---
title: Customizing Management Panel (Smart Decision)
slug: pink-/customizing-management-panel-smart-decision
description: The Smart Decision panel in our system offers users the ability to easily add dashboards to their interface. Whether you prefer selecting from templates or manually creating your own, our panel has you covered. Additionally, our panel provides resources f
docTags: 
createdAt: 2021-10-26T21:54:13.000Z
---

The Smart Decision is the management panel in the system's main screen. In this panel, it is possible to add dashboards from a template or select manually. 

In this area, it is also available resources to create shortcuts (links), view reports and dashboards.

In the **default management panel**, only the resources of type **Quick Access** (**links**) are available.

## Before getting started

To create shortcuts (links), it is not necessary:

- [x] **Any special permission**, however,
   the elements use of type widget and smart reports need permissions defined by
   the tool manager.

## Procedure

### Using a template to customize the user panel

1. To view the templates available, click on the "**Show/Hide Menu**" icon;
2. To add a dashboard to a template, click on the "**Add New Dashboard**" icon (left side of the screen), complete the fields available, select a
    template and click on "**Save**";
3. To edit the dashboard, click on the "**Edit Dashboard**" icon;
4. To delete a dashboard, click on the "**Remove Dashboard**" icon.

### Entering elements manually

1. To add elements with links, smart reports, or widgets, click on the "**Enable
    Edit Mode**" icon and then on the "**Add New Widget**" icon:
   - *Quick Access*:
     - Click on *Links*:
       - Click on the "**Edit widget configuration**" icon in the *Links* box;
       - Complete the fields available and click on "**Add**" to set the Type,
          if it is "**Internal**", select the system Menu (e.g.: `Processes > Portfolio
          and Catalog Management > Smart Portal`), And if it is "**External**", define the
          Title/Key and add the URL;
       - Click on "**Apply**".
   - *Smart Report*:
     - choose the type of report that will be in the management panel.
   - *Widgets*:
     - choose the type of widget that will be in the management panel.
2. To set the display mode of the elements in the dashboard, click on "**Layout**" and choose an option;
3. To save the changes in the management panel with widgets, click on the "**Save
    changes**" icon;
4. To undo the changes, click on the "**Undo changes**" icon.