The ICI Dashboard is completely configurable. It can be designed as per your requirement to set up your workspace. The flexibility offered by the dashboard helps you arrange and manage its different widgets to be the best starting point for your business needs.
Your administrator or implementation team would set up the dashboard according to your business needs. How the dashboard looks and which widgets are displayed, depends on the access you have based on your organization's settings, your user role, business area, and so on. Administrators will configure the default dashboard for you which you can further customize with available widgets. Refer to Dashboard Configuration for more details on how admin users can configure dashboards.
These are the widgets which you can add to your dashboard. Some widgets, for example the Sourcing widget on RFx's, would be based on the area of ICI that you have purchased.
The default widgets are:
You can also add any of these reports as widgets:
Other possible widgets:
To edit the dashboard:
Click "Edit Dashboard" button on the right-hand side of the page. The "Dashboard" switches to edit mode.
In edit mode, you can:
Administrators can configure personalized dashboards based on user groups and roles.
When the dashboard is in editing mode, click Add Widgets. The "Add Widgets" drawer opens.
From the list of widgets, select the one you want to add to the Dashboard. For example, "All Agreements", "All Contract Requests", "Approved Sales Orders". A tick appears next to the selected list items.
You can add up to 10 widgets. If you select 5 widgets, the "5 More widget(s) can be added" message is being displayed. If 10 widgets are added, then the "No more widgets can be added" message is displayed.
Click "Add" button. The added widgets appear on the Home page.
To arrange the widgets in the best possible way according to their sizes click the "Auto Arrange" button.
You can click the "View More" link on any widget to expand it.
Related Topics: Agreement Management | Associations | Compliances | Templates | Clauses | Configure | Reports | Advanced Analytics| Admin | ICI_Tools | AI Apps | ICI_Add-ins | Integrations | ICI_Mobile_App | ICI_BOT | Release_Notes | Advanced Search | Agreement Details | Notifications | | Bulk Actions |
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