To Add a Dashboard to a Project

You can add to a customization project a custom or customized dashboard—the dashboard that is saved in the database for the current tenant. To do this, perform the following actions:

1. Open the customization project in the Customization Project Editor. (See To Open a Project for details.)
2. Click Dashboards in the navigation pane to open the Dashboards page.
3. On the page toolbar, click Add New Record (+).
4. In the list of dashboards in the Add Dashboards dialog box, which opens, select the check box for each dashboard that you want to include in the project.
   Note: The Add Dashboards dialog box displays all the custom and customized dashboards that exist in your instance of MYOB Acumatica. You can select multiple dashboards to add them to the project simultaneously.
5. In the dialog box, click Save to add the selected dashboards to the customization project.

The system adds to the project the data for each selected dashboard, and you can see each new Dashboard item in the Project Items table of the Edit Project Items.

Alongside with Dashboard item, the system adds Generic Inquiry, Site Map, and Wiki items for inquiries, site map nodes, and wiki pages associated with the dashboard. If an inquiry, a site map node, or a wiki page is already added to the customization project, it is not duplicated.