Dashboard replication

Knowledge Base
edited November 2016 in
It appears that dashboards have to be created each time you duplicate a project. This is very tedious. Is there a way, or are there plans, to accomadate this feature??

Comments

  • Angela Southworth
    edited October 2015
    We have asked for this request in the past. A way to create a dashboard as part of a template project. When that template project is duplicated, duplicate the dashboard/widgets/etc as well.
  • Knowledge Base
    edited October 2015
    Thanks. One would think there are a few options for JAMA development in order of desirability:

    1. Add replicate dashboard option to duplicate project.
    2. Allow users to save the dashboard config locally and upload it to the project.
    3. Give customers x number of times per year that JAMA can configure this on the backend, as they must be pointing to a config file on the server. This only works when the customer wants one default dashboard for all projects.

    I've found the product is very powerful in reducing admin overload with admin settings, reuse and duplicate project capabilitities. The dashboard gap is the only obstacle to not losing an hour or two per project to productivity.
  • Kristina King
    edited November 2016
    Thanks for bringing this up, Tony. I agree with you and Angie that duplicating a dashboard as part of Duplicate Project function or creating some sort of template would save admins a lot of time. Thanks for sharing variations on the idea.
  • Knowledge Base
    edited October 2015
    Thanks! So what happens from here?
  • Kristina King
    edited June 2016
    Here's how Jama uses the Ideas that customers share. Essentially, when our Product team focuses on an area of Jama to update they take a look at the ideas that have come in for that functional area or feature and consider them. We also have a process where the most popular Ideas get added to other customer requests and prioritized for potential update or inclusion. So in this case the idea wouldn't be added to the priority list because only two customers have "voted" for it, but that may change a month from now as others see it. (I go through this list monthly.)
  • Knowledge Base
    edited October 2015
    So like Hillary, Bernie, Donald and Ben looks like I have to hit the campaign trail
  • Kristina King
    edited June 2016
    Yes. I hope you have millions of dollars to support this effort!
  • Iain Whitesmith
    edited February 2016
    I vote for this functionality
  • Bob Dilly
    edited April 2016
    Folks-
    I'd like to propose a slight tweak on this as another alternative, and to raise a related question.

    Use Case:  There a number of small projects running within an organization and management would like a separate summary dashboard across a number of projects.

    In concept, I'm thinking it might be convenient to reference existing dashboard widgets in another dashboard ... as you might across web pages.  That is, one (embedded) source widget, and a display of it in multiple places.

    I recognize / think this is a little different from the use case here, but it brings up something interesting I've thought about ... a little.  The widgets we mostly used are based on filters which are always being tweaked it seems.  A few are scoped to the "current project", but the majority, in practice, seem to be tuned to each project.

    Bottom line, in my dashboard creation/management experience, much of the work in cloning a dashboard is in replicating the required filters for each widget.  (To me to duplicate some dashboards may imply replicating some filters ... which may not be straightforward.)

    Any thoughts?

    Bob
  • Steve A.
    edited April 2016
    We generally use standard conventions across projects so all/most of our filters used for dashboards are scoped to the "current project".  Regardless, the idea of having a referencable set of dashboard widgets would help.
  • Tom Green
    edited November 2016
    Please also consider duplicating the default page layout settings.
    Tom Green
    Thermo Fisher Scientific
  • This would be great.

    We initially thought Jama had this feature when we tested it out. It seems we were so newbie we didn't realize duplicating projects doesn't duplicate the dashboard.

    ------------------------------
    --
    schdc
    -------------------------------------------------------------------------
    Original Message:
    Sent: 11-04-2016 23:36
    From: Tom LastName
    Subject: Re: Dashboard replication

    Please also consider duplicating the default page layout settings.




  • Any updates? Has this been accepted into a backlog?

    My users are asking for this too. We have 2 cases.

    First, multiple projects want the same dashboard. It would be be helpful to have a template that can be re-used.

    Second, with each release we create new widgets. The widgets are the same layout as prior widgets, but using a new filter specific to the release. Users want to copy the existing widgets.

    ------------------------------
    Jonathan LastName
    Fidelity Investments - EZPaaS
    -------------------------------------------------------------------------
    Original Message:
    Sent: 11-15-2016 14:56
    From: schdc LastName
    Subject: Re: Dashboard replication

    This would be great.

