Changing the Abacus Dashboard Layout

What is a Dashboard Layout?

A Dashboard layout is a collection of apps. You can create your own layout by adding or removing apps and then saving the Dashboard. Or, you can use one of the preset role-based layouts provided.

Role-Based Dashboard Layouts

Six role-based Dashboard layouts are added automatically during installation and stored in the v23\Dashboards folder.

Each layout adds apps to the Dashboard that would be useful for a specific role. Once applied, the Dashboard can be customized as desired. The Dashboard layout just gives the user a suggested layout.

The following table describes the apps that appear in each new Dashboard layout.

File Name	Description	Apps Included
attorney.dbrd	Attorney: Loads apps useful to attorneys	Date Calculator Quick Notes Practice Breakdown by Case Code Chart of Matters by ATTORNEY Daily Agenda Favorite & Recent Events Favorite & Recent Matters Matters Browse Favorite & Recent Names Names Browse Abacus Support Center Abacus Announcements Abacus Training Center Google Search
attorney-acct.dbrd	Attorney with Accounting: Loads apps useful to attorneys who also handle accounting tasks	Date Calculator Quick Notes Accounting Overview Billable Time or Dollars Hours Comparison Practice Breakdown by Case Code Chart of Matters by ATTORNEY Daily Agenda Favorite & Recent Matters Matters Browse Favorite & Recent Names Names Browse Abacus Support Center Abacus Announcements Abacus Training Center Google Search
bookeeper.dbrd	Bookeeper: Loads apps useful to bookeepers who only handle accounting tasks	Date Calculator Quick Notes Billable Time or Dollars Income and Expenses Accounts Receivable Aging Accounts Payable Aging Income Breakdown Expense Breakdown Hours Comparison Accounting Overview Matters Browse (Open) Names Browse Practice Breakdown by Case Code Chart of Matters by ATTORNEY Abacus Training Center Abacus Support Center
owner.dbrd	Owner: Loads apps useful for the owner of the firm or the administrator.	Date Calculator Quick Notes Billable Time or Dollars Income and Expenses Accounts Receivable Aging Accounts Payable Aging Income Breakdown Expense Breakdown Hours Comparison Accounting Overview Practice Breakdown by Case Code Chart of Names by CLASS Chart of Matters by ATTORNEY Chart of Events by WHAT Favorite & Recent Matters Favorite & Recent Names Favorite & Recent Events Daily Agenda Names Browse Matters Browse Abacus Announcements Abacus Support Center Abacus Training Center Google Search
paralegal.dbrd	Paralegal: Loads apps useful to paralegals	Date Calculator Quick Notes Practice Breakdown by Case Code Chart of Matters by ATTORNEY Daily Agenda Favorite & Recent Events Favorite & Recent Matters Favorite & Recent Names Matters Browse Names Browse Abacus Announcements Abacus Support Center Abacus Training Center Google Search
paralegal-acct.dbrd	Paralegal with Accounting: Loads apps useful to paralegals who also handle accounting tasks	Date Calculator Quick Notes Billable Time or Dollars Hours Comparison Practice Breakdown by Case Code Chart of Matters by ATTORNEY Daily Agenda Favorite & Recent Events Favorite & Recent Matters Favorite & Recent Names Matters Browse Names Browse Abacus Announcements Abacus Support Center Abacus Training Center Google Search

Applying a Layout

Click the Dashboard's More button and click Load. The Select a dashboard file window appears. Select the dashboard file to load and click Open.