Customizing Workgroups
Customize workgroups to determine which portlets are visible on the Workgroup Workspace page.
To customize workgroups:
- Open one or more projects in the Projects section using one of the following methods:
- Click
Projects to open the last project or group of projects you were working with. - Click the
Projects menu and choose one of the most-recently used projects or group of projects. - Click the
Projects menu and choose Open Projects to select a project or group of projects by portfolio type, EPS node, or project code.
- On the Projects navigation bar, click
Workspace. - On the Workspace page:
- If more than one project is open, select a project from the Select Projects list.
- Expand the Workgroups portlet and select a workgroup.
- On the Workgroup Workspace page, click Customize.
- On the Customize page, click the Content tab.
- On the Content tab:
- Select or clear the options to add or delete workgroup portlets.
- Enter a value in the Maximum number of rows displayed in Workgroup lists field.
- On the Customize page, click the Layout tab.
- On the Layout tab:
- Select the Narrow or Wide option for each portlet to make it one or two columns wide.
- Select a portlet and click the movement arrows to determine where it will sit on the Workspace page.
- On the Customize page, click Save and Close.
Tips
- If you select the Issues portlet, you can click Customize to customize issue columns, filters, groups, or charts.
- If you select the Documents portlet, you can opt to show activity documents.
- If the portlet is not available, add it to the workspace. See Configuring Workspace Content.
- You can also access workgroups from the My Workgroups portlet of the Dashboards page.
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