Customize icons for entity types

You can customize the icons for the following entity types from the Icon Customization page:

In this topic:

Overview

You can customize icons for the following entity types

• Request types

• Project types

• Program types

• Portfolio types

After customizing the icons for entity types, the new icons are displayed on the pages in the Portfolio Management module and Team Management module.

Back to top

Customize icons for entity types

This section provides details on how to customize icons for entity types.

Prerequisites:

To customize icons for entity types, you must have the following:

• The Configuration license

• The Sys Admin: Server Tools: Execute Admin Tools access grant

To customize the icons for entity types:

1. From the masthead, click the Administration button .

2. From the Administration menu, click System Appearance Customization > Icon Customization.

   The Icon Customization page opens and lists all the entity types that are available in the system. By default, the entity types are grouped by their types.

3. (Optional) You can sort the entity types by clicking a column header. A small vertical arrow will be displayed in the column header currently used as the sorting criterion. Click the same column header for the third time to cancel the sorting.

4. (Optional) You can filter the entity types by name or type:

   1. Hover over the column header by which you want to filter the entity types and then click on the right of the column header.
   2. Click and then select the check boxes of the values that meet your filter criteria.

5. In the Abbreviation column of the target entity type, enter up to two characters for the abbreviation for the entity type. The abbreviation will appear on the icon.

   Note: By default, the initials (up to two) of the entity type name are used as the entity type's abbreviation.

6. Click Save.

Back to top