How to Personalize CA Clarity PPM › Introduction to Personalizing CA Clarity PPM

Introduction to Personalizing CA Clarity PPM

You can personalize pages, lists, charts, filters, and personal dashboards. The changes that 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. If you or your CA Clarity PPM administrator create any user-defined values and fields, or you configure a page or portlet, the procedures for that page or feature in the guide can be different.

To personalize a page, you can:

• Add a portlet
• Add a tab and tab content to tabbed pages
• Edit tab details
• Reorder the 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 the 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 multivalued lookup
• Decide the field layout