Content Tab of the User Interface View Details Page
Overview
Use this tab to configure the menu items, pages, and dashboards users of the current user interface view are permitted to view.
Screen Elements
User Interface View Name field
The unique name for the User Interface View. The naming scheme you choose for user interface views might reflect the roles or permissions of their intended users. For example, Intern, Associate, Project Staff, Manager, and Executive are all possible user interface view names in a series offering distinct but sometimes overlapping access to menus and pages.
Administer section
Enables you to customize which administrative functions you can access from the Administer menu.
Menu Items options
Determines which Administer menu items you can access. By selecting the Menu Items option itself, you can access all menu items.
- Application Settings: Enables your organization to define a series of application-wide parameters and values that apply globally and to set defaults and settings that affect how the application behaves. For example, configure general application settings including calendar and activity duration defaults, URLs for related applications, summarization time periods (also used to store past period performance actuals), and also enable the optional password policy setting.
- Enterprise Data: Enables you to define series of application-wide data that apply to all projects. For example, you can set global data, such as currencies and financial periods; project data, such as baseline types and funding sources; activity data, such as activity codes and step templates; resource data, such as rate types and units of measure; risk data, such as risk categories and scoring matrices; issue data, such as issue codes and UDFs; and document data, such as document categories and statuses.
- User Access: Enables you to create user accounts, assign access, manage the organizational breakdown structure (OBS) and configure profiles.
- User Interface Views: Enables you to create pre-configured sets of options you assign to users so their view of Dashboards, Portfolios, Projects, Resources, and Administration is optimized for their role. User interface views permit visibility to features essential for a user's role while hiding functionality that is not applicable.
Dashboards section
Enables you to customize which functions you can access from the Dashboards menu.
Menu Items options
Determines which functions you can access under the Dashboards menu. By selecting the Menu Items option itself, you can access all menu items.
- Manage Dashboards: Enables you to access the Manage Dashboards page where you can create, customize, assign, and delete dashboards.
- Approve Timesheets: Enables you to access the Timesheet Approval page where you can approve or reject timesheets, assign a delegate timesheet approval manager, send a timesheet e-mail notification, and more.
Displayed Dashboards option
Lists the dashboards you can access, based on what your P6 administrator assigned to you.
Assign link
Allows the administrator to assign Global or Multiple User dashboards to the user interface view.
Remove link
Allows the administrator to remove dashboards from the user's view.
Move Down
Moves the selected item one level lower in the hierarchical arrangement.
Move Up
Moves the selected item one level higher in the hierarchical arrangement.
Portfolios section
Enables you to customize which functions you can access from the Portfolios menu and which pages you can access within the Portfolios section.
Menu Items option
Determines which functions you can access from the Portfolios menu. By selecting the Menu Items option itself, you can access all menu items.
- Manage Portfolio Views: Enables you to create, modify, and delete portfolio views. A portfolio view is a scorecard or chart providing high-level information spanning an entire group of projects.
- Manage Scenarios: Enables you to create, modify, or delete scenarios, and determine who can access them. A scenario is a snapshot of historical project data; you can use it to compare against the latest summarized data, or to compare to other scenarios.
- Open Portfolio: Enables you to open a group of projects by EPS, code, or portfolio.
- Manage Portfolios: Enables you to review the list of projects in each portfolio, and to create, modify, and delete portfolios.
Pages option
Determines which pages display on the Portfolios navigation bar. If you select the Pages option itself, you can access all pages.
- Portfolio Analysis: Use this page to analyze portfolio data, conduct side-by-side comparisons of two project groups, and apply what-if scenarios and waterline analysis techniques to assist with executive-level critical decision making.
- Capacity Planning: Use this page to analyze role allocation and cost over time.
- Performance Status: Use this page to display summarized schedule and cost or labor unit data based on the performance metric you select.
- Gantt Chart: Use this page to display timescaled performance or earned value schedule information at the WBS level, along with unit or cost data, in a spreadsheet or histogram.
- ROI: Use this page to display cost/benefit information based on live data for the open project group.
- Details: Use this page to modify a group of projects, called a portfolio.
Projects section
Enables you to customize which functions you can access from the Projects menu and which pages you can access within the Projects section.
Menu Items option
Determines which functions you can access from the Projects menu. By selecting the Menu Items option itself, you can access all menu items.
- Open Projects: Enables you to open projects by EPS, project code, or portfolio.
- Enterprise Project Data: Enables you to configure project-related enterprise project for your entire organization.
- Scheduled Services: Enables you to schedule, verify status, modify, and delete routine recurring project management jobs, called services.
Pages option
Determines which pages are available on the Projects navigation bar. If you select the Pages option itself, you can access all pages.
- EPS: Use this page to manage the Enterprise Project Structure (EPS) and its projects. The EPS page displays schedules for any single project or group of projects you choose with detail windows, a Gantt chart, and a table.
- Activities: Use this page as your central project management tool for all project activities and their associated details. This includes all WBS elements, activities, steps, issues, notebooks, resource assignments, risks, and other details.
- Workspace: Use this page to view information specific to each project, including project management and project performance information.
- Team Usage: Use this page to view cost or usage data at the team level and for individual roles and resources assigned to the project you are working with.
- Issues: Use this page to view a list or chart of all the issues for the currently open projects or portfolios.
- Documents:
- With a content repository enabled: Use this page to view, check in, check out, and download selected documents from one or more projects, associate additional items with a selected document, and compare documents across projects.
- Without a content repository enabled: Use this page to view document details and send e-mail about a document.
- Risks: Use this page to add, modify, or delete project risks.
Resources section
Enables you to customize which functions you can access from the Resources menu and which pages you can access within the Resources section.
Menu Items option
Determines whether to display the Resources menu, which provides the option to view the Enterprise Resource Data page.
Pages option
Determines which pages are available on the Resources navigation bar. If you select the Pages option itself, you can access all pages.
- Administration: Use this page to create, modify, and delete resources, resource teams, roles, and role teams.
- Planning: Use the Resource Planning spreadsheet on the Planning page to specify, review, or modify project-level and WBS-level allocation data for individual resources and roles across a project life cycle.
- Assignments: Use this page to view and modify resource assignment data using filters, which enables you to view resource assignment data for only the resources or projects that you need to view.
- Analysis: Use this page to compare resource utilization between resource teams, project resources, and department resource, all from one central location.
Getting Here
To modify an existing user interface view:
- Click the Administer
menu and select User Interface Views. - On the User Interface Views page, click a View.
- On the Details of page, click the Content tab.
To modify a new user interface view:
- Click the Administer
menu and select User Interface Views. - On the User Interface Views page, click Create User Interface View.
- In the Copy from Existing User Interface View dialog box, click New User Interface View or an existing view and click OK.
- On the Create User Interface View page, click the Content tab.
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