Dashboard Options


Dashboard options are used to quickly filter your dashboard results and are unique to each user. The options are based on administration decisions made by your company’s PMAPS administrator. Some of the options listed below may not apply at your company. Selections can be made every time you log into the dashboard, or you can establish defaults using Save Preferences.

1.   To expand the options window to apply filter options, click the Show Options icon.



2.    Check the My Line of Business option to automatically filter out any records not assigned to your line of business/region, and then click the Search icon to refresh results.



3.   Check the In Process option to automatically filter out any records not yet submitted, and then click the Search icon to refresh results.



4.   Check the My Proposals Only option to automatically filter out any records not assigned to you, and then click the Search icon to refresh results.



5.   To see records due greater than or equal to a specific date, click into the From field and select or enter the start date. Then, click the Search icon to refresh results



6.   To see records due less than or equal to a specific date, click into the To field and select or enter the end date. Then, click the Search icon to refresh results.



7.   To see records due within a specified date range, click into the From field and select or enter the start date. Then, click into the To field and select or enter the end date. Then, click the Search icon to refresh results.



Save Preferences


1.   Using some or all of the options listed in steps 1-6 above, apply your options. Then, click the Search icon to refresh results.



2.   To set these as your default, click Save Preferences.



Search by Proposal Name


1.   To search the dashboard by proposal name, click in the Search Proposals box.



2.   Type (or paste) all or part of the proposal name, and then click Search.



Export Results

To export current results in the dashboard:

1.   Click the Export icon.



2.   Select the To Excel option (or other if desired).