The interactive personal dashboard
The interactive personal dashboard enables your employees to update their information in Akuiteo and to list the tasks to perform.
The personal dashboard can be accessed from My Akuiteo > Interactive personal dashboard. The DMF 1610** is required, as well as the DMFs that are specific to the actions to be performed in the dashboard.
The following application controls must also be set up:
- TBI_ETAT_AFF: define the project status codes to exclude from the dashboard actions.
- TBI_ALL_AFF: include the closed projects in the dashboard controls.
Prerequisites: You must define the actions available, per project or transverse, from the personal dashboard. You can do so by Defining control templates or tasks that must be done by the user from the personal dashboard.

Control templates enable you to define accountability profiles that you can then allocate to employee users linked to a project. You can create as many control templates as necessary.
1 | Go to Tools > Setup > General setup > Project > Control templates. |
2 | In the Result control tab, click on |
3 | For each control template, specify: |
- A type:
- Control by project: only applies to employees linked to projects. It is used for project managers and their projects. E.g. Sales manager.
- Transversal control: applies to employees associated with this template without having to link them to projects. It is used for managers so they can get an overview.
- A name: to indicate the target profile of this template.
- A list of linked controls: to let you choose the controls that will have to be done by checking the Selection box for the corresponding control line.
4 | Save. |

The personal dashboard gathers in one screen the whole list of tasks to perform in Akuiteo, that is why it must be quickly accessible at any time.
You can set up Akuiteo to automatically display the interactive personal dashboard as soon as a user logs in.
1 | Go to People > User management, start a search and open a user record sheet. |
2 | Check the Launching of IDB on start-up box and save. |
Next time the user logs in, the personal dashboard will be automatically displayed on the home screen.

When you log in, your interactive personal dashboard opens and enables you to:
- Open a task or an item in the table's list, by double-clicking on it.
- Refresh the list to display the modifications made to the dashboard, by clicking on
.
- View the dashboard of a desired employee (the DMF 161001 must be enabled) from Edit > Change employee.
- Send a dunning email about actions in the dashboard, by clicking on
. You must have set up an IDB dunning e-mail report based on the tbiMail.rptdesign standard report template. The employee associated with the dashboard is the default recipient and his/her manager is automatically added to the Cc recipients.