Managing Dashboard Templates

Once added, anyone with dashboard template publishing rights may edit them.

1. First navigate to the type of dashboard whose templates you wish to manage (Project Portfolio, Tasks, or Projects). Click on the More Options icon in the upper navigation of the Dashboard view.
   
    
2. The More Options menu opens. Select the Dashboard Layout Templates option from the dropdown menu.
   
    
3. Click on the Configure icon to change the template's name and/or description.
   
    
4. Click on the Edit icon to modify that template. 
   
   
   You will enter Template Edit Mode. Make any necessary changes and click Save. (Note that any changed that are saved will not be reflected in the dashboards of those using this template until they refresh).
   
    
5. Click on the Delete icon to remove a template. (Note that this will not remove the template from anyone's dashboard if they've added it, but will prevent it from being added going forward.