Project Overview Layout Policy

The Project Overview Layout policy controls the settings used to print and display portlets for a project.

Option

Description

Allow project managers to override these settings?

Whether or not project managers can edit this policy in their projects.

Default Tab for display

The default tab displayed when opening a project.

If Exceptions is selected and there are no exceptions for the project, the Summary tabbed area is displayed instead.

Title Settings
Use Project Type Name as Title on Project Overview page Whenthis option is selected, you rename project name to include the project type name.
Project Indicators Settings
Show Overall Health on Project Overview Page Whether to show or hide health, cost info, risk/issue status, etc., from the project overview header section.
Show Issue Health on Project Overview Page
Show Schedule Health on Project Overview Page
Show Cost Info on Project Overview Page

Print Settings

Work Plan

Default: 15. The number of tasks to print in the Work Plan portlet.

Milestones

Default: 15. The number of tasks to print in the Milestone Summary portlet.

Issues

Default: 15. The number of issues to print in the Issues portlet.

Show Closed Issues

Select to include closed issues when printing the Issues portlet.

Risks

Default: 15. The number of risks to print in the Risks portlet.

Show Closed Risks

Select to include closed risks when printing the Risks portlet.

Scope Changes

Default: 15. The number of scope changes to print in the Scope Changes portlet.

Show Closed Scope Changes

Select to include closed scope changes when printing the Scope Changes portlet.

Project Staffing

Default: 15. The number of lines to print in the Staffing portlet.

Project Associations

Default: Date Summary.

Select the type of information to include when printing the Project Associations portlet.

Participants

Default: Project Managers, Stakeholders, Summary Task Owners.

Select the participant information to include when printing the Project Participants portlet.

Display Settings

Work Plan

Default: 5. The number of tasks to display in the Work Plan portlet.

Milestones

Default: 5. The number of tasks to display in the Milestone Summary portlet.

Project Staffing

Default: 5. The number of lines to display in the Staffing portlet.

Approve Time

Default: 5. The number of time sheet lines to display in the Time Approval portlet.

Issues

Default: 5. The number of issues to display in the Issues portlet.

Risks

Default: 5. The number of risks to display in the Risks portlet.

Scope Changes

Default: 5. The number of scope changes to display in the Scope Changes portlet.

Layout

Add Portlets

Select the portlets to display. Only portlets of the Project Overview category can be selected.

Display area

Rearrange, resize, and/or remove portlets to display and print.

Portlets shown in grey can only be printed. Portlets shown in white can be displayed and printed.

When printing, the portlets shown are the portlets selected as the defaults to print in the Export Project Overview to PDF dialog. From this dialog, you can also modify the portlets to print.