A workgroup is a space where you can focus on activities, issues, and documents relating to a specific segment of a project. Think of a workgroup as a subset of a Project Workspace that is used to focus on specific activities related to that project.
Note: Workgroups are always available, however if P6 Web Access is not installed with a configured content repository, the Documents portlet in Workgroups will not be available.
On a Workgroup page you can:
Customize the content and layout of a Workgroup page
The data in each portlet on a Workgroup page is specific to the workgroup or to activities assigned to the workgroup.
Tip: You must have the appropriate security privilege to customize a Workgroup page.
To customize the portlets that display and their position on the page:
- Click Customize at the top of the Workgroup page.
- On the Content tab, mark the checkbox for each portlet you want to display. For each portlet you choose to display, click
next to the portlet name to choose additional display options.
Workgroups can display the following portlets:
Note: The Activities portlet is not available in Project Request workgroups.
- If desired, change the Workgroup Name and specify the 'Maximum number of rows to display in workgroup lists.'
- Click Save, then click the Layout tab.
- Choose Narrow or Wide as the display format for each portlet. To change the position of a portlet on the page, click-and-drag it to the desired location.
- Click Save and Close.
Expand All expands all of the displayed workgroup portlets.
Collapse All collapses all workgroup portlets so that only the title bar displays.
Invite a user to the workgroup
Note: Before you can invite a user to a workgroup, you must invite the user to the associated project.
- Click the Manage Invited Users link at the top of the Workgroup page.
- In the Available Users list, select the users you want to invite, then click the right arrow. To select more than one user, use Shift-click and Ctrl-click.
The list of available users reflects the users that have been invited to the workgroup's associated project.
To search for a user by personal name or user name, click
.
To return from the search results to the full list of available users, click the search icon again.
- Click Save.