BI Reporting

This feature allows you to setup and deploy My Settings options on a portfolio, user group, or individual user basis, controlling the default look information displayed on a user's homepage.

Navigation Path: Portfolio>Setup>Settings>My Settings

Select Group/ User

Select the Group or User these settings will apply to. Settings may be deployed at the Portfolio, User Group, or Individual User level.

Load

Click Load to display the deployed settings. Alternatively, click to copy the settings from a group or user.

Settings

This section allows you to:

Associate the report with a PMWeb record type
Make the report the Default for the record type
Allow or prohibit users from editing report settings

Report Parameters

This section allows you to select defaults for the report parameters such as Project, Status, etc.

Save

Click Save to save your data.

Deploy Settings

Once all settings have been determined for the user or group, click on Deploy Settings.