Configure your PlanOps dashboard
Use the PlanOps dashboard to view project or organisation-level widgets, switch role views, and add new widgets to your layout.
This guide is designed for project manager.
Steps
Step 1: Open the PlanOps dashboard
Navigate to the PlanOps dashboard area for your selected project or organisation; a loading skeleton will appear briefly while your widgets and toolbar are prepared.
Step 2: Review dashboard level and breadcrumbs
Check the current dashboard level (such as organisation or project) shown in the toolbar and, if available, use the clickable breadcrumbs to switch between levels to see different scopes of information.
Step 3: Change the role view
Use the role selector in the dashboard toolbar to switch the role variant you are viewing so that the widgets and layout match the needs of that specific role.
Step 4: Add a new widget
Click the option to add a widget in the toolbar; this opens the widget library dialog where you can browse and choose widgets suitable for your current level and role.
Step 5: Select a widget from the library
In the widget library dialog, pick a widget to add to your dashboard; the system calculates the next available position and default size so it fits neatly into your existing grid.
Step 6: Confirm and place the widget
Confirm your selection to add the widget to the dashboard grid; the new widget appears in the calculated position and you can immediately see its data.
Step 7: Handle loading or temporary issues
If widgets take time to load, wait while the skeleton placeholders are shown; they will automatically be replaced with your actual widgets once data loads.
Step 8: Retry if an error occurs
If the dashboard shows an error message, review the alert details and select the retry option so the dashboard can attempt to load your widgets again.
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Last updated: 2026-02-09