About Personalizing CA Clarity PPM

This section contains the following topics:

Personalize pages, lists, charts, filters, and personal dashboards. The changes you make are visible only to you.

If you have the privileges to personalize, the related menus or icons appear on a page or a portlet toolbar. If the owner changes and publishes the original item, you lose your personal changes.

The content in this guide is based on the out-of-the-box version of CA Clarity PPM. Suppose, you or your CA Clarity PPM administrator creates any user-defined values and fields, or configures a page or portlet. The procedures for that page or feature in the guide can be different.

What You Can Personalize

To personalize a page, you can:

Add a portlet
Add a new tab and tab content to tabbed pages
Edit tab details
Reorder tabs
Delete a tab

To personalize a dashboard, you can:

Add or remove portlets
Add or remove page filters
Change the layout of dashboard portlets

You can configure lists, charts, and filter portlets that appear on pages, tabs, or dashboards in CA Clarity PPM. To configure a list, you can:

Set the layout of columns
Set options that determine how the list appears
Edit the fields
Add a Gantt chart, an image, a progress bar, or a time-scaled value
Add an aggregation row

To configure a chart, you can:

Change the chart type
Change the source data
Change the options that determine how the chart displays

To configure a filter portlet, you can:

Add a field
Add a lookup or a multi-valued lookup
Decide field layout