The IT portfolio management workspace has predefined views
that are based on roles.
Each role has five subfolders:
- General Access Views: You need this view to open links.
This view is not visible from the menu.
- Homepage Views: You use this view to create the home page
for a role.
- Add Views: From this view, you can add elements.
- Display Views: Use this view to display elements.
- Prioritize/Visualize Views: Use this view to prioritize
or visualize elements.
All roles in the
All Members/System Views folder
can use these views:
- Report Views: Use this view for reports.
- For Link Attributes: Use this view to limit the elements
to be selected in Link attributes.
- Notification Watch/Recipient Views: Use this view to manage
notifications.
- Criteria Views: Use this view to select criteria to use
in the prioritize and visualize views.
- Integration Views: Use this view to integrate with other
tools, such as IBM® Rational® System Architect.
Adding new views
In addition to the predefined
views, you can add new views that are based on roles. Before you add
a view, determine the roles that will access the view.
- If the view is accessed by only one role, create the view in the
subfolder for that role.
- If the view is accessed by more than one role, create a view for
each role and place the views in the corresponding subfolders.
- If the view is accessed by all members, create the view in the
appropriate subfolder in the All Members/System Views folder.
- If the view is accessed by only certain people, create a folder
in the View structure and place all views that
are assigned to individuals.
After you create the view, you can click the
Share
View button and assign the view to the roles or users.