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Customizing Workgroups

Customize workgroups to determine which portlets are visible on the Workgroup Workspace page.

To customize 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 select a workgroup.
  4. On the Workgroup Workspace page, click Customize.
  5. On the Customize page, click the Content tab.
  6. On the Content tab:
    1. Select or clear the options to add or delete workgroup portlets.
    2. Enter a value in the Maximum number of rows displayed in Workgroup lists field.
  7. On the Customize page, click the Layout tab.
  8. On the Layout tab:
    1. Select the Narrow or Wide option for each portlet to make it one or two columns wide.
    2. Select a portlet and click the movement arrows to determine where it will sit on the Workspace page.
  9. 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.

Related Topics

Working with Workgroups

Assigning Documents to Projects

Creating Workgroups

Assigning Workgroup Activities

Creating Workgroup Issues

Sending E-Mail to Activity Resources

Workgroups Details Page


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