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Creating Custom Portlets

Create custom portlets if the existing portlets do not fulfill your needs.

To create custom portlets:

  1. 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.
  2. On the Projects navigation bar, click "" Workspace.
  3. On the Workspace page, click Customize.
  4. On the Customize page, click the Content tab.
  5. On the Content tab, expand the Custom Portlets section.
  6. In the Custom Portlets section:
    • To create a custom portlet:
      1. Click Add on the Custom Portlets heading line.
      2. Expand the new custom portlet and enter a value in each field.
    • To add the custom portlet to the Workspace page, select the option next to the portlet name.
  7. On the Content tab, click Save and Close.

Tips

You can also create custom portlets from the Customize page of the Dashboards page.

Related Topics

About Portlets

List of Portlets

Customizing Portlets

Creating Portfolio View Portlets

Document Review and Workflow Portlets

Linking the Cost Worksheet to Contract Management

Opening Projects from Dashboard Portlets

Sending E-Mail to Resource Teams

Sending E-Mail Notifications about Resource Assignments

Custom Portlet


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