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5. Select the Queries tab.
6. Select the Allowed check box for the Financial – Cost and Revenue (12
Months) Query.
7. Select the Alerts tab.
8. Select the Allowed check box for the following Alerts:
• Accounts Payable Balances
• Accounts Receivable Balances
• Bank Balances
• Past Due Receivables
• Timesheet due today
• Your Expense Sheet has been rejected
• Your Timesheet has been rejected
9. Select the Tiles tab.
10. Select the Allowed check box for the Bank Balance Tile.
11. Select the Gridgets tab.
12. Select the Allowed check box for the following Gridgets:
• Expense Sheet – Approver
• Expense Sheet – Approver Detail
13. Select the My Project Columns tab. All Project Columns are selected by
default.
14. Select the Analytic Dashboards tab.
15. Select the Allowed check box for P&L Example in the Financial grouping.
16. Select the Save button.
17. Close the Dashboard Groups applet.
Lesson 8: Creating and Managing Dashboards ©2022 Unanet. All rights reserved. 72
