Dashboards

The dashboards provides an overview of active and overdue projects along with project metrics. It provides convenient access to current and upcoming projects for analysts, pentesters, and project managers. Project managers can also use the dashboard to quickly assign team members to projects.

1. From the top menu, select Workbench > Dashboard.
2. To view a different dashboard, from the left menu, select Dashboard, then select another dashboard.
3. For the Projects Dashboard, perform any of these tasks:

   Task	Steps
   Modify the sort order for In Progress or Upcoming projects	From the Start Date drop-down menu, select a sort method.
   View the full list of team members assigned to a project	Click the user circles for the project entry. Note: If no users are assigned, only the add user icon appears.
   Assign a user to a project	Click the add user icon (  ) for the project entry. To search for a user, type the user's name in the Search Teamfield. Note: If the user doesn't appear, make sure they belong to a user group authorized to access the project. Select the user.
   View completed projects	At the top right, click the ellipse icon (  ), then select View Completed Projects.
   Create a project	At the top right, click Add Project. Select the business unit and project group. Enter the project name. (Optional) Enter the description. Select the project type. Click Create Project.

4. For the Analyst Dashboard, perform any of these tasks:

   Task	Steps
   View project details	In the Assigned Projects area, click a project name.
   Modify the time frame for the manual instances chart	In the Manual Instances area, click the time frame drop-down menu, then select an entry.
   Print or save the manual instances chart	In the Manual Instances area, click the arrow icon (  ) for that chart, then select a print or export option.
   Add or remove displayed personal metrics	In the Personal Metrics area, click the ellipse icon (  ), then select or deselect metrics.

Calendar

The calendar shows the number of active projects for the current or selected month, based on what the user is authorized to see.

To view the number of active projects for a given month:

1. From the top menu, select Workbench > Calendar.
2. Perform any of these tasks:

   Task	Steps
   View a different month	At the top right of the calendar view, click the arrow icons.
   Search for findings or projects	In the Search field, enter search text. The search is applied and the search filter option appears above the grid.
   View projects for a particular date	Click the Projects link that appears below a date.