    We initially thought Jama had this feature when we tested it out. It seems we were so newbie we didn't realize duplicating projects doesn't duplicate the dashboard.

    ------------------------------
    --
    schdc
    -------------------------------------------------------------------------
    Original Message:
    Sent: 11-04-2016 23:36
    From: Tom LastName
    Subject: Re: Dashboard replication

    Please also consider duplicating the default page layout settings.









  • hi Jonathan,

    There is no update to share on this request. Our winter backlog revolves around testing, REST API and item flow: Product Bulletin: Look Ahead - Winter 2016

    Thanks,

    KK

    ------------------------------
    Kristina King
    Jama Software
    -------------------------------------------------------------------------
    Original Message:
    Sent: 01-06-2017 14:00
    From: Jonathan Andree
    Subject: Re: Dashboard replication

    Any updates? Has this been accepted into a backlog?

    My users are asking for this too. We have 2 cases.

    First, multiple projects want the same dashboard. It would be be helpful to have a template that can be re-used.

    Second, with each release we create new widgets. The widgets are the same layout as prior widgets, but using a new filter specific to the release. Users want to copy the existing widgets.

    ------------------------------
    Jonathan LastName
    Fidelity Investments - EZPaaS
    -------------------------------------------------------------------------
    Original Message:
    Sent: 11-15-2016 14:56
    From: schdc LastName
    Subject: Re: Dashboard replication

    This would be great.

    We initially thought Jama had this feature when we tested it out. It seems we were so newbie we didn't realize duplicating projects doesn't duplicate the dashboard.

    ------------------------------
    --
    schdc
    -------------------------------------------------------------------------
    Original Message:
    Sent: 11-04-2016 23:36
    From: Tom LastName
    Subject: Re: Dashboard replication

    Please also consider duplicating the default page layout settings.














  • I would really like to see this feature implemented as well. I really like Bob's idea "separate summary dashboard across a number of projects". Having this on the home page would be very beneficial for monitoring a program of several projects. Going one further I would really like to have the ability to have the dashboard available to display continuously on a project status monitor in our project meeting areas.

    ------------------------------
    Randy - Delta Controls
    -------------------------------------------------------------------------
    Original Message:
    Sent: 04-22-2016 18:05
    From: Bob Dilly
    Subject: Re: Dashboard replication

    Folks-
    I'd like to propose a slight tweak on this as another alternative, and to raise a related question.

    Use Case:  There a number of small projects running within an organization and management would like a separate summary dashboard across a number of projects.

    In concept, I'm thinking it might be convenient to reference existing dashboard widgets in another dashboard ... as you might across web pages.  That is, one (embedded) source widget, and a display of it in multiple places.

    I recognize / think this is a little different from the use case here, but it brings up something interesting I've thought about ... a little.  The widgets we mostly used are based on filters which are always being tweaked it seems.  A few are scoped to the "current project", but the majority, in practice, seem to be tuned to each project.

    Bottom line, in my dashboard creation/management experience, much of the work in cloning a dashboard is in replicating the required filters for each widget.  (To me to duplicate some dashboards may imply replicating some filters ... which may not be straightforward.)

    Any thoughts?

    Bob




    Randy - Delta Controls
  • +1 from us. The lack of dashboard copy is an annoying pain in the chuckies for our Jama admins.

    We use multiple widgets, including custom widgets which contain a bunch of HTML. These have to be manually copied and the dashboard configured every time we create a project.

    I'd like to see a "copy dashboard verbatim" option in the duplicate project options.

    ------------------------------
    Grant More
    Head of Systems Engineering
    Analog Devices
    -------------------------------------------------------------------------
    Original Message:
    Sent: 01-06-2017 18:55
    From: Kristina King
    Subject: Re: Dashboard replication

    hi Jonathan,

    There is no update to share on this request. Our winter backlog revolves around testing, REST API and item flow: Product Bulletin: Look Ahead - Winter 2016

    Thanks,

    KK

    ------------------------------
    Kristina King
    Jama Software
    -------------------------------------------------------------------------
    Original Message:
    Sent: 01-06-2017 14:00
    From: Jonathan Andree
    Subject: Re: Dashboard replication

    Any updates? Has this been accepted into a backlog?

    My users are asking for this too. We have 2 cases.

    First, multiple projects want the same dashboard. It would be be helpful to have a template that can be re-used.

