We are attempting to set different portlets so that when a User logs into PPM, they get either 1 or 2 below on thier dashboard.
Only thier own projects, demands or risks
Thier own projects, demands or risks AND thier departments
For some reason, the Advanced Defaults (USER_INFO and/or ENTITY_INFO) are not able to pull in the data. Typically, the portlet(s) come up blank. I cannot find any references to the Advanced Defaults in the documentation and am wondering if anyone else has had this particular kind of issue.
Hi Alex, thanks for the response. My portlet is using the OOTB features and one that does include the ability to set the Advanced Defaults. Unfortunately, when I attempt to put multiple request types (we have demands that are called "Action Items, Risks and Projects) in the portlet since they are different RTs and DO NOT have ALL the same fields, the portlet cannot display correctly. The portlet is set up to filter for Department Heads and I have even tried to set it to "Elgible for My Action?", but that does not seem to work as well. I thought about customizing a portlet and can continue down that path, but since the query will involve multiple request types and include many, many fields it will take considerably longer than our managers would like. I am trying to have something that can filter for each of the department heads when they log in, but cannot seem to find the right "fit" for the task.
Ended up re-creating the portlets and was able to select multiple request types. Then simply customized the dashboards for each user. Why is worked on re-creation is beyond me, I suppose PPM just had an issue with the way they were set up. Thanks.