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View dashboards in IQNECT

4 min read

Overview #

This article describes how to access and use the Dashboards in IQNECT to analyze requirements across multiple projects. The Dashboards provide key performance indicators (KPIs) at different levels of detail: project-level, resource-shape-level, and individual-resource-level.

Use these views to evaluate project health, monitor trends, and understand quality metrics across a connected ALM environment such as Codebeamer.

Prerequisites #

  • You have access to at least one Codebeamer project.
  • You have permission to analyze items in selected trackers.
  • Dashboard analysis is enabled for your IQNECT environment.

Open the dashboards #

You can access Dashboards from any IQNECT view.

From the IQNECT toolbar #

  1. Click the graph icon to open the Dashboards.

From any tracker item #

In document view:

  • Use the IQNECT AI icon on the tracker toolbar.
  • Use the AI icon on the item toolbar.

Selecting any resource in an IQNECT view also opens a popup version of the dashboard, which can be dragged and resized.

This system features three primary views: the Project View, the Resource Shape View, and the Resource View, each offering a progressively detailed level of information. They can also be accessed by clicking on any resource that is in an IQNECT view.

Analyze a tracker automatically #

When adding a project and tracker to the dashboard:

  1. Choose the tracker you want to analyze.
  2. A popup appears asking whether to analyze all items from the selected tracker.
  3. If confirmed, IQNECT automatically submits all items in the tracker for analysis without waiting for external triggers.

Project View #

The Project View displays a personalized summary of the projects you want to monitor.

Add a project to the dashboard #

  1. Open the Project View.
  2. Select the option to add a project.
  3. In the popup, select any project available to you in Codebeamer that is not already on your dashboard.
  4. In the next popup, select the resource shapes you want included in the analysis for that project.

Different users can track different shapes for the same project.

Remove a project from the dashboard #

  1. Enter editing mode in the dashboard.
  2. Click the X button on any project card to remove it.

If all users remove a project, it stops being continuously analyzed on the backend.

Use the time selector #

Above the project list, choose a time interval:

  • Last 7 days
  • Last 30 days
  • Last 90 days
  • Last 365 days

Filter projects #

Use the filter field above the project list to type a project name and narrow the visible cards.

Understand project cards #

Each project appears as a card with the following sections:

Header #

  • System icon (Codebeamer)
  • Project title

  • Total number of resources based on selected shapes

    Trend icon for overall score

    Optional status icons:

    • Gray exclamation mark (archived or outdated)

    • Red broken link (sync failed)

      Tooltips explain each status.

KPIs #

Each project card displays:

  • Quality
  • Duplicates
  • Coverage

Each KPI includes:

  • Trend icon
  • KPI name
  • Score (color-coded, configurable on the backend)

Footer #

Displays:

  • The resource shape with the largest impact on the score
  • The largest negative outlier
  • An icon that shows selected shapes when hovered over

Score history chart #

Below the project cards, a chart displays the evolution of overall scores for all selected projects over the chosen interval.

Each line represents one project, with a legend indicating colors.

Newly added projects #

If a project is newly added and not yet synced:

  • KPI areas are grayed out
  • Trend icons are disabled
  • Score values are replaced by dashes

Resource Shape View #

The Resource Shape View shows detailed analysis for all resource shapes in a selected project.

Open the Resource Shape View #

  1. Select a project from the Project View.
  2. The Resource Shape Dashboard loads with breadcrumb navigation to return to the Projects Dashboard.
  3. The previously selected time interval is retained.

Understand the resource shape header #

A large horizontal header displays:

  • System icon (Codebeamer)
  • Project name
  • Total number of resources
  • Overall score

  • KPIs for quality, duplicates, and coverage

    Each KPI includes:

  • Trend icon
  • KPI name
  • Color-coded score
  • Small trend chart for the selected time interval

Filter resource shapes #

Type in the filter field to narrow the list of shapes by name.

View resource shape cards #

Each card includes:

Header #

  • Resource shape name
  • Number of resources
  • Trend icon for overall shape score
  • Overall score (color-coded)

KPIs #

Mirrors the project-level structure:

  • Quality
  • Duplicates
  • Coverage

Each with trend icon and score.

Footer #

  • A chart showing KPI history for the selected interval
  • Time axis corresponds to the interval
  • Y-axis ranges from 0 to 5
  • Hover reveals KPI values

Newly added shapes #

Un-synced shapes appear grayed out with placeholder dashes.

Add or remove resource shapes #

  • Use the edit button to remove shapes (X icons appear on each card).
  • Removing a shape here also removes it from the associated project dashboard.
  • Use the add button to open a popup and select new resource shapes.

Selected shapes are added immediately and included in the project analysis.

Resource View #

The Resource Dashboards provide detailed insights into individual resources within a project. These dashboards are accessed by selecting a resource shape in the Resource Shapes Dashboard and offer a view of resource-specific metrics and trends. Key features include advanced filtering, sorting, and visualization options, all designed to help users drill down into resource-specific data effectively.

The Resource View provides detailed metrics for each resource under a selected resource shape.

Open the Resource View #

  1. Select a resource shape from the Resource Shape Dashboard.
  2. Breadcrumbs appear at the top of the screen:
    • Back to Resource Shapes
    • Back to Projects
  3. Time selection is retained.

View the resource shape header #

A horizontal header displays:

  • Resource shape name
  • Number of resources
  • Overall score
  • Quality, duplicates, and coverage KPIs
  • Trend icons
  • Color-coded scores
  • Historical charts for each KPI

Filter resources #

You can filter resources in multiple ways:

Text search #

  • Type in the filter field to match by name, summary, or description.

KPI filters #

  1. Click the plus button to add KPI filters.

    In the popup:

    • Choose a KPI
    • Select an operator (greater than or less than)
    • Enter a value from 0 to 5
  2. Added filters appear next to the name filter.
  3. Remove any filter by clicking the X next to it.

Sorting #

Two dropdowns let you sort by:

  • Name/summary

  • Any KPI

    Order can be ascending or descending.

View mode #

Use the segment control to switch views:

  • Compact: hides per-KPI charts
  • Detailed: shows per-KPI charts

View resource cards #

Each resource card displays:

Left column #

  • Resource ID
  • Title or summary
  • Trimmed description

Right column #

KPIs for:

  • Quality
  • Duplicates

  • Coverage

    Each includes:

  • Trend icon
  • KPI name
  • Color-coded score
  • Historical chart (visible only in detailed view)

Results and next steps #

The Dashboards give a multi-level view of project quality and performance, from high-level project summaries down to individual resource behavior. Use these insights to monitor trends, identify weaknesses, and maintain strong ALM practices across connected projects.

Updated on 2026-03-03

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