Set up self-service portlets

This topic provides details on how to set up a self-service portlet.

Overview

Self-service portlets provide you with the flexibility to define what data to present and how the data is presented. Anyone with the required access grant can set up a self-service portlet without any pre-configuration.

Self-service portlets can be added to and edited from the following areas:

  • Portfolio Type Settings page

  • Portfolio Overview tab

  • Project Type Settings page

  • Project Overview page

  • PPM Dashboard pages

  • Request Dashboard

  • Team's Overview tab

  • Program Dashboard

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Set up display options for a self-service portlet

You can define a display type and options available in that type for a self-service portlet.

To set up display options for a self-service portlet:

  1. Click the Edit button on a self-service portlet to open the Edit Preferences page.

  2. On the right side of the Edit Preferences page, select a data source for the self-service portlet.

    PPM provides two self-service portlet data sources: Portfolio Items and Financial Costs ready for use. For details, see PPM supplied self-service portlet data sources.

    You can also create you own self-service portlet data sources. For details, see Self-service portlet data sources.

  3. From the Visualization pane, select a display type for the self-service portlet and configure the display options.

  4. In the Filters pane, configure the data displayed in the self-service portlet.

    1. In the Data source preference section, set data source preferences for the self-service portlet.

      The fields in the Data source preference section change dynamically, depending on the data source you selected. Initially, all the data source preference fields are mapped from the self-service portlet data source. The preference fields indicate the name of the filed and any default value.

    2. In the Field filters section, set the field filters for the self-service portlet.

      1. Drag and drop a filter field by which to filter data.

      2. Select a filter condition, and then provide a value in the Filter field.

      3. Repeat these steps to apply another filter.

  5. To change the self-service portlet name, in the top left side of the Edit Preferences page, enter a name for the portlet.

  6. Preview the portlet on the left side of the Edit Preference page. Make extra changes if needed.

  7. Click Done.

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Manage favorite views for a self-service portlet

After you set up the display options for a self-service portlet, a favorite view with the name of the chart type is automatically added for this portlet. You can add a new favorite view, update, or delete an existing view. Favorite views enable you to use a single portlet to analyze the same data from various perspectives, and present them in different forms.

To add a favorite view:

You add a new favorite view by copying an existing favorite view.

  1. In the top left side of a self-service portlet Edit Preferences page, click .

  2. Click Copy View of an existing view.

  3. In the Copy View dialog box, enter a name for the new view and click OK.

    The new view has the same display settings as the view it is copied from and is automatically selected for edit.

  4. Edit the display options for the new view.

  5. Click Done to save the new view.

The favorite view saves these settings: data source, display type, display options, and filters.

To manage favorite views:

  1. In the top left side of a self-service portlet Edit Preferences page, click to expand the favorite view list.

  2. Perform the following actions on the favorites:

    Action Description
    Update a favorite view Select the view you want to update. The view currently selected for edit has a check mark before it. Make necessary changes in the Edit Preferences page, and then click Done to save the changes.
    Rename Renames a favorite view.
    Delete Deletes a favorite view.

Which view is displayed when viewing a self-service portlet

When you view a self-service portlet, it is displayed in the view that was last saved.

You can switch to a different view. In the top right corner of the self-service portlet, click Switch views, and select the view you like.

Restore grid view display type to default settings

If a self-service portlet favorite view uses the grid view display type, when viewing the portlet, you can rearrange the data in the way you prefer.

If you then want the portlet to use the display settings saved in the favorite view, click Restore to default in the top right corner of the portlet.

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Define a drill-to view for a favorite view

You can define a drill-to view for a favorite view. A drill-to view offers more details.

Note: Understand the following before you define a drill-to view for a favorite view:

  • The favorite view from which the drill-to view is accessed is referred as the drill-from view.

  • The drill-to view must use the same data source as the drill-from view.

To define a drill-to view for a favorite view:

  1. Open the Edit Preferences page of a self-service portlet.

  2. In the top left side of the page, click .

  3. From the favorite view list, select the favorite view for which you want to define a drill-to view.

    Note: You cannot define a drill-to view for favorite views that use the Grid View or Gauge Diagram display type. However, these favorite views can be selected as drill-to views.

  4. In the Drill to View section of the Visualizations pane, select the drill-to view for this favorite view.

  5. Click Done to save the changes.

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See also: