9 0:Personalize page

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[edit] Where in Project.net

Personal > Personalize this Page

[edit] Channel Manager

Choosing the [Personalize Page] link on any page opens to the CHANNEL MANAGER Page. A user is able to modify and customize the display settings of a page using the options available in the PERSONALIZE Page.

[edit] Personalize Page for Personal Dashboard

The PERSONALIZE page of the Personal Dashboard lists the channel names that apply to the Personal Dashboard. Display of these channels can be enabled or disabled and their content defined for view with or without scrollbars.

Personalize Page
Personalize Page

[edit] Channel Names List

[edit] Assignments

All Assignments that are in Progress, late or starting in 2 days are displayed under this channel on Assignments. These assignments are displayed with details on Assignment name, Project to which they belong, Complete % and the date of last updation.

[edit] My Projects

All the Projects that belong to the logged in user are displayed under the MY PROJECTS channel in the Personal Dashboard page. Details here include the name of the Projects, Business to which these projects belong, overall, financial, schedule and Resource status of the project.

[edit] My Businesses

All Businesses to which the logged in user belongs is listed under the MY BUSINESSES channel in the Personal Dashboard page. Details here include the Business name, Business type and the number of people in the Business.

[edit] Site Status

  • Personal Planned Activity Metrics
  • Upcoming Meetings
  • Workflow Inbox
  • Documents checked out by me

A user can enable and disable display of a channel in a page by checking and unchecking the checkbox on Active.

Choosing the option on "List all items without scrolling" disables the scroll channel for the contents in the channel. The drop down field on Select Scroll Frame Size is disabled on choosing this option.

Choosing the option on "Scroll Channel Content" enables the scroll channel for the contents in a channel. On selecting this option, the User is required to choose the option from the drop down field on Small, Medium and Large to display the scroll channel based on this selection.

Make the required modifications to define the settings and click on Submit to save the changes. The page channels defined are saved and updated for view.

[edit] Personalize Page for Business Dashboard

The PERSONALIZE page of the Business Dashboard lists the channel names that apply to the Business Dashboard. Display of these channels can be enabled or disabled and their content defined for view with or without scrollbars.

Personalize Page_Business
Personalize Page_Business

[edit] Channel Names List

[edit] Projects

All Projects that are grouped under the selected business are listed under the Projects channel in the Business Dashboard.

[edit] Documents modified within last 7 days

This channel contains the documents that have been modified within the last 7 days and those that belong to the business selected.

[edit] Forms modified within last 10 days

This channel contains the Forms that have been modified within the last 10 days and those that belong to the business selected.

[edit] Business News

News if any created for the Business are displayed under this channel on Business News.

[edit] Business Members

All the members of the Business with their online status are listed under Business Members channel.

[edit] Upcoming Meetings

All upcoming meetings of the user of the Business are listed under this channel on Upcoming Meetings.

A user can enable and disable display of a channel in a page by checking and unchecking the checkbox on Active.

Choosing the option on "List all items without scrolling" disables the scroll channel for the contents in the channel. The drop down field on Select Scroll Frame Size is disabled on choosing this option.

Choosing the option on "Scroll Channel Content" enables the scroll channel for the contents in a channel. On selecting this option, the User is required to choose the option from the drop down field on Small, Medium and Large to display the scroll channel based on this selection.

Make the required modifications to define the settings and click on Submit to save the changes. The page channels defined are saved and updated for view.

[edit] Personalize Page for Project List page

The PERSONALIZE page of the Project list page lists the channel names that apply to the Project List page. Display of these channels can be enabled or disabled and their content defined for view with or without scrollbars.

Personalize Page_Projectlist
Personalize Page_Projectlist

[edit] Channel Names List

[edit] Portfolio Status

The portfolio status of the projects in the PROJECT LIST page displays the list of all the projects with their percentage of completion represented by charts.

[edit] Portfolio Budget

The Portfolio budget displays the budget charts of the projects with budgetted and actual cost values provided for the created projects.

  • Default Tree View

A user can enable and disable display of a channel in a page by checking and unchecking the checkbox on Active.

Choosing the option on "List all items without scrolling" disables the scroll channel for the contents in the channel. The drop down field on Select Scroll Frame Size is disabled on choosing this option.

Choosing the option on "Scroll Channel Content" enables the scroll channel for the contents in a channel. On selecting this option, the User is required to choose the option from the drop down field on Small, Medium and Large to display the scroll channel based on this selection.

Make the required modifications to define the settings and click on Submit to save the changes. The page channels defined are saved and updated for view.

[edit] Personalize Page for Project Dashboard

The PERSONALIZE page of the Project dashboard lists the channel names that apply to the Project Dashboard. Display of these channels can be enabled or disabled and their content defined for view with or without scrollbars.

Personalize Page_Projects
Personalize Page_Projects

[edit] Channel Names List

[edit] Bar Chart

The Bar chart channel of the Project displays the Task completion status of the tasks in the Project. These include the completed Tasks, Tasks due this week, Late Tasks and Unassigned Tasks.

[edit] Project Completion

Details in this channel include the Project Planned and Actual completion dates, Finish dates, Completion percent, Overall, Financial, Scheduled and Resource status of the project.

[edit] Phases and Milestones

Phases and Milestones that were created for the selected Project are displayed under this channel in the Project Dashboard page.

[edit] Subprojects

List of all the subprojects for the selected project are available under this list. Details here include the Subproject name, completion percent and the Overall, financial, schedule and Resource status of the sub projects.

[edit] Upcoming Meetings

All upcoming meetings of the selected Project find their place in this list on Project Dashboard.

[edit] Project News

News if any created for the Business are displayed under this channel on Projects News.

[edit] Teammates online

All members of the project with their online status are displayed under this channel.

[edit] Last changes within 5 days

Last changes to Documents, wiki, Blog, Discussion and Forms are displayed under this channel on Last changes within 5 days.

A user can enable and disable display of a channel in a page by checking and unchecking the checkbox on Active.

Choosing the option on "List all items without scrolling" disables the scroll channel for the contents in the channel. The drop down field on Select Scroll Frame Size is disabled on choosing this option.

Choosing the option on "Scroll Channel Content" enables the scroll channel for the contents in a channel. On selecting this option, the User is required to choose the option from the drop down field on Small, Medium and Large to display the scroll channel based on this selection.

Make the required modifications to define the settings and click on Submit to save the changes. The page channels defined are saved and updated for view.

[edit] Personalize Page for Phases

Personalize Page for Phases
Personalize Page for Phases

The PERSONALIZE page on the Phase option allows the user to select the channels that need to be displayed on choosing the Phases menu option.

The available options will be

  • Process
  • Phases Info

Checkbox against the options above to make the respective channel available in the Phases page.

[edit] Toolbox

  • Blogit - Selecting this allows the user to create a personal blog entry for the Personalize page.


Personal tools