Dashboards in Heritage Process Portal

A dashboard uses charts and graphs to help you visualize status data for one or more business processes. To analyze and manage the work on your business processes, you can use the ready-to-use dashboards that Heritage Process Portal includes or the company-specific dashboards that your installation might provide.

The following ready-to-use dashboards are included in Heritage Process Portal and available to you if you have the appropriate authorization.

Dashboard	Usage	Required authorization
Team Performance	Shows the status of the tasks for teams for which you are the designated team manager. You can manage the work load for the team and individual. For more information about this dashboard, see Managing work for teams with the Team Performance dashboard.	To see the Team Performance dashboard, you must be a member of the Managers team. To manage a team's tasks, you must be a member of a team of managers.
Process Performance	Shows the status of the active instances of particular processes in your organization. You can act on individual process instances to resolve issues, such as bottlenecks. For more information about this dashboard, see Managing processes and process instances with the Process Performance dashboard.	To see the Process Performance dashboard, you must be a member of the Process Owner team. To see a specific process, you must be a member of the team that is assigned to the Expose Performance Metrics setting for the business process definition. Other users can view the process instance that is associated with the task that they are working on.

Dashboard

Usage

Required authorization

Team Performance

Shows the status of the tasks for teams for which you are the designated team manager. You can manage the work load for the team and individual.

For more information about this dashboard, see Managing work for teams with the Team Performance dashboard.

To see the Team Performance dashboard, you must be a member of the Managers team.
To manage a team's tasks, you must be a member of a team of managers.

Process Performance

Shows the status of the active instances of particular processes in your organization. You can act on individual process instances to resolve issues, such as bottlenecks.

For more information about this dashboard, see Managing processes and process instances with the Process Performance dashboard.

To see the Process Performance dashboard, you must be a member of the Process Owner team.
To see a specific process, you must be a member of the team that is assigned to the Expose Performance Metrics setting for the business process definition.

Other users can view the process instance that is associated with the task that they are working on.

An administrator might also have enabled the following dashboards in your Heritage Process Portal environment.

Attention: Some of these dashboards are deprecated.

Dashboard	Usage	Required authorization
My Performance	Shows the status of your tasks for either a specific group or all the groups that you are a member of. You can also choose a specific business process to analyze or view data for all the processes that you participate in. This dashboard includes the following data: A pie chart that shows the percentage of tasks on target, at risk, or overdue A bar chart that shows when upcoming tasks will become overdue A task list that shows the status for each of your assigned tasks	To see the dashboard, you must be a member of the team that the equivalent scoreboard is exposed to. To view data in this dashboard, you must have open or completed tasks.
My SLA Overview	If service level agreements (SLAs) are defined and exposed, this dashboard displays a table that lists the name, description, and status of the SLAs. To display a trend chart that shows the violations for selected SLAs, you select one or more of the SLAs.	To see the dashboard, you must be a member of the team that the equivalent scoreboard is exposed to.
Deprecated: My Team Performance	Shows the status of the tasks assigned to the groups for which you are the designated manager in the Process Admin console. The dashboard includes the following data: A pie chart that shows the percentage of tasks on target, at risk, or overdue A bar chart that shows when upcoming tasks will become overdue A task list that shows the status for each of the team's assigned tasks	To see the dashboard, you must be a member of the team that the equivalent scoreboard is exposed to. To access this dashboard, you must be a manager of a team.
Deprecated: Process Performance dashboard that is based on the Process Performance scoreboard	Shows the status of the active instances of particular processes in your organization. The dashboard includes the following data: A pie chart that shows the percentage of tasks on target, at risk, or overdue for the active instances A trend chart of the number of active instances over the last week	To see the dashboard, you must be a member of the team that the equivalent scoreboard is exposed to. To see a specific process, you must be a member of the team that is assigned to the Expose Performance Metrics setting for the business process definition.