Copying Portlet Definitions

You can copy a portlet definition to use as the basis for another portlet definition.

Note: Java portlet definitions and WSRP portlet definitions cannot be copied.

To copy a portlet definition:

  1. Log on to PPM.

  2. From the menu bar, select Open > Administration > Portlet Definitions > Configure Portlet Definitions.

    The Configure Portlet Definitions page appears, as shown in Step 2 (From the menu bar, select Open > Administration > Portlet Definitions > Configure Portlet Definitions..

  3. Search for and select a portlet definition.

    For detailed instructions on how to search for and select portlet definitions, see Searching for Existing Portlet Definitions.

    The Configure Portlet Definition: <Portlet Definition> page appears.

    Note: If your PPM instance supports multiple languages and the portlet definition is defined in a language other than your session language, you cannot edit the portlet definition. For more information, click here in the header or see Multilingual User Interface Guide.

  4. Click Copy.

    The Configure Portlet Definition: <Portlet Definition> page is updated with the copied information.

  5. Provide the portlet information using the information available from the following steps: Enter Portlet Information (Step 4: Click Next.), Set up Display Options (Step 6: Click Next.), Define Preferences (Step 8: Click Next.), Configure Portlet Communication (Step 9: If you do not want to change any of the remaining default values, click Finish. Otherwise, click Next.), Configure Access (Step 10: If you do not want to change any of the remaining default values, click Finish. Otherwise, click Next.), and Add User Help (Step 11: Click Next.).

    Tip: Click Preview to review the layout and make sure that you have presented the information as desired.

  6. Click Create.

  7. (Optional) Make any additional modifications and click Save.

  8. Click Done to return to the Configure Portlets Definitions window.