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This section is only available if you have enabled the Advanced Analytics Module (AAM).

You can add up to tabs. Each tab references a different dashboardAdd a tab for each dashboard or report you want to display.


ControlDescription
Tab NameWhen users view their project workspaces, they will see additional tabs. The name here is the name they will see in the user interface.
Allow access to

Tick the checkbox for each User Group granted access to this tab. If you are unfamiliar with user groups, see the User Groups section of this page.

Display from

Choose from ProjectorBI, PowerBI, or your own BI tool.

To learn how to share a ProjectorBI dashboard

ProjectorBI - see ProjectorBI Publish to Project Workspace

MS PowerBI - enter your Workspace ID, Report ID, and Filters. See MS Power BI for more information.

Other Compatible BI Tool - Enter the URL where your content is hosted.

All three choices support the following dynamic filter values.

Code Block
titleSubstitution Codes
{0} = Project Code
{1} = Engagement Code
{2} = Project Unique Identifier
{3} = Engagement Unique Identifier
{4} = Contract Line Item Code
{5} = Contract Line Item Unique Identifier
{6} = Client Number
{7} = client Unique Identifier




Project Home Tab

The project home tab typically shows a short message about what this project is and a logo. Often the logo used is the client's. This gives a personalized feel for clients that do login to review issues or access their invoices.

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