CA Clarity PPM Web Parts in CA Clarity PPM Project Sites (Microsoft SharePoint Connector) › CA Clarity PPM List Web Parts › Configure CA Clarity PPM List Web Parts

Configure CA Clarity PPM List Web Parts

Configure the CA Clarity PPM List Web Part to display the list of items that you want to view. You configure the CA Clarity PPM List Web Part to access CA Clarity PPM project data by selecting the desired CA Clarity PPM data provider.

You can configure a CA Clarity PPM List Web Part by using its tool pane. The CA Clarity PPM Data Provider list in the tool pane displays all the data providers that are available for the configured binding parameters.

Follow these steps:

1. Open the Web Part menu of the CA Clarity PPM List Web Part, and from Edit, click Modify Shared Web Part.

   The tool pane appears.

2. In the CA Clarity PPM section of the tool pane, from the CA Clarity PPM Data Provider list, select the data provider.

   The page refreshes.

3. (Optional) To configure this Web Part as a list that can be integrated with Microsoft Outlook, do the following:

   Task List

   Select the Task List check box.

   Start Date Attribute

   Select the start date attribute.

   Required: No

   Due Date Attribute

   Select the finish date attribute.

   Required: No

   Priority Attribute

   Select the attribute that indicates the priority.

   Required: No

   % Complete Attribute

   Select the attribute that indicates the percentage of completion.

   Required: No

   If you do not select the Task List check box, the Actions menu does not display the Connect to Outlook command, which enables the integration of the list with Microsoft Outlook. Selecting an attribute from the Start Date Attribute, Due Date Attribute, Priority Attribute, and % Complete Attribute lists ensures that these attributes are included in the list in Microsoft Outlook.

4. (Optional) Customize the Web Part by providing details in the Appearance, Layout, and Advanced sections.

   Note: For more information about customizing the Web Part, see the Microsoft Windows SharePoint documentation.

5. Click OK.

   The CA Clarity PPM List Web Part displays a list of items retrieved from the data provider.

If you do not select the Task List check box, you can reconfigure the CA Clarity List Web Part to integrate the list with Microsoft Outlook. To integrate the list with Outlook, access the tool pane of the CA Clarity List Web Part and select the Task List check box. Optionally, select the start date, due date, priority, and percentage complete attributes to include the fields in Microsoft Outlook.