Configure your PlanOps dashboard
Use the PlanOps dashboard to view project information, switch views, and add widgets that match your role and responsibilities.
This guide is designed for project manager.
Steps
Step 1: Open the PlanOps dashboard
Navigate to the PlanOps dashboard area for your chosen project to see the current widgets and layout.
Step 2: Switch between organisation and project levels
Use the level controls or breadcrumbs to move between organisation-wide and project-specific dashboard views, updating the context of the data shown.
Step 3: Change your role variant
Use the role selector in the dashboard toolbar to switch to the most relevant role variant so that widget layouts and content better match your responsibilities.
Step 4: Add new widgets from the library
Open the widget library dialog, browse available widgets, and select one to add it to your dashboard at the next available position.
Step 5: Arrange widgets on the grid
Drag and drop widgets within the dashboard grid to reorder them and adjust your layout to highlight the most important information.
Step 6: Retry loading if the dashboard fails
If an error message appears, review the alert and select "Try Again" to reload the dashboard data.
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Last updated: 2026-06-26