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Creating Workgroups

Create workgroups as a focus area for issues, activities, and documents of a specific project segment.

To create workgroups:

  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:
    1. If more than one project is open, select a project from the Select Projects list.
    2. Expand the Workgroups portlet and click Add.
  4. In the Add a Workgroup dialog box, enter a name in the Workgroup name field and click Save.

Tips

  • If the Workgroups 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.

Related Topics

Working with Workgroups

Assigning Documents to Projects

Customizing Workgroups

Assigning Workgroup Activities

Creating Workgroup Issues

Sending E-Mail to Activity Resources

Workgroups Portlet of the Workspace Page

My Workgroups Portlet of the Dashboards Page


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