You can complete the following tasks to personalize a list portlet:
Follow these steps:
The configuration window appears with the list column layout displayed.
You can use the up and down arrows to place the selected columns in the desired order.
Note: Column sorting is not available for hierarchical list pages.
Follow these steps:
The configuration window appears with the list column layout displayed.
Indicates the way that secondary values display in a grid cell.
Values:
Specifies the number of rows to display per page.
Indicates how the results appear initially on a page.
Specifies the attribute whose row is highlighted when the attribute value is not zero.
Specifies whether to display the currency code in the column for money attributes.
Indicates that users can modify the appearance of a portlet.
Indicates that users can modify portlet labels.
A Gantt chart is a virtual field that shows duration and progress over time. New virtual fields are automatically displayed in the far right column of the list. You can move the field to a different position in the List Column layout.
Follow these steps:
The list column fields page appears.
The create page appears.
The column settings page appears.
Defines the name that appears at the top of the column.
Indicates whether the column label appears at the top of the column list.
Indicates whether the text in the column label wraps within the column.
Indicates the start date for the Gantt chart. Do one of the following:
Specifies the time values to show across the top of the Gantt chart. Select a value from the drop-down list.
Indicates the number of time periods to be displayed.
Defines the number of time periods you want to shift the beginning of the Gantt bar relative to the Start Date. You must enter a Start Date value to use this option.
Indicates whether to print the time scale value used. Select the check box to show the value and select the value to be shown from the drop-down list.
Specifies the field name for the primary bar of the Gantt chart. Select a field from the drop-down list.
Specifies the date field value to use at the beginning of the Gantt bar. Select a field from the drop-down list.
Specifies the date field value to use at the end of the Gantt bar. Select a field from the drop-down list.
Specifies the field value to use as a milestone. Select a field from the drop-down list. If the field contains a non-zero value, the Gantt chart displays a diamond.
Specifies the date field value to use to indicate when work is complete. Select a field from the drop-down list. If you choose a Progress Through Date Attribute value, the value chosen overrides the Progress Percent Attribute.
Indicates the values that appear when a user moves a cursor over the bar. Select the check boxes of the items listed that you want to appear.
Gantt charts appear on various pages throughout CA Clarity PPM. The steps to change the display settings are the same from any page with a Gantt chart.
By default, Gantt charts display only one bar, the primary bar. You can change the information displayed in that bar (Total Effort, by default). You can also add a secondary bar to display complimentary or contrasting data. You can also change the time configurations that display in the chart.
Follow these steps:
The list column layout page appears.
The list column fields page appears.
The Gantt chart column settings page appears.
Defines the name for the main column header, which spans multiple columns.
Default: Schedule
Indicates if the name of the column displays on the page or portlet.
Default: Selected
Indicates whether you want text in the column label to wrap.
Indicates the start date for the column spread.
Specifies the time period by which data displays (days, weeks, and so on).
Defines the number of time periods that display.
Defines how to shift the beginning of the Gantt bar relative to the start date. Enter a positive or negative number of time periods into the field.
Indicates whether the timescale displays above the Gantt bar. If you select this option, select a timescale value.
Defines the type of information to display in the corresponding Gantt bar.
Defines the start date of the corresponding Gantt bar display.
Defines the finish date of the corresponding Gantt bar display.
Defines the attribute to designate as a milestone. You can only assign a milestone attribute for a task.
Specifies the attribute used to move the green progress line relative to the length of the task bar to indicate the work completed for the task.
Defines the percentage that is used to move the green progress line relative to the length of the taskbar to indicate the completed work. If you select a value for this field, it overrides the Progress Through Date Attribute selection.
Specifies the label text to display above each taskbar.
Specifies the field used in the text note when you hover over a taskbar. For example, to display the assigned resources for a task, when the cursor is over a taskbar, complete the following steps:
Select Additional Information in the Show Mouseover field.
Specifies the information that you want to display in a text note when the mouse scrolls over an area of the Gantt chart.
Indicates if the chart displays a second bar below the primary bar.
Defines the type of information to display in the corresponding Gantt bar.
Defines the start date of the corresponding Gantt bar display.
Defines the finish date of the corresponding Gantt bar display.
Specifies the attribute used to move the green progress line relative to the length of the task bar to indicate the work completed for the task.
Defines the percentage that is used to move the green progress line relative to the length of the taskbar to indicate the completed work. If you select a value for this field, it overrides the Progress Through Date Attribute selection.
Specifies the information that you want to display in a text note when the mouse scrolls over an area of the Gantt chart.
You can change the Gantt chart timescale to zoom in and out of the timeline. For example, if you are viewing the monthly timeline, to zoom in to see daily timeline information, select the Days timescale value from the Calendar drop-down at the top of the Gantt chart.
Follow these steps:
The time period settings page appears.
Indicates the start date for the column spread.
Specifies the time period by which data displays (days, weeks, and so on).
Defines the number of time periods that display.
Defines how to shift the beginning of the Gantt bar relative to the start date. Enter a positive or negative number of time periods into the field.
