Charts Dashboard

Last modified on February 3rd, 2023.


In the Charts Dashboard, you will be able to create new charts, as well as manage any of your existing charts within the project.

Navigating to Charts Dashboard

From your Project Dashboard, you can access Charts Dashboard by clicking on the [icon name="chart-area" prefix="far"] Charts button in the top navigation bar if it has already been pinned in the MENU dropdown.

A link to Charts is also available in the MENU dropdown on the top left of the navigation bar, under the General heading.

Functions Available to Manage Your Charts

FunctionDescription
Creating ChartsCreating a Chart allows you to add a new XY Plot to your selected project.
Deleting ChartsDeleting a chart permanently removes just the diagram from your project’s database. The root entity and any relationships it may have will remain intact.
Generate Charts ReportsGenerate a full or filtered report of your charts for easy product creation.
Refreshing Chart ImagesRefreshing a diagram’s thumbnail image forces the thumbnail to be re-generated to reflect the latest changes in the diagram.
Renaming ChartsIn 'Diagrams View,' you have the ability to rename an existing diagram (root asset) as well as edit its number, description or label.
Searching for ChartsUsing the ‘Find a Diagram’ feature within ‘Diagrams View’ allows you to search for an existing diagram by Name, Number or Description.
Sorting ChartsSorting your diagrams within ‘Diagrams View’ allows you to arrange your diagrams in order by  ‘Name’ or ‘Number.’

Charts Dashboard

Last modified on February 3rd, 2023. 


In the Charts Dashboard, you will be able to create new charts, as well as manage any of your existing charts within the project.

Navigating to Charts Dashboard

From your Project Dashboard, you can access Charts Dashboard by clicking on the Charts button in the top navigation bar if it has already been pinned in the MENU dropdown.

A link to Charts is also available in the MENU dropdown on the top left of the navigation bar, under the General heading.

Functions Available to Manage Your Charts

FunctionDescription
Creating ChartsCreating a Chart allows you to add a new XY Plot to your selected project.
Deleting ChartsDeleting a chart permanently removes just the diagram from your project’s database. The root entity and any relationships it may have will remain intact.
Generate Charts ReportsGenerate a full or filtered report of your charts for easy product creation.
Refreshing Chart ImagesRefreshing a diagram’s thumbnail image forces the thumbnail to be re-generated to reflect the latest changes in the diagram.
Renaming ChartsIn ‘Diagrams View,’ you have the ability to rename an existing diagram (root asset) as well as edit its number, description or label.
Searching for ChartsUsing the ‘Find a Diagram’ feature within ‘Diagrams View’ allows you to search for an existing diagram by Name, Number or Description.
Sorting ChartsSorting your diagrams within ‘Diagrams View’ allows you to arrange your diagrams in order by  ‘Name’ or ‘Number.’