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  • Editing your project pages

    Product:
    CollabNet Enterprise Edition 4.5+

    Component:
    User and Workspace Management

    Summary:

    How to edit your project pages



     
    Related Links
    CEE
    CEE Application Lifecycle Management

     

    Keeping project members in the loop with flexible project pages

    When your team members can't find the information they need, it might as well not exist. It's one of the project manager's chief nightmares: you work hard to put together everything your team needs to know, but if your developers can't find it when they want it, your work is down the drain.

    CollabNet now makes it easy to set up your information in the way that makes sense for your particular users. When you start a project with an ALM template (you'll need CollabNet Enterprise Edition 4.5.1 or later) you can structure your information the way you want it by adding and editing pages, subpages and freeform pages according to your needs. You can download these templates from openCollabNet, drop them into your CollabNet instance and tweak them. Start with the pages you find in the template, then add new pages to contain further information, and change them around on the fly.

    Adding a page

    Pages are the top-level information containers for your project. Pages usually appear as tabs across the top of your project home page. A page can contain subpages, page components, and freeform pages.

    To add a page to your project, click Edit project pages >> Add new page.

    Note: A page can contain either page components or subpages, but not both.

    Adding a subpage

    Subpages are pages that belong to a top-level page. A subpage usually appears as a lower tab when a page is selected. A subpage can contain page components and freeform pages.

    To add a subpage to a page, click Edit this page >> Add new subpage.

    Note: A subpage can contain either page components or subpages, but not both.

    Adding a freeform page

    Freeform pages are for background or detail information that doesn't need to be visible in the navigation. You link to a freeform page to make it available to users. A freeform page can contain other freeform pages.

    To add a freeform page to a page or subpage, click Edit this page >> Add new freeform page.

    To provide a link to your freeform page, highlight the text that you want to turn into a link and click the link button. In the Available links box, select the freeform page you want to link to.

    Adding a page component

    This is where the real action happens. All the information on a page is contained inside one component or another. Components appear as sections of a page. A component can be used to convey static content, such as any kind of text, or you can pick one that does something useful for you, like creating a chart.

    To add a page component to a page, click Edit this page >> Add component to page. Choose the type of component to add according to what you need it to do.

    Note: A page can contain either page components or subpages, but not both.

    Pick one of these types of components:

    Activity table

    This component adds a pre-defined blue panel to your page with a set of standard links to work items in a project, such as Requirements. For example, you can provide a link to view a graphical report that shows how many requirements are still in definition, how many are being designed, how many are in coding, and so on.

    Documents

    The Documents component allows you to upload any document that you may require for monitoring the progress of the project, such as process templates, requirements specifications and so on.

    HTML

    The HTML component allows you to add HTML content directly to a page. You can edit the HTML source on the screen by adding, modifying or deleting tags using the wysiwyg editor. Note: Some supported browsers, such as Safari, may not display the wysiwyg editor. You can still enter HTML tags manually.

    Metrics report

    The Metrics Report component types allow you to display graphs of Project Tracker reports generated using the Tracker Metrics tool. You can define two types of reports:

    • Trend: Displays the trends in the specified Project Tracker artifacts over a period of time. It contains one trend line for every selected artifact type.
    • Point in time: Displays the status of the specified Project Tracker artifacts at a particular moment. It contains one stack or cluster for each selected artifact type.

    Select Metrics report - single to display a chart for a single report type, and Metrics report - double to display two charts, one for each type of report. You can click on a report image and view the details or edit the report.

    Milestones table

    The Milestones table displays the milestones in a project plan that you have uploaded into Project Dashboard. To be able to see this table, ensure that your project has Project Dashboard enabled and a valid Microsoft Project plan file with proper allocation of tasks to resources, uploaded into your project.

    Project overview

    Shows general information such as the project summary, the categories the project belongs to, information on the owner of the project and the role of the logged-in user.

    Project tracker query

    This component contains links to Project Tracker queries and allows you to view the query results from within the project pages. The component uses the existing queries you have already set up in Project tracker.

    Subprojects

    If your project has subprojects, this component puts links to them on the page.