Personalizing Pages › How to Personalize Pages

How to Personalize Pages

As an application user, you can personalize your pages so that they display the information you need. By personalizing a page, you view only the content that is relevant to your task and you can display the content on the page in a way that best suits you.

Each CA Clarity PPM page is composed of portlets and the page content can be organized into tabs.

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

Note: The changes you make are visible only to you.

The following diagram describes how an application user personalizes pages:

To personalize pages, perform these steps:

1. Review Prerequisites
2. Manage Page Content
3. Add a Filter to a Page
4. Manage Page Layouts
5. Manage Page Tabs

Review Prerequisites

To successfully personalize pages, the following tasks must be completed:

• You must have sufficient access rights. For more information, see the Access Rights section in the Personalizing CA Clarity PPM User Guide.

  Note: If you have the privileges to personalize, the related menus or icons appear on a page or a portlet toolbar.

• The page must be editable. Your CA Clarity PPM administrator must enable the Allow users to add tabs and Personalize.

Manage Page Content

You can manage the page content by adding or removing portlets, or restoring default portlets.

Follow these steps:

1. On the page, click the Personalize icon that is located at the right top corner.

   The Content page with a list of portlets already displayed on the page appears.

2. Click Add and in the Select Content dialog, select the portlets that you want to add to the page.
3. Click Add or Add and Select More.
4. On the Content page, click Return to save the changes and return to the page or click Continue to make further configuration settings.

   The new portlet is added to the page.

To remove portlets from the page or restore the default content, use the Remove or Restore Defaults buttons.

Add a Page Filter

You can add a filter portlet to a page to filter the page content.

Follow these steps:

1. On the page, click the Personalize icon located at the right top corner.
2. Go to the Page Filters tab.

   The list of filters that the page already contains appears.

3. Click Add and select a filter from the list of available filters.
4. Click Add.

   The filter is added to the list of page filters for the page.

5. (Optional) Set the Persist and Default options.

   Persist

   If you are adding the filter portlet to pages and you want the values in the filter to persist when you move from one page to another, select the Persist check box. Filter values will persist only across pages that use the same filter portlet.

   Default

   Select the Default option for the desired page filter default. The first filter published to the page is the page filter default unless a selection indicates otherwise.

6. Save the changes.

Manage Page Layouts

Change the layout of the page by reordering the page content.

Follow these steps:

1. On the page, click the Personalize icon that is located at the right top corner.
2. Go to the Layout tab.
3. In the Layout field, select the layout template for the portlets.

   Each option provides the number of columns and the percentage of the page given to each column. In the Row Layout option, the number of portlets you place in a row determines the percentage of space given to a portlet.

4. In the boxes that represent columns on the page, use the arrow keys to move the portlets in the order you want for the page.
5. Save the changes.

Manage Page Tabs

You can create your personalized workspace by managing the tabs that appear on a page and the portlets that appear on each tab.

Use the Manage Tabs page to complete the following tasks:

• Add new tabs and select the portlets for these tabs.
• Edit, reorder or delete tabs.

Add a New Tab and Tab Content

Add a new tab to a page, and then add the portlets you want displayed on the page. The new tabs that you add appear next as the last tab on the page.

Follow these steps:

1. On the page, click the Manage My Tabs icon.

   The Manage Tabs page appears showing the list of existing tabs.

2. Click New.
3. Complete the Tab Name and Description fields and click Save and Continue.

   The Content page appears.

4. Add the portlets that you want to appear on the new tab, and click Continue.

   The Filter Content page appears.

5. Add a page filter and click Continue.

   The Layout page appears.

6. Configure the layout and click Save and Return.

   A new tab is created.

Edit Tabs

Edit the properties and content of existing tabs.

Note: You cannot edit the properties of all tabs. If the tab can be edited, it shows a link when you hover the mouse cursor over the list. You can edit the properties of custom tabs you create.

Follow these steps:

1. On the page, click the Manage Project Tabs icon.
2. On the Manage Tabs page, click the name of the tab that you want to edit.
3. You can edit:
   • Page properties
   • Page content
   • Filters
   • Page Layout
4. Save the changes.

On the Manage Tabs page you can also delete selected tabs or reorder them. Use the respective buttons.

Note: You can remove the tabs that you create on a page. You cannot remove the CA Clarity PPM default tabs, or the tabs installed with the PMO Accelerator add-in.