Configure a Dashboard

Project Settings (map colors and quality targets)

The Project Settings page contains all of the project targets and thresholds and all of the color settings that can be customized for the selected project. This feature simplifies customizing project targets and colors in dashboard widgets, on the map, and in reports.

  • Project Targets determine the ranges displayed in dashboard widgets and the Map page.

  • Project Colors lets you configure default or saved custom color settings for every quality metric data type for use in the dashboard widgets and the Map page.

Configuring project targets

You can override target values from machine default values with custom target values. For example, you may need to increase the acceptable grade tolerance on this design. By overriding the lowest cut tolerance for cut/fill data, you can easily see the changes for grade data reflected on the map and in the Quality Metrics slider statistics.

You can save your custom color selections in the color palette. This allows you to use your saved colors for other quality metric data types without having to recreate a palette each time. Saved colors are associated with user IDs and will be available for all projects accessed by this user.

  1. On the left-side toolbar, click the Dashboard icon (rectangles).

  2. Click the Settings icon (on the Actions bar next to the More icon) > Project Settings.

  3. On the Actions bar, click the More icon (vertical ellipsis) and select Settings > Project. Settings for whichever category you have selected in Map > Metrics appear by default.

  4. Select one of the filter types (Volume - Elevation).

  5. Select Custom.

6. Click a color to access the palette. Use the color picker to choose a new color for the quality metric. You can pick a different hue for the current color in the swatch, use the slider bar to choose a new color, or enter a color’s Hex value, RGB value, or HSL value (click the arrow icons to access the entry formats).

7. Make changes to target values as needed.

Note: To reset targets to machine defaults, before saving, select the Actions bar > Reset to Defaults.

8. Click Save. The Map and Dashboard legends update with the new colors and target values. The legends update with the new colors and target values. Elevations have five colors to configure, which when saved are turned into a graduated color palette on the map.

Note: To reset colors to machine defaults, click the More icon and select Reset to Defaults. This has to be done while you are on the Project Settings page.

Excluded Elevations

  1. On the left-side toolbar, click the Dashboard icon.

  2. Click the Settings icon > Excluded Elevations.

  3. See the help topic called Apply Filters and Analyze Metrics.

More Menu

  1. On the left-side toolbar, click the Dashboard icon.

  2. Click the More icon.

See the help topic called Manage and Share Dashboards.