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All workflow projects are included in dashboard reports.
When a steering committee member starts a project from an idea in the Hopper, the project moves to the Active stage where it is automatically included in the dashboard throughout the remaining stages of its workflow, including the Paused and Canceled stages. You can use filters to manage the data that appears in the dashboard. For example, you might want to prevent paused, canceled, or completed projects from contributing to dashboard summaries, summary graphs, and column sets.
Non-workflow projects can be included in or excluded from dashboard reports. For example, you might exclude a project that has not been approved yet or a project that does not contribute to the improvement initiative, such as a standalone process map.
A data architect can configure whether the Include in dashboard option, when available, is selected by default when a user saves a project for the first time. Changes to this system setting apply only to new non-workflow projects. If you are data architect, go to System settings for more information.
To include a non-workflow project in the dashboard from the web app, complete the following steps.
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