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Personalizing the WorkCenter, Queries pagelet Concept

Learn how to personalize your WorkCenter queries step by step to access specific work items, links, and reports based on your position. Customize group labels, add queries, and pivot grids to enhance productivity.

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Personalizing the WorkCenter, Queries pagelet Concept

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  1. Personalizing the WorkCenter, Queries pageletConcept

  2. Personalizing the WorkCenter, Queries pagelet

  3. Personalizing the WorkCenter, Queries pagelet Step 1 Begin by navigating to the Contracts WorkCenter page. Click theCustomer Contractsmenu.

  4. Personalizing the WorkCenter, Queries pagelet Step 2 Click theContracts WorkCentermenu.

  5. Personalