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Creating Boards

A board is an integrated view of sheets and visuals. Hence, only sheets and snippets existing in the same functional area as the board can be added. Additionally, shapes and editable text boxes can also be added to the board.

Create a Board

  1. In the Explorer, navigate to any existing functional area and click the plus icon. From the dropdown, select Boards. The Board Preferences pane opens on the right side.

  2. Enter the board name and title.

  3. The Functional Area automatically displays the current functional area name.

  4. From the Page Type dropdown, choose the type of Board you want to create.

  5. Click on Create Board on the level 2 header.

Board Preferences

The Board Preferences pane allows you to define the board configuration. When it is folded, the title changes to Board Details.

  • Name: Name of the board.

  • Title: Title of the board displayed at the top.

  • Functional Area: Selected by default where the board is created, but can be changed from the dropdown. Only items contained in the functional area can be added to the board.

  • Page Type: Determines the board size. See Page Type.

  • Enable Dynamic FA Context: Enables users to customize dimension member visibility in the board. For more information, see v26.02: Dynamic FA Context Filter.

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