Search

Customize the My Risks portlet

Tips

Related Links

To customize the My Risks portlet, on the Dashboards Home page, select a dashboard tab that displays the portlet, then click Customize at the top of the tab. In Dashboard Preferences, on the Content tab, click the arrow next to My Risks in the Personal Information section, then click Customize.

When customizing the My Risks portlet for a dashboard, you can select options on the following two tabs:

Tip: You can customize the My Risks portlet for any dashboard you create. You cannot customize the portlet for multi-user dashboards created by another user, even if you have access to view the dashboard. For global dashboards, you must have the required security privilege to edit global dashboards to customize the portlet. When you attempt to customize the portlet for a multi-user dashboard created by another user, or a global dashboard you do not have rights to edit, you can view, but not modify, the portlet's settings.

Columns

On this tab, in the Available Columns section, select the columns of information you want to display for all risks that appear in the portlet. You can choose to display general information, as well as any user defined fields that exist for risks. If you select to display a user defined field, the user defined field value assigned to each risk displays.

The top-to-bottom order of the fields in the Selected Columns list determines how the columns display, left to right, in the portlet. To change the column order, use the up and down arrow buttons.

Tip: The Risk Name always displays in the portlet, so it is not included in the Available Columns list. To display the set of default columns, click Default.

top

Filter

On this tab, choose the types of risks you want to display. Note that risks in the My Risks portlet always display according to the filter criteria specified for the dashboard; however, you can specify additional criteria on this tab to further filter the risks that display.

From the Display drop-down list, select to display risks with either an open or closed status, or select to display all risks. For the status you select, you can then mark or clear the checkbox beside each option to show risks based on your association to them, including risks where you have project or risk access rights, risks where are the Project Owner or Risk Owner, risks for activities where you are assigned as a resource, or risks on projects you have been invited to.

top