Plan Team Dashboard Deployments (Process Mentor / Coach)

The Team Dashboard uses a peer-to-peer approach for team and personal planning:

A Team Dashboard can roll up data from many individuals to display project reports, and an individual can be a member of many projects (including projects from different Team Dashboards).

Team projects are created within a Team Dashboard. A particular Team Dashboard can own any number of related projects. The Team Dashboard can generate reports of rolled-up data; either from a single project or from several related projects that it owns.

Separate Team Dashboards should be created for each logical grouping of projects that are part of some encompassing real-world effort. An organization can have as many Team Dashboards as they like.

The coaches and process mentors in the organization should work with new teams to decide if their projects should be added to an existing Team Dashboard, or if creating a new Team Dashboard is more appropriate.

The general steps for creating a new, distinct Team Dashboard are:

  1. Configure a data storage area for the new Team Dashboard.
  2. Run the installer to create a Team Dashboard application shortcut pointing to the new storage area. Rename the shortcut so it has a descriptive name.
  3. Open the new Team Dashboard and assign it a distinct, descriptive name by choosing "Tools → Preferences" and editing the window title.