Project dashboards : Opus 2 Platform

Minimum Software Version	8.18.10
Solution(s)	Cases International ✓ Cases US ✓ Institutions ⨉ Counsel ✓

Explains how to create and manage project dashboards in Opus 2, including dashboard access controls, widget types, and configuration options.

The Project Dashboard provides a centralised, configurable view of project data, documents, and activity through reusable widgets. Dashboards are composed of widgets, each presenting a specific type of project data such as charts, documents, worksheet records, or news items. Multiple dashboards can exist within a single project to support different user needs.

Managing project dashboards

Creating and editing dashboards

Users with appropriate permissions can create new dashboards, edit dashboards they own, and create editable copies of existing dashboards. Default dashboards cannot be edited, but copies are fully editable. Dashboards are assembled by adding and configuring widgets.

Dashboard access options

The access control option is visible only when creating or editing a dashboard.

Option	Description
Private	Only the dashboard creator can access it.
Visible to all users	All project users automatically have access.
Only visible to selected teams	Dashboard is shared only with selected predefined teams.

Saving dashboards

Select Save to save a new dashboard or any updates made to an existing dashboard.

Project dashboard widgets

Widgets are the building blocks of a dashboard. Each widget displays a title and a three-dot menu with options to edit or delete. The only exception is the Project Info widget, which cannot be edited — it can only be moved, resized, or deleted.

The platform provides 12 widget types.

Chart

Displays visualised worksheet data. Charts must already exist in Data tables and charts before they can be selected.

Configuration: Select a predefined chart.

Interactive icons are available on the widget:

Source worksheet icon – Links to the worksheet the chart data was taken from (permission-dependent).
Table view icon – Switches between chart view and table view.

Links

Provides quick access to external resources.

Option	Description
Widget title	Name displayed at the top of the widget (maximum 30 characters).
Add link	Adds a new link entry box with fields for link title and URL. Each link must be entered in a separate entry box.
Link title	Name displayed in the link banner (maximum 30 characters).
URL	The web page URL the link points to.
Reorder	Hover over a link entry to reveal the drag handle. Select and drag to reorder links.

Each link appears as a banner and opens in a new browser tab.

Project Info

Displays non-editable project metadata. Users may only move, resize, or delete this widget.

Displayed fields include:

Field	Description
Name	The project name and icon as set during project creation.
Description	Project summary (up to 500 characters).
Shortcode	Alternative project identifier (up to 6 characters).
Project reference	Customisable reference record (up to 50 characters).
Owner	The username of the user who created the project.
Created date	The date and time the project was first created.
Users	Lists users with access to the project.
Template	The project template used to create the project.
Matter number	Displayed if the project settings have been configured to include this field.

Recently Opened

Displays documents and worksheets opened within a defined timeframe, listed in descending order by last opened date.

Option	Description
Maximum number of items	Up to 50 items. Values over 50 revert to 50 on save.
Timeframe in days	Up to 30 days. Values over 30 revert to 30 on save.

Selecting a worksheet opens the worksheet. Selecting a document navigates to the Documents page.

Folder

Displays documents from a selected folder.

Option	Description
Widget title	Name displayed at the top of the widget.
Folder	Select one folder per widget. A Find option is available to search.
Filter	Filter documents using the same options available on the Documents page.
Sort field	Select a document field to sort by. Defaults to document name (alphabetical).
Sort direction	Ascending or descending. Defaults to ascending.

Selecting a document opens the document preview over the dashboard.

Collection

Displays documents from a selected collection.

Option	Description
Widget title	Name displayed at the top of the widget.
Collection	Select one collection per widget. A Find option is available to search.

Selecting a document opens the document preview over the dashboard.

Data Tile

Displays a single numerical value derived from a predefined data table.

Option	Description
Widget title	Name displayed at the top of the widget.
Source table	Select from tables configured in Data tables and charts that contain compatible columns.
Source column	Select the column within the chosen table to derive the value from.

The result is displayed as a single aggregated numeric value.

Project notifications

Displays project notifications for the current user.

Option	Description
Name	Name displayed at the top of the widget.
Filter	Apply filters to control which notifications are displayed. Select Add filter to add a filter or Clear all to remove existing filters.
Sort order	Set the sort order to ascending or descending.
Number of notifications to show	Set the maximum number of notifications displayed. The default is 20.

RSS feed

Displays headlines from an RSS feed.

Option	Description
Name	Name displayed at the top of the widget.
RSS feed URL	Enter the URL of the RSS feed to display headlines from.

Worksheet Records

Displays records from a worksheet as cards. Multiple instances of this widget can exist on one dashboard.

Option	Description
Widget title	Name displayed at the top of the widget.
Worksheet	Select one worksheet per widget instance.
Card view	Select a card view configured for the selected worksheet.
Sort field	Select a worksheet field to sort records by.
Sort direction	Ascending or descending. Defaults to ascending.
Filter	Filter records using the same options available on the Documents and Worksheets pages.

Records are scrollable if they exceed the visible widget height.

Recent documents

Displays recent documents for quick access.

Option	Description
Time period	Enter a value between 1 and 10.
Unit	Toggle between Days and Weeks.

Only one instance of this widget can exist per dashboard. The widget title cannot be customised. The widget displays a count and list of documents; the list is not interactive.

Project Details

Displays project-level metadata stored in a worksheet.

Option	Description
Widget title	Name displayed at the top of the widget.
Project-level worksheet	Select any project-level worksheet to display records from.
Form view	Select a form configured for the selected worksheet.

Users can edit project-level metadata directly from the dashboard using the Edit button.

Note: If no project-level worksheets exist in the project, the dialog displays the message: There are no project level worksheets in this project. If you are able to create worksheets, you can add one and switch on the 'Single project level record' option.
Enabling the Single project level record option on a worksheet moves that worksheet's record into the Project settings area. To disable this, navigate to the relevant worksheet, select Manage > Manage worksheets, select the worksheet, and turn off the Single project level record toggle.