The Configuration Process

Configuring the standard interface requires steps relating to both creating portlets and making them available. In general, the process is as follows:

Step 1: Create a portlet.

  1. Create a portlet data source. See Creating and Maintaining Portlet Data Sources for specifics.

  2. Create a portlet definition. See Creating and Maintaining Portlet Definitions for more information.

Step 2: Create and share a module and its Dashboard page(s).

See Creating and Maintaining PPM Dashboard Pages and Modules to learn more about these topics.