The My Settings page lets users configure and customize aspects of their PMWeb experience. The page is opened by clicking on the user image at the top of the home page or by clicking on the menu icon at the top of the home page and selecting "My Settings" from the dropdown menu. Highlights include:
Selecting which tabs appear in their User Home Page and tailoring their appearance
Changing their password
Delegating their Visual Workflow responsibilities to other users
Note that system administrators can configure and then push most of these settings to user groups using Portfolio/Setup/Settings/My Settings Tab and Workflow/Setup/Workflow/Roles Tab. In Portfolio/Setup/Settings/My Settings Tab system administrators can select/deselect an option to "Allow user(s) to edit My Settings".
Save Button
Click this button to save the current settings and remain on the My Settings page.
Click this button to open a special instance of the Delegate/Replace User Dialog where the User selector is locked and the only allowed action is "Delegate". Delegating here is the same as delegating in Workflow/Setup/Workflow/Roles Tab.
Use these fields to enter and edit metadata about the current user. Click the Image button to browse to and upload an image file. Editing the metadata here is the same as editing it in Portfolio/Setup/Security/Define Users Tab.
The "Remember Me" function relies on a browser cookie saved on your device to pre-fill your user name and password on the PMWeb log-in page. If you select:
Save My Authentication Cookie - The next time you load the PMWeb log-in page on the device your user name and password will be pre-filled.
Delete My Authentication Cookie - The next time you load the PMWeb log-in page the user name and password fields will be empty
Prompt - Each time you log out of PMWeb a message will ask if you wish to save the authentication cookie or delete it
Certain PMWeb functions can trigger automatic email notifications. Rather than receiving each notification separately you can opt to receive summaries at intervals you select. The summary appears as a report in pdf format summarizing the notification activity for the trigger during the summary period.
Prompt to save when navigation away from records - If checked, when you use the PMWeb menu or toolbar tools to leave a record before saving changes a message displays, asking you to confirm that you wish to abandon your edits.
Open with menu collapsed - If this option is checked, each time you open PMWeb from the log-in page the main menu will be collapsed by default. The menu can be expanded using the toggle button:
Advanced grid filters - If this option is checked, advanced grid filters are displayed in tables that offer filters, rather than the default ones. See Tables for information about filter types.
Use this section to configure tabs that are shown in your user home page. An unlimited number of lines can be added to the table. Use the Show checkbox to determine which tabs display and drag lines up or down in the table to determine their left to right order in the home page. There are three tab types:
Report - A report tab displays either an SQL report (see BI Reporting) or a PMWeb Reporting one. If you select "Report" click the selector button in either the PMWeb Report or SQL Report field. A list of the available reports displays in a dialog. Select a report by clicking on it and then click the Save & Close button.
Web Page - This displays a Web page embedded within a tab in the home page. If you select "Web Page" click the selector button in the PMWeb Report field. Enter the Web page URL in the dialog that opens and click the Save button.
PDF - This displays a PDF document (single or multi-page) within a tab in the home page. If you select "PDF" click the selector button in the PMWeb Report field. Click the Select button and navigate to the PDF you wish to display.
One of the "System" tabs that is available to display in the home page is called by default "Controls". Use this table to configure the controls that are displayed within that tab. Available controls are:
News - Click the selector button to open a dialog in which you can enter an RSS feed
Links - Click the selector button to open a dialog in which you can enter links to one or more Websites
Weather - Click the selector button to open a dialog in which you select weather feeds to display.
Events - Displays the Events Inbox control with the user's open events loaded
My Assignments - Displays the My Assignments Inbox control with the user's My Assignments loaded
Notifications - Displays the Notifications Inbox control with the notifications that the user is currently responsible for loaded
Workflow Inbox - Displays the Workflow Inbox control with the user's open Workflow items loaded
Collaborate Inbox - Displays the Collaborate Inbox control with the user's open Collaborate items loaded
One of the "System" tabs that is available to display in the home page is called the "Project Center". Use this table to configure which sections of that page display by checking or unchecking the boxes. See Project Center.
