A workgroup is a subset of the Project Workspace that enables users associated with a project to share information about activities, issues, and documents that relate to a specific segment of a project.
In a dashboard, the My Workgroups portlet displays, by project, all workgroups that you are associated with. The list of your workgroups is sorted by name within a project.
Note: You cannot add or delete workgroups from the My Workgroups portlet. Rather, the My Workgroups portlet enables you to quickly access Workgroup pages you are associated with.
In a Project Workspace, the Workgroups portlet lists all the workgroups you are associated with for that project. If you have the required project privileges, you can add or delete workgroups from the Workgroups portlet.
Tip: The Workgroups portlet is the only portlet on the Project workspace that displays information based on your association to the workgroup; other Project Workspace portlets display the same information to all members of the project team who can access the workspace.
Customize the My Workgroups and Workgroups portlets
- From a dashboard or Project Workspace, click Customize at the top of the page.
Note: To modify the content of the Project Workspace, you must have the required privilege. If you do not have this privilege, the Customize link is not available. You can customize the content of any dashboard you create; you cannot customize the content of a multi-user dashboard created by another user.
- On the Content tab, to show or hide the portlet, mark or clear the My Workgroups or Workgroups checkbox.
- To hide or display workgroups associated with project workflows, click
, then clear or mark the option.
Tip: If you choose to display workgroups associated with workflows, the Workgroups portlet does not display project request workgroups until the project request workflow has been approved. Prior to approval, you can access a project request workgroup by using the Collaborate link in the Project and Document Workflows portlet in a dashboard. (see additional tip at right)
- To save your changes and return to the dashboard or Project Workspace, click Save and Close.
- To arrange the layout of portlets before returning to the dashboard or Workspace, click Save, then click the Layout tab.
Add and delete workgroups in the Workgroups portlet
If you have the required project privilege, you can add and delete workgroups in the Workgroups portlet of the Project Workspace.
To add a workgroup
- From the Project Workspace, in the Workgroups portlet, click Add.
- Enter the workgroup name, then click Save.
To display the new Workgroup page, click its name in the Workgroups portlet.
To delete a workgroup
- From the Project Workspace, in the Workgroups portlet, mark the checkbox beside the Workgroup that you want to remove.
- Click Delete.