Configure Overview tab

Choose which portlets appear on the portfolio's Overview tab and how they are displayed. You can configure the Overview tab for all portfolios of a specific portfolio type, or for an individual portfolio.

To configure the Overview tab for portfolios:

  1. To configure the Overview tab for all portfolios of a specific portfolio type, open the portfolio type.

    To configure the Overview tab for an individual portfolio, open the portfolio, and then click ... > Portfolio Settings in the top-right corner.

  2. In the Tabs area, click the Settings button on the Overview tab.

    Note: The Settings button is available only when you select to display the Overview tab in a portfolio by dragging it to the Selected Tabs area. For details, see Set up portfolio tabs.

  3. (Available only on portfolio type settings) If you want to allow portfolio managers to change the Overview tab layout in their portfolios, enable the Allow portfolio manager to override the following settings option. If this option is disabled, portfolio managers cannot configure the Overview tab in their portfolios.

  4. In the Portfolio Overview Layout area, click Configure Layout and then use the following options to configure the overview layout for portfolios.

    Option Description
    Add Portlets

    Opens the Add Portlets dialog box where you can select the portlets you want to add.

    • To adjust the portlet size, drag the portlet border.

    • To rearrange the layout of a portlet, drag and drop the portlet to the target place.

    • To change the portlet title and select the data to display, click the Edit button to open the Edit Preferences page. For details on how to edit the portlet preferences, see Set up self-service portlets

    For portfolio types, added portlets are displayed in new portfolios of this portfolio type.
    Reset Overview Layout for Existing Portfolios

    If you want to apply the overview layout settings of the portfolio type to all existing portfolios of the type, click this option and click Done in the pop-up dialog box. This overrides any changes that portfolio managers made to their portfolios.

    Not available from portfolio settings.
    Add Portlets to Existing Portfolios

    If you want to insert some portlets into all existing portfolios of the portfolio type, click this option and select the portlets to insert.

    The portlets available for selection are the portlets that you have created for portfolio overview layout. See Add Portlets.

    If a portlet you want to insert already exists in an existing portfolio, with the same portlet title and definition, you can decide whether to replace the portlet in the portfolio.

    Not available from portfolio settings.
    Restore to Default

    Click the Restore to Default button, the portfolio will use the default dashboard settings inherited from the portfolio type.

    Not available from portfolio type settings.

  5. To delete a portlet, click Delete and then click Yes to confirm.

See also: