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Customizing a Project Workspace or Workgroup

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P6 Web Access users who have the appropriate module access and project privilege can customize a project workspace and the project's workgroups to select the information that is displayed and specify the arrangement of that information on the page. All users who can access a particular project workspace or workgroup will see the same project information presented in a consistent layout.

To specify the data content and layout of a project workspace or workgroup, at the top of the page, click Customize.

Note: The customize link does not appear unless you have the appropriate module access and privilege.
To choose the content of the workspace or workgroup
  1. Click the Content tab.
  2. Mark the checkbox beside each portlet you want to display and clear the checkbox for portlets you do not want to display.

  3. To view or hide additional options related to a content item, click or . Additional options allow you to further filter or customize the items that display within a portlet. For example, you can choose to display Project Documents and Project Issues portlets in a project workspace, but restrict access so that Team Members and Invited Users are not able to view these portlets.

  4. To arrange the layout of portlets before returning to the Project Workspace, click Save, then click the Layout tab.

To save your changes and return to the Project Workspace, click Save and Close.

Tip: Refer to the custom portlet help for important details on specifying a custom URL.
To position portlets in the workspace or workgroup
  1. Click the Layout tab.
  2. To change the vertical position of a portlet on the workspace page, click-and-drag it to the desired location; or, select it, then use the directional arrows to move the portlet.
  3. For each portlet, choose to display the portlet in Narrow or Wide view.
  4. To save your changes and return to the Project Workspace, click Save and Close.

To change the content of the workspace, click Save, then click the Content tab.

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