Managing Dashboard Groups

The groups in the Dashboard tab of the Navigator panel's Dashboard resource tree store individual dashboards or other dashboard groups. You use groups within groups to help organize larger numbers of resources.

You can manage groups by drag-and-drop. You can move or copy dashboards or groups within the Dashboards resource tree. And deleting a group also deletes the resources it contained.

Note: To copy multiple resources at once, use Copy and Paste. You can drag and drop only one resource at a time.

Where: Navigator > Resources > Dashboards

To create a dashboard group:

  1. Right-click a group and choose New Group.

  2. Enter a name in the group's text field.

  3. Optional: To add information in the Notes tab, refer to Using Notes.

  4. Press Enter.

To rename a dashboard group:

  1. Right-click a group and choose Rename.

  2. Enter a name in the group's text field.

  3. Press Enter.

To edit a dashboard group:

  1. Right-click a group and choose Edit Group.

  2. In the Group Editor, edit the Name and Description text fields.

  3. Click OK.

To move or copy a dashboard group:

  1. Navigate to a group and drag it into another group.

  2. Choose Move to move the group, Copy to make a separate copy of the group, or Link to create a copy of the group that is linked to the original group.

If you select Move, the resource or resource group moves to the new location. If you select Copy, you create a separate copy of the resource or resource group that will not be affected when the original resource or resource group is edited. If you select Link, you create a copy that is linked to the original resource or resource group. Therefore, if you edit a linked item, whether the original or the copy, all links are also edited. When deleting linked items, you can either delete the selected item or all linked items.

To delete a dashboard group:

  1. Right-click a group and choose Delete Group.

  2. In the dialog box, click Yes.