A dashboard preset is a template for creating project dashboards. It stores a set of charts and their order. A list of dashboard presets is shared between all projects in a license.

When you are creating a project dashboard, you can apply a preset to fill the dashboard with charts. You might need this in the following scenarios:

• You use a set of small projects instead of a big one to improve the performance of the Revizto application. Dashboard presets help you create similar dashboards in all your projects.
• Your project has several stages and each stage requires a specific set of dashboards. Dashboard presets help you create a new set of dashboards.

Project administrators can create, edit, and delete dashboard presets.

• Creating dashboard presets
• Editing dashboard presets
• Deleting dashboard presets

Creating dashboard presets

Project administrators can create dashboard presets based on existing dashboards. A dashboard preset contains a set of charts and their order.

To create a dashboard preset:

1. Sign in to ws.revizto.com.

2. If you are a member of several licenses, ensure that the correct license is selected.

   

3. Go to Tools, and then select My Projects.

   

4. Open a project.

5. On the top toolbar, click  Dashboards.

6. Find the source dashboard.

   To filter the list of dashboards, expand the Filters block at the top and select the filter criteria.

   To search for a dashboard, type a part of its name in the search field in the upper-right corner.

7. In the upper-right corner of the dashboard box, click Actions, and then click Configure.

8. Click Save as preset.

9. Click Create preset.

10. Enter a preset name and click Save.

Editing dashboard presets

Dashboard presets cannot be edited directly. However, a project administrator can overwrite a dashboard preset with a set of charts from another dashboard.

To overwrite a dashboard preset:

1. Sign in to ws.revizto.com.

2. If you are a member of several licenses, ensure that the correct license is selected.

   

3. Go to Tools, and then select My Projects.

   

4. Open a project.

5. On the top toolbar, click  Dashboards.

6. Find the source dashboard.

   To filter the list of dashboards, expand the Filters block at the top and select the filter criteria.

   To search for a dashboard, type a part of its name in the search field in the upper-right corner.

7. In the upper-right corner of the dashboard box, click Actions, and then click Configure.

8. Click Save as preset.

9. Click Update preset.

   If this option is missing, there are no dashboard presets available.

10. Select a preset and click Save.

Deleting dashboard presets

Project administrators can delete dashboard presets.

To delete a dashboard preset:

1. Sign in to ws.revizto.com.

2. If you are a member of several licenses, ensure that the correct license is selected.

   

3. Go to Tools, and then select My Projects.

   

4. Open a project.

5. On the top toolbar, click  Dashboards.

6. Click New dashboard.

7. Click Configure presets next to the Select preset field.

   If this field is missing, there are no dashboard presets available.

8. Select a checkbox next to the preset that you want to delete, and then click Delete.