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Customize the Project Workspace

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You can customize the Project Workspace if you have the required module access and privileges. All users who access the Project Workspace are presented with a consistent view of project information, based on the customize options you select.

To customize the Project Workspace

  1. Open the project or group of projects you want to work with in the Projects section.
  2. Click Project Workspace on the Projects toolbar to display the Project Workspace.
  3. If multiple projects are open, choose the project you want to work with from the Select Project list.
Note: If a single project is open, the Select Project list does not appear. When multiple projects are open, the Select Project box lists all open projects you have rights to access. Any action you perform, and all data that appears on the page, applies to the selected project only.
  1. Click Customize.
Tip: You must have the appropriate module access and security privilege to customize the Project Workspace.
  1. Select the Content tab, then mark the checkbox beside each portlet you want to display and clear the checkbox next to each portlet you want to hide. If applicable, expand the section to view additional options related to the portlet.
  2. Click Save.
  3. Select the Layout tab, then choose narrow or wide as the display format for each portlet.
  4. Click-and-drag each portlet to the desired location on the page or use the up and down arrows to position the portlet.
  5. Click Save and Close to return to the Project Workspace. To exit the customize options without changing the layout, click Cancel.