You can view and edit the fields that display for a list portlet.
Follow these steps:
The list column fields page appears.
You can add an image that links to another page. New virtual attributes like an image are automatically displayed in the far right column of the list. You can move the virtual attribute to a different position in the List Column layout.
Follow these steps:
The list column fields page appears.
The create page appears.
The column settings page appears.
Defines the name that appears at the top of the column.
Indicates whether the column label appears at the top of the column list.
Indicates whether the text in the column label wraps within the column.
Specifies the image to use in the grid column.
Specifies a page link that appears as a secondary value that the user can select.
Indicates whether the target page of the image link appears as a pop-up.
A progress bar shows progress over time. New virtual attributes like the progress bar are automatically displayed in the far right column of the list. You can move the virtual attribute to a different position in the List Column layout.
Follow these steps:
The list column fields page appears.
The create page appears.
The column settings page appears.
Defines the name that appears at the top of the column.
Indicates whether the column label appears at the top of the column list.
Indicates whether the text in the column label wraps within the column.
Specifies the field value to use for each stage in the progress bar. The value displays below the column label.
Specifies the field value to use for the current stage in the progress bar.
Specifies the field value that defines the total number of stages in the progress bar.
Specifies the color of the progress bar.
Indicates whether the name of the current stage is displayed in the progress bar.
Defines the percentage of the grid portlet that the virtual column is to occupy.
A time-scaled value field is one that you can set up on a list portlet that shows a value for a specific period of time. A time-scaled value is based on a time-varying attribute for which a user enters values in CA Clarity PPM. As a user you cannot create a time-varying attribute. Only an administrator with the appropriate rights can create a time-varying attribute.
You can display multiple time-scaled values in a list portlet. The data for the attributes displays as stacked on the page, with the information for each time-scaled value appearing in the same virtual column. The data that displays can be in units of money, numbers, or percentages.
New virtual attributes such as a time-scaled value are automatically displayed in the far right column of the list. You can move the virtual attribute to a different position in the List Column layout.
Follow these steps:
The list column fields page appears.
The create page appears.
The column settings page appears.
Indicates the time-scaled values that are to display in the virtual column. In the Available list box, select the attributes you want to list in the column and use the arrow buttons to move the attributes to the Selected list box.
Defines the name that appears at the top of the column.
Specifies how the time-scaled value is to display: as a number, a column graph, or a bar graph.
Specifies an additional (second) value for a time-scaled value virtual column that displays as a tooltip when you mouse over the value in the column.
Specifies a page link that appears as a secondary value that the user can select.
Indicates whether the target page of the image link appears as a pop-up.
Indicates whether the field label appears next to the time-scaled value in the virtual column. Select the check box to display the field label.
Indicates whether the column label appears at the top of the column list.
Indicates the start date for time period for the virtual-scaled value.
Values:
Specifies the length of time the time-scaled value covers.
Values:
Defines the number of time periods that will be reported in the virtual column.
Defines the number of time periods you want to shift the beginning of the time-scaled value relative to the Start Date. You must enter a Start Date value to use this option.
Specifies a timescale is to be displayed above the virtual column. Select the check box to display a timescale and select the period type you want from the drop-down list.
Defines the number of decimal places to return for the attribute. To specify the attribute as an integer, enter a zero (0).
Specifies the text alignment in grid cells.
Indicates whether the text in the column label wraps within the column.
Indicates whether the text in the column can wrap within the column. Select the check box to allow wrapping.
An aggregation row shows statistical data for money or number fields that display in the aggregation row. You can choose from a number of mathematical functions to apply to the individual fields you select for the row. You can choose maximum, minimum, average, sum, count, standard deviation, and variance.
Follow these steps:
The list aggregation page appears.
The properties page appears.
Defines the name for the aggregation row. Enter the name you want to appear.
Determines whether the name of the aggregation row is displayed. Select the check box to display the name.
Specifies the field value that is to be used for aggregation. All fields that you have selected for the grid portlet are present for selection but do not have to be included in the aggregation row.
Specifies the aggregation function used to calculate values for a selected field (cell) in the row.
You can display a field in an aggregation row as a number, a bar graph or a column graph. By default, the field displays as a number when it is first added to the aggregation row. The following procedure describes how to display an aggregation field as a bar or column graph.
This procedure assumes that the aggregation row with number fields has been created.
Follow these steps:
The list aggregation page appears.
The display page appears.
If you select bar or column graph, these words appear at the bottom of the column in the Display row.
Specifies the thickness of the column.
Values:
Defines the maximum length that the graph can be as a column or bar in pixels.
Specifies what will be used as the basis for scaling if you want the graph scaled.
Specifies the color for the graph.
Specifies the field that is to be used to calculate a threshold for the graph.
Specifies the mathematical function used to calculate a threshold for the graph.
Specifies the graph color used to indicate when the threshold has been exceeded.
Specifies the second field value to be displayed as a bar or column graph in a column.
Specifies the color for the graph.
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