Copying Portlet Data Sources

To create a new portlet data source using an existing portlet data source as the basis:

  1. Log on to PPM.

  2. From the menu bar, select Open > Administration > Open Workbench.

    The PPM Workbench opens.

  3. From the shortcut bar, select Dashboard > Data Sources.

    The Data Source Workbench opens.

  4. Search for and select a portlet data source (see Searching For and Viewing Existing Portlet Data Sources).

  5. Click Copy. The Copy Data Source window opens.

  6. In the Data Source Name field, specify a unique name for the portlet data source.

    In the Reference Code field, specify a unique reference code for the portlet data source.

    Note: If your PPM instance supports multiple languages and the data source is defined in a language other than your session language, the Copy existing translations checkbox is enabled. To copy all of the content that is translated for the data source, select this checkbox. To copy only the content that has been translated to your session language, do not select the checkbox. For more information, see Multilingual User Interface Guide.

  7. Click Copy. The Question window opens.

  8. Click Yes if you would like to edit the portlet data source. Otherwise, click No.

  9. (Optional) If you clicked Yes in the previous step, modify the portlet data source using the information described in Creating or Modifying Portlet Data Sources.