Customizing My Preferences View Preferences

Customize view preferences to specify the items that appear in the Dashboards, Portfolios, Projects, Resources, Administration, and Approvals sections. You can edit only your view preferences if you have been assigned edit rights. If you do not have edit rights, the options are disabled.

To customize view preferences:

  1. Click the User menu and select My Preferences.
  2. On the My Preferences page, click the View tab.
  3. On the View tab, select Dashboards.
  4. In the Dashboards section:
    1. Expand the Menu Items subsection and select the options.
    2. Expand the Displayed Dashboards section to view the dashboards.
  5. On the View tab, select Portfolios.
  6. In the Portfolios section:
    1. Expand the Menu Items subsection, and select the options.
    2. Expand the Pages subsection, and select the options.
  7. On the View tab, select Projects.
  8. In the Projects section:
    1. Expand the Menu Items subsection, and select the options.
    2. Expand the Pages subsection, and select the options.
    3. Optionally select views to open when the EPS, Activities, and Assignments pages are opened.
  9. On the View tab, select Resources.
  10. In the Resources section:
    1. Expand the Menu Items subsection, and select the options.
    2. Expand the Pages subsection, and select the options.
    3. Optionally select a view to open when the Assignments page is opened.
  11. On the View tab, select Approvals.
  12. In the Approvals section:
    1. Expand the Pages subsection, and select the options.
  13. On the View tab, select Administration.
  14. In the Administration section:
    1. Expand the Pages subsection, and select the options.
  15. On the View tab, click Save.

Tips

Related Topics

About My Preferences

Customizing My Preferences Global Preferences

Changing Your Own Password

Unlocking Your Account

My Preferences Page

Global Tab of the My Preferences Page



Last Published Wednesday, July 10, 2024