How to change the default tab of a Project Layout

Products

• Clarity PPM SaaS
• Clarity PPM On Premise

Issue/Introduction

For every investment, there is an option to select a layout which will determine which tabs to be shown when an user is opening that investment in Clarity Classic UI. Let us consider the case for a Project. 
There is a default layout present in Clarity for the projects which is known as the "Project Default Layout". This exists in the application in the form of a Portlet Page. There are several tabs like Properties, Team, Tasks, Financial Plans etc that we see when we open a project from Home --> Projects. These tabs are created out of the box and arranged in a specific order in that "Project Default Layout" portlet page. The "Properties" tab is selected as the default but an user with admin access can always change the default tab to Team, Tasks or anything else. The admin is also capable of adding a new tab and then making it as the default one. 

Environment

All

Resolution

Following are the steps that need to be followed in order to change the default tab of a project layout. Let us consider that admin wants to change the default tab to "Tasks" tab. for the "Project Default Layout". 

1. Go to Administration --> Studio --> Portfolio Pages.
2. Open the "Project Default Layout" portlet page and go to the "Tabs" tab.
3. Click the Radio Button in the Default column corresponding to "Tasks".
4. Click on SAVE. Then click on RETURN. 
5. Now, go to Administration --> Objects --> Project.
6. Go to "Views" tab and click on [Fields] corresponding to the "Project List" view.
7. Click on the properties icon of "Project" field. 
8. Select "Project Default" from the drop down list for the field "Link". 
9. Click on SAVE and RETURN.
10. Click on Save and Return again to come back to the Views page. 
11. Click Return. 
12. Go to Home --> Projects.
13. Open a project which is having the page layout as "Project Default Layout".

 

Additional Information

To modify portlets on the Project Dashboard

 

If the portlet is not showing up on the dashboard there is an additional thing to undertake besides the 'publish' from the Project Default Layout to update the portlet to all users. You can check in the project you are looking at for Project Default Layout - and if it's not, set it to Project Default Layout.

 

To take note of the 'Dashboard View' setting, you may have 'Project Default Layout' there are two places you can check to find the setting:
1) On the Project properties
2) Go to 'Home' -> 'Project's -> 'Options' (cog wheel icon on right side of the screen) ->' Configure' -> 'List Column Section' tab -> move over 'Page Layout' from 'Available Columns' to 'Selected Columns' -> click 'Save And Return' and you can see the 'Page Layout' column which will have 'Project Default Layout'