System Administrator Scenarios › How to Create a Portlet Page

How to Create a Portlet Page

Portlets are snapshots into CA Clarity PPM data and can consist of grids or charts.

While portlets do not replace reports, they can be considered mini-reports. A portlet page is comprised of a set of portlets or small windows of information that appear automatically for users with the appropriate access privileges. You can configure a portlet page to allow users to personalize the page as follows:

• Decide which portlets to show or hide on the page.
• Decide where to show the portlets on the page.

Create a portlet page to collect or display information in real time for users.

A portlet page can contain tabs or no tabs. Create one or the other depending on the amount of information that you want to display and how you want to organize the information. The following examples provide guidance for creating portlet pages without tabs and with tabs:

• Create a portlet page without tabs to display a single page containing a few portlets displaying retrospective information for projects.
• Create a portlet page with tabs to display a wide range of project information under different tabs such as Team, Tasks, and Financial Plans.

  The new page layout varies completely from the default page layout for projects. The new layout includes a portlet page with multiple tabs and each tab groups a specific type of information about projects.

The following diagram describes how a system administrator creates a portlet page.

Perform these steps to create a portlet page:

1. Plan the Portlet Page.
2. Create the Portlet Page:
   • Set Up a Portlet Page with Tabs:
     1. Create a Portlet Page with Tabs.
     2. Create Tabs.
     3. Configure a Tab.
   • Set Up a Portlet Page without Tabs:
     1. Create a Portlet Page without Tabs.
     2. Configure the Portlet Page without Tabs.
3. Set Up Link Parameters for the Portlet Page.
4. Assign User Access to the Portlets.
5. Assign User Access to the Portlet Page.
6. Add Portlet Page to Menu Manager and Verify.

Back to Top