Working with tiles
This section provides information on the following procedures:
The following procedures assume that you have already selected the page on which you will work with tiles. For more information on pages, see Pages.
Adding a tile
- In the header section, click Add Tiles.
The Add Tiles pane opens on the left side of the screen. - Click a tile menu to expand the section and view the available tiles.
The tile section expands and displays names and descriptions of the the available tiles. - In the tile you want to add, click Add.
The configuration dialog box for the selected tile appears. - Complete the fields as necessary.
For more information, see Tile configuration dialog boxes. - Click Save.
Editing tile settings
After you add a tile to a page, you can edit the tile settings at any time.
- Hover the pointer in the title bar of the tile you want to edit.
An icon menu appears. - Click the Tile Settings icon ( ).
The configuration dialog box for the selected tiles appears. - Edit the fields as necessary.
For more information, see Tile configuration dialog boxes. - Click Save.
Changing tile views
Many tiles feature icons that you can use to change the graphical data views. For example, you can use the data icons to switch between gauge and bar chart views of a data set.
When you hover the pointer over the icons, they become active.
The dot under the icon indicates the current view that appears in the tile. (In the example image above, the tile displays cost data in a bar chart format.)
To change the data view:
- Click on the icon for how you would like to view the information.
The tile updates to reflect your selection.
Moving a tile
You can move tiles around the page to your desired location.
To move a tile:
- Hover the pointer over the title bar of the tile you want to move.
When the move pointer ( ) appears, you can drag the tile. - Click on the title bar of the tile and drag it to your desired location on the page.
The Manager Portal rearranges the other tiles on the page.
Removing a tile
- Hover the pointer over the title bar of the tile you want to remove.
An icon menu appears. Click the Remove this Tile icon ( ).
The Confirm Tile Removal dialog box appears to confirm whether you want to delete the tile.- Click Yes.
The tile is removed from the page.