    Second, with each release we create new widgets. The widgets are the same layout as prior widgets, but using a new filter specific to the release. Users want to copy the existing widgets.

    ------------------------------
    Jonathan LastName
    Fidelity Investments - EZPaaS
    -------------------------------------------------------------------------
    Original Message:
    Sent: 11-15-2016 14:56
    From: schdc LastName
    Subject: Re: Dashboard replication

    This would be great.

    We initially thought Jama had this feature when we tested it out. It seems we were so newbie we didn't realize duplicating projects doesn't duplicate the dashboard.

    ------------------------------
    --
    schdc
    -------------------------------------------------------------------------
    Original Message:
    Sent: 11-04-2016 23:36
    From: Tom LastName
    Subject: Re: Dashboard replication

    Please also consider duplicating the default page layout settings.



















    Grant More
    Systems Engineering Specialist
    More Consulting Ltd.
  • Plus, I like Bob's suggestion of reference widgets. Nice idea Bob, we'd certainly use that a lot.

    ------------------------------
    Grant More
    Head of Systems Engineering
    Analog Devices
    -------------------------------------------------------------------------
    Original Message:
    Sent: 01-09-2017 05:26
    From: Grant More
    Subject: Re: Dashboard replication

    +1 from us. The lack of dashboard copy is an annoying pain in the chuckies for our Jama admins.

    We use multiple widgets, including custom widgets which contain a bunch of HTML. These have to be manually copied and the dashboard configured every time we create a project.

    I'd like to see a "copy dashboard verbatim" option in the duplicate project options.

    ------------------------------
    Grant More
    Head of Systems Engineering
    Analog Devices
    -------------------------------------------------------------------------
    Original Message:
    Sent: 01-06-2017 18:55
    From: Kristina King
    Subject: Re: Dashboard replication

    hi Jonathan,

    There is no update to share on this request. Our winter backlog revolves around testing, REST API and item flow: Product Bulletin: Look Ahead - Winter 2016

    Thanks,

    KK

    ------------------------------
    Kristina King
    Jama Software
    -------------------------------------------------------------------------
    Original Message:
    Sent: 01-06-2017 14:00
    From: Jonathan Andree
    Subject: Re: Dashboard replication

    Any updates? Has this been accepted into a backlog?

    My users are asking for this too. We have 2 cases.

    First, multiple projects want the same dashboard. It would be be helpful to have a template that can be re-used.

    Second, with each release we create new widgets. The widgets are the same layout as prior widgets, but using a new filter specific to the release. Users want to copy the existing widgets.

    ------------------------------
    Jonathan LastName
    Fidelity Investments - EZPaaS
    -------------------------------------------------------------------------
    Original Message:
    Sent: 11-15-2016 14:56
    From: schdc LastName
    Subject: Re: Dashboard replication

    This would be great.

    We initially thought Jama had this feature when we tested it out. It seems we were so newbie we didn't realize duplicating projects doesn't duplicate the dashboard.

    ------------------------------
    --
    schdc
    -------------------------------------------------------------------------
    Original Message:
    Sent: 11-04-2016 23:36
    From: Tom LastName
    Subject: Re: Dashboard replication

    Please also consider duplicating the default page layout settings.
























    Grant More
    Systems Engineering Specialist
    More Consulting Ltd.
  • Elizabeth Rosenberg
    edited March 2019
    We also would like to see this feature available. Has there been any update on this since 2017?
    Elizabeth Rosenberg
    Alight Solutions
  • Robena Sukhu
    edited April 2019
    We would also benefit from being able to replicate the dashboards when duplicating projects.
    Robena Sukhu
    Sun Life Financial
    ON
    416-496-5456
  • Joe Hasty
    edited August 2019
    Bumping this up again! Where's the dashboard copy when duplicating a project!?
  • Sven Schmidberger
    edited August 2019
    +1
  • Lien Bäcker
    edited August 2019
    also + 1
  • Alessandro Valli
    edited May 2020
    +1 also from me
    Alessandro
    Systems Engineer
    SICK AG
  • Chloe Elliott
    Chloe Elliott Product Team
    edited December 2020

    Hello everyone, we are actively doing research on Jama Connect Dashboards. I would like to invite you to provide your insights on this product survey. These will be very valuable in helping us determine our next steps forward. As always, please reach out to me with any questions.