Project Section of the Content Tab of the Customize Workspace Page

Overview

Use this section to configure the core project data portlets you want to show on the Workspace page. This includes issues, risks, notebooks, documents, activities, and milestones.

Screen Elements

Project Documents option

Determines whether to display the Project Documents portlet.

In this portlet, users can add, view, download, and check out project documents. Advanced document management capabilities are available when the optional Content Repository is configured for use.

Allow Team Members to view this section option

Determines whether team members can view the portlet.

Project Risks option

Determines whether to display the Project Risks portlet.

Users can view, but not add or edit, project risks.

Customize link

Displays a dialog box or page that allows you to configure the current page, tab, dialog box, or portlet.

Project Issues option

Determines whether to display the Project Issues portlet.

Users with OBS access to the project can add and edit issues if they are assigned the required project privilege. Users without OBS access to the project can view, but not add or edit, project issues.

Customize link

Displays a dialog box or page that allows you to configure the current page, tab, dialog box, or portlet. See Customize Project Issues Dialog Box.

Project Notebooks option

Determines whether to display the Notebook Topics portlet.

Overallocated Resources option

Determines whether to display the Overallocated Resources portlet.

This portlet lists the name and role of each project resource who is overallocated. You can click a resource name to view allocation details.

Critical Activities Behind Schedule option

Determines whether to display the Critical Activities Behind Schedule portlet.

Users can view all activities behind schedule for the project. For users without OBS access to the project, all activity details accessed from this portlet are read-only. For users with OBS access to the project, users can edit activity details accessed from this portlet if they have the appropriate security privileges and are a resource on the activity or are the activity owner.

Milestone Status option

Determines whether to display the Milestone Status portlet where users can view milestones for the project.

Users with OBS access to the project can edit activity details accessed from this portlet if they have the appropriate security privileges and are a resource on the activity or are the activity owner. For users without OBS access to the project, all activity details accessed from this portlet are read-only.

Displays milestones completed <#> days before today and field

The number of days to display completed milestones prior to the current date.

Completed and not completed <#> days after today field

The number of days to display completed and not completed milestones after the current date.

Getting Here

  1. Click "" Projects.
  2. On the Projects navigation bar, click "" Workspace.
  3. On the Workspace page, click Customize.
  4. On the Workspace Details page, click the Content tab.
  5. On the Content tab, expand the Project section.

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