Adding, Moving, or Removing Panes in Client Dashboard

Panes can be added, moved up or down in columns, moved to other columns, resized, removed or replaced on Client Dashboard pages. Panes can also be moved to your desktop.

If a column has more than one pane, you can change the pane height by clicking and dragging the pane separator. You can click and drag a pane header to move it to another location or to your desktop. If a pane is moved to the desktop, it is not removed from Client Dashboard and returns to its original location when it is closed on the desktop.

The panes that are available depend on your assigned product licenses, installed products, and assigned functional rights.

Adding Panes

Add pane using the Customize window.

1. Click Customize on the Client Dashboard to customize the client data that displays on this window. For information about the client data that can be displayed on the Client Dashboard, see Using the Client Dashboard.
2. Select a page for the new pane from the list in the Add Pane section.

Note: Each pane can only be used once in Client Dashboard, regardless of how many pages you have added. After you add a pane, that pane is no longer listed in the Add pane section.

3. Select pane content from the list in the Add pane section.
4. Click one of the Save buttons or Cancel.

Button	Description
Save	Saves the changes without exiting the window. An error message displays if you click this button before entering all required information.
Save & Close	Saves the changes and exits the window. An error message displays if you click this button before entering all required information.
Cancel	Exits the window without saving your changes.

Add pane using an existing column.

1. Do one of the following:
   • Place your cursor over a blank area of an existing column.

   Note: You may need to collapse the contents of an existing column to access a blank area.

   • Place your cursor above the title of an existing column.
2. Right-click and select Add Pane.
3. Select an available option from the Choose Pane Content window.

Note: Each pane can only be used once in Dashboard, regardless of how many pages you have added. After you add a pane, that pane is no longer listed on the Choose Pane Content window.

4. Click OK to add the content.

Add content to a blank pane.

Moving Panes

Do the following to change the location of a pane:

1. Right-click the title of an existing pane.
2. Select an option from the menu. The available options vary depending on the location of the pane you are changing. Explain all the menu options.

Option	Description
Change Pane	Displays the Choose Pane Content window, allowing you to replace the current pane with another available pane.
Remove Pane	Removes the pane from the selected column and repositions the remaining panes to fill any empty space created by the deletion.
Move Up	Moves the pane up in the column (if available).
Move Down	Moves the pane down in the column (if available).
Move Left	Moves the pane one column to the left (if available).
Move Right	Moves the pane one column to the right (if available).
Refresh Pane	Updates the pane content with updates made by other staff.
Send to Desktop	Moves the pane to your desktop where it can be dragged, resized, or maximized. When you close the pane on your desktop, it is restored to its previous location on the Client Dashboard. Note: You can also move the pane to your desktop by selecting the pane title and dragging it to a location on your desktop.

Removing Panes

Right-click the title of the pane you want to remove and select Remove Pane from the menu.

Available Panes

The availability of panes may depend on your assigned rights, your licensed and installed products, and the availability of content in CCH Axcess applications. For example, the Project Listing pane requires Workstream permissions, licensing, and installation.

For more information about the panes you can add, depending on your licensed and installed CCH Axcess products, see the following: