Managing the PPM Dashboard and Portlets

Overview

You can use the PPM Dashboard, PPM Dashboard pages, and portlets to create views that allow you to easily track the applications that you own, surveys to which you have been asked to respond, and applications for which you have been asked to provide information. The PPM Dashboard, PPM Dashboard pages, and portlets are described in the following sections:

PPM Dashboard and PPM Dashboard Pages

The PPM Dashboard, located on the menu bar, provides the core of the standard user interface. It is a real-time Web page view into your application portfolio. By viewing pages on the PPM Dashboard, you can obtain accurate, up-to-the-minute status information about your applications and deliverables.

PPM Dashboard pages, accessed from the PPM Dashboard, organize application data. You can choose to devote one PPM Dashboard page to application data and designate another for information about surveys you have been asked to complete. How you organize your data is entirely up to you.

Two types of PPM Dashboard pages are available for users in Micro Focus PPM Application Portfolio Management (APM):

  • Shared PPM Dashboard pages. Shared PPM Dashboard pages are preconfigured PPM Dashboard pages provided by APM or configured by the APM administrator. They are made available to one or many users. You cannot edit a shared PPM Dashboard page or the portlets it contains.

    APM supplies two shared PPM Dashboard pages for users: Front Page and Applications. These pages contain portlets that provide the type of information that is typically used by an analyst.

    Tip: Shared PPM Dashboard pages are also known as Micro Focus-supplied PPM Dashboard pages.

  • Private PPM Dashboard pages. You create and configure your private PPM Dashboard pages. You can add configurable portlets to a private page, move the pages up or down in the list of pages, and delete them. You can also configure the information displayed in shared portlets that you add to private pages.

The default PPM Dashboard page is the first PPM Dashboard page you see when you log on to APM. For users who have personalized their    PPM Dashboard, it is the first private page on the list; for new users, it is the first shared page on the list.

For descriptions of the shared and private PPM Dashboard pages and portlets provided for users and for descriptions of the configurable portlets that you can add to a private PPM Dashboard page, see PPM Dashboard Pages and Portlets.

For descriptions of the different types of PPM Dashboard pages and instructions for personalizing your private PPM Dashboard and for managing the PPM Dashboard, see the PPMGetting Started guide.

Portlets

Portlets are displayed on PPM Dashboard pages. They display real-time information relevant to your role as an APM user.

Two types of portlets are available in APM: shared and configurable.

  • Shared portlets. Shared portlets are preconfigured portlets provided by APM or configured by the APM analyst or administrator. They are predefined versions of the configurable portlets. Shared portlets are displayed on the shared PPM Dashboard pages. You can edit shared portlets only if you first add them to a private PPM Dashboard page.

    The shared portlets for users contain information related to the applications they own, workstreams for which they are a resource, applications requiring their input, surveys requiring their response, and the applications in the organization's portolio.

    Note: Shared portlets are also known as Micro Focus-supplied portlets.

  • Configurable portlets. APM provides several configurable portlets that you can add to your private PPM Dashboard pages and personalize. Configurable portlets are highly customizable—by setting filters, you can configure the data that is displayed.

    The configurable portlets for users contain information related to the applications they own, workstreams for which they are a resource, applications requiring their input, surveys requiring their response, and the applications in the organization's portolio.

You can drill down on the data displayed in many of the shared and configurable portlets to view additional details.

For descriptions of the shared and configurable portlets provided for a user, see the online Help and PPM Dashboard Pages and Portlets.

For instructions for personalizing the configurable portlets, see the PPMGetting Started guide.

Tip: To add a portlet that is described in this guide to your private PPM Dashboard, search for and select a portlet from the Application Portfolio category when following the instructions for adding a portlet in the PPMGetting Started guide.