Dashboard  

The Dashboard is a tool to monitor the activity and real-time information of all the communities in your portfolio and to access the tasks and areas of the application that you use most.  The Dashboard can be set to be the first window you see when you log into Property Manager each day (File > User Options).

You can set Default Dashboards for each employee to see at System Administration > Employees, and define whether or not the employee must use the Default Dashboard as is or if they can customize their own Dashboard.  Default Dashboards are added and maintained at System Administration > Maintain Lookup Tables - Dashboard Standard Configuration.  If an employee takes a Standard Dashboard and customizes it for his own use, it becomes a personal dashboard and any subsequent changes to the Standard Dashboard Configuration will not flow to their customized dashboard.

The Dashboard has 13 objects that can be added to each user’s own Dashboard.  Each user has the ability to customize their Dashboard by adding any or all Objects that are meaningful to them and their responsibilities.  Some of the objects can be configured to only display what is important to a user’s responsibilities.  Objects included are:

The top of the Dashboard will display the current user’s ID, the database that they are logged into, the date & time they logged into Property Manager, and the current date.  Also included in the header is a link to set your preferences for your Dashboard.  Clicking on this link allows you to define which Objects you want to include (click on the Preferences link below to learn more).   If you don't see this Preferences link, your system administrator has setup a default dashboard for you and not given you the ability to customize it (see above).

Each user has the ability to customize their Dashboard by adding any or all Objects that are meaningful them and their responsibilities.  The display in each object, if applicable, is limited to a users authorized communities as defined in their Employee Setup (System Administration > Employees ).  Some objects have Configuration windows that allow you to customize those objects.  Click on a object’s button to configure that object. Most objects allow you to print or export the data contained in it to a file (text, Excel, PDF, etc.).  Each object also has a Refresh () so that you can refresh any particular object to make sure the information on that object is current.  Each object will not refresh automatically and will indicate how many minutes old since they were last refreshed.

Objects fall into four categories depending on their width:

Width 1 - spans entire window:

• Unit Turnover

• Vacancy

• Work Orders

Width 2 - spans 2/3 of the window:

• Aged Receivables

• Current Receivables

Width 3 - spans 1/2 of the window:

• Annual Recertification

• Leases

• Notices

• Reminders

• Weekly To Do List

Width 4 - spans 1/3 of the window:

• To Do List

• Quick Links

• Quick Tasks

There are a total of 13 objects that you can place on your Dashboard.  You are limited to 8 rows of objects, so even if you include more than 1 object on a row where possible, you will not be able to include all available objects on your dashboard.  Be sure to only select Dashboard Objects that you really need.  Having unnecessary Dashboard Objects on you Dashboard will impact performance of Property Manager when viewing your Dashboard.  Each object has a default number of lines to display.  You can increase the number of lines for an object to show more of the information on the Dashboard.  Most objects must display at least 3 lines.  If there are more rows in the display of an object than the number of lines defined, a scroll bar will be available to scroll through the detail.  For objects that have total rows, that row will always display at the bottom of the object.

Each object will have hyperlinks to communities, units, households, and other popup boxes.  This allows you to drilldown from the Dashboard into the area of Property Manager where you need to be.