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Administrator Guide
Last Updated: 2023-06-23
Example: Create Custom Navigation Group

Example: Create Custom Navigation Group

This example illustrates how to create a custom navigation group within a hub to centralize access for related dashboards.
To improve organization and provide a centralized access point within the
Project Manager Hub
, you want to group together managers' frequently used dashboards. This group will contain an existing
Workday-delivered
 dashboard alongside newly added
Custom Project
 dashboard, ensuring managers can find both easily in one centralized location in the hub.
Security: Set Up: Tenant Setup - Hub
 domain in the System functional area.
  1. Access the
    Maintain Hubs
     report.
  2. Access
    Project Manager Hub
    , and select
    Custom Hub Navigation Item
    action.
  3. Select
    Edit
    Configurable
    .
  4. Remove the existing
    Workday-delivered
     dashboard from the grid.
    When you remove an existing Workday-delivered item from the configurable table, you can then use it as part of your custom navigation group.
  5. Select
    Edit
     and add a new row in the configurable table.
  6. From the
    Navigation Item
    prompt on the new row, click
    Create
    Create Navigation Group
    .
  7. Enter these values:
    Field
    Value
    Name
    Dashboard
    Navigation Item
    In the prompt, select
    Navigation Item Action (Workday Owned)
    Dashboard
    .
    Add a new row to the grid and click
    Create
    Create Navigation Item Action
    . See: Example: Create Custom Navigation Item
  8. Click
    OK
    .
In the Project Manager Hub
, project managers can now find their frequently used
Workday-delivered
 dashboard groups and
Custom Project
dashboard groups .