Create, Customize, and Share Dashboards and Cards​

Create, Customize, and Share Dashboard and Cards – Practice Exercise

Task 1: Access Insight and the My Dashboard View

1. Log on to your Autodesk Construction Cloud project. 
2. Click on the product picker on the top left and then click Insight, as shown below:
   
   
   
   
3. Review various cards and their content on the My Dashboard view, as shown below:
   
   

Task 2: Customize My Dashboard View and Add Additional Cards

1. From the top right, click Customize, as shown below:
   
   
   
   
2. Click the Card Library button near the top right. 
3. In the card library, scroll down and select the Autodesk Construction Cloud and ISSUE ROOT CAUSE cards. 
4. From the bottom right, click Add Cards. 
5. Drag and drop the cards on the page where you want them to be located.

Task 3: Configure ACC Card to Display Federated Project Model 

1. Open the Docs module of the project in another window. 
2. Navigate to the federated model of the project and then click on it to open it. 
3. Copy the address listed in the address bar at the top. 
4. Return to the Insight window. 
5. In the Autodesk Construction Cloud card, click Configure. 
6. Change the card title to Project Federated Model. 
7. In the Document Management URL field, paste the address you copied from the Docs window. 
8. Click Save; the card is configured to display the federated project model now, as shown below:
   
   
   
   
9. From the top right, click Save; the customization is saved.

Task 4: Export My Dashboard 

1. From the top right, click Export as shown below:
   
   
   
   
2. From the Share with drop-down list, select the company, role, or individuals with whom you want to share the dashboard. 
3. Add any additional message in the Message field. 
4. Click Export from the bottom right; the selected users will get an email that a dashboard is shared with them.

Task 5: Create a New Dashboard 

1. From the top left, click Create dashboard as shown below:
   
   
   
   
2. Rename the dashboard to Project Dashboard. 
3. Click the pencil icon on the right of the share option and make sure the dashboard is shared with all project members, as shown below:
   
   
   
   
4. From the top right, click Card Library. 
5. Select the cards that you want to show on this dashboard. 
6. From the bottom right, click Add Cards. 
7. Drag and drop the cards on the page to place them as you want. 
8. From the top right, click Save; the new dashboard is created and saved, as shown below: