Set up tabs for requests

You can configure the tabs displayed in the details page for requests that use a certain request type.

Configure tabs for requests

Available in 23.4 and later versions

Configure which tabs are displayed in the details page for requests that use a certain request type, and determine the tab sequence.

To configure tabs for a request type:

Prerequisites:

  • The Use Tabs in Request Details Page feature toggle is turned on.
  • You have the View Request Types or Edit Request Types access grant.

  1. From the PPM menu, click Open > Administration > Manage Request Types to open the Manage Request Types page.

  2. Click the name link of the request type for which you want to configure the tabs. You can use the Search box to quickly locate a request type by the keyword in the name or description.

  3. In the Request Type Settings page, navigate to the Tabs section.

  4. To display a specific tab in the request details page, from the Available Tabs area, drag and drop the corresponding tab to the Selected Tabs area. You can select to display these tabs: Status, Notes, References, Strategy, and Dashboard.

      Note:
    • The Details tab is always selected for display and cannot be deselected.
    • You can select the Strategy tab for proposal, project, and asset request types. This tab becomes available only when these requests are included in a portfolio.

  5. If you select to display the Dashboard tab in the request details page, you need to configure the Dashboard tab by clicking the settings icon that appears on the tab. For details, see Configure dashboard for requests.

  6. The sequence in which the tabs appear in the request details page is the same as they are listed in the Selected Tabs area. Drag and drop the tabs to place them in the sequence you want.
  7. Click Save.

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Configure request dashboard

Configure which portlets are displayed in the request dashboard and how they are displayed for requests that use a certain request type.

The request dashboard can be displayed either as a dedicated tab or integrated as a section within the request details. This display option is controlled by the Use Tabs in Request Details feature toggle.

Prerequisite

To configure the dashboard for a request type, you must have the Edit Request Types access grant. In addition, you are given the edit access grant from the Ownership tab of the request type.

If the dashboard is displayed as a tab

Available in 23.4 and later versions

To configure the dashboard tab for a request type:

Prerequisite: Request details are displayed in tabs instead of sections by turning on the Use Tabs in Request Details Page feature toggle.

  1. From the Manage Request Types page, click the name link of the target request type to the settings page.

  2. In the Tabs section, click the settings icon on the Dashboard tab.

    Note: The settings icon is available only when you select to display the Dashboard tab in request details by dragging it to the Selected Tabs area. For details, see Configure tabs for requests.

  3. To change the display name of the Dashboard tab, enter a new name in the Change Tab Name field.

  4. In the Request Dashboard Layout Settings section, click Configure Layout to configure dashboard layout.

  5. You can either create a dashboard for the request type, or import a dashboard from other request types:

    Option Details
    Create a dashboard

    To create a dashboard for the request type:

    1. Click Add Portlet.

      The Add Portlets page opens and lists the portlets whose category is Request Overview and to which you have view access grant.

    2. Select the portlets to add to the dashboard and click Add.

      You can use the Search box to quickly locate a portlet by keywords in the name or description.
    Import a dashboard

    To import a dashboard from other request types:

    1. Click Import Dashboard.

      Note: If you already added portlets to the dashboard, clicking the Import Dashboard button overwrites these portlets.

      The Import Dashboard From page opens and lists the request types that have portlets in the dashboard and to which you have view access grant.

    2. Select the request type from which to import the dashboard and click Done.

      You can type a keyword in the Search box to quickly locate the target request type.

  6. Edit the preferences for portlets on the dashboard:

    • To change the position of a portlet, drag and drop it to the preferred place on page.

    • To change the portlet size, drag the portlet border.

    • To change the portlet title and specify the data to display on the portlet, click to open the Edit Preferences page.

  7. To delete a portlet, click Delete and then click Yes to confirm.

  8. Click Done.

  9. Click Save.

If the dashboard is displayed as a section

To configure the dashboard section for a request type:

  1. From the Manage Request Types page, click the name link of the target request type to open the request type settings page.

  2. In the Dashboard section, turn on the Enable Request Dashboard toggle. The following settings are only enabled when the toggle is turned on.

  3. In the Request Dashboard Layout Settings section, configure the dashboard layout. For details on how to configure the dashboard layout, see step 4 through step 8.

  4. Click Save.

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