you made necessary changes click on apply button to reflect changes in the dashboard. We have provided verity of the options to customize the templates to suite your needs.

Table of Contents:

• Template Settings
• General Options
• Branding Options
• Styling Options
• Navigation Options
• Side Navigation Menu Options
• Calendar & Date Options
• Option to update Holiday List
• Dashboard Options
• Preferences Options
• Labels Options
• Advanced Setting Options

General Options:

Here you can change general basic settings like Your Name, Your Title(Designation), Name of the Organization, Website link, Email Address, Contact Number and Address. Here is the screen shot for your reference.

Branding Options:

Here you can change branding options like Brand Logo(click on browse button), Link Website to LOGO’s and Insert LOGO in Exports and Reports. Here is the screen shot for your reference.

Styling Options:

Here you can change different object styles like Dashboard, Data Sheets, Lists & Tools Sheets Heading Background, Font color, Size and Bold. Here is the screen shot for your reference.

Here you can also change Gantt. Chart Bar Styles, Gantt. Chart Colors, Gantt Project Labels Font color, Size, Bold, Italic and Export dashboards heading background, Font color, size and bold. Here is the screen shot for your reference.

Navigation Options:

Here you can set different options like Navigation type, Worksheet Tabs, Calculation Sheets, Index Button Label. Here you have flexible to change Side Menu Item, Active Menu Item,  Back to Index Button and Side Menu Item Organization Background Color, Font Colors, Size & Bold . You can also change Worksheet Window Zoom level. And finally you have an option to change Go to Top of the sheet on side navigation click. Here is the screen shot for your reference.

Side Navigation Menu options:

You can also change Side Navigation Menu options. These settings are applicable only when you set Navigation Type to Side Menu. Here you can change Side Menu Width, Row Column Header and Navigation Menu Title options.

Calendar & Dates Options:

Here you can change calendar and Date settings like Popup calendar control for Date fields, Date field number formats, Insert the Date in the range, Close Calendar Popup on Date Click, Show Calendar Control if previous cell is Date and Weekday Name Format. Here is the screen shot for your reference.

Option to update Holiday List:

Here you can have an option to update Holidays list like Date and Description. It is a Holiday list table. The Sequence number automatically will get updated, when we add new record. Here is the screen shot for your reference.

Dashboard Options:

Here you set Dashboard Worksheet protection, Heat-map Color Definitions for Hours, Tasks and Milestones. Here is the screen shot for your reference.

Preferences Options:

Here you can change preferences of Company Weekends and Default Values. Here is the screen shot for your reference.

Labels Options:

Here you can change the EXECUTIVE DASHBOARD, ALL TASKS BY STATUS, ALL TASKS BY PRIORITY, ALL TASKS BY COMPLEXITY and many more labels you can change over here,. Here is the screen shot for your reference.

Advanced Setting Options:

Here you can change the Toggle Buttons, Font Colors, Gantt Comparison Timeline Field, Popup Controls in Datasheets and Aggregate Projects based on Tasks or Milestones . Here is the screen shot for your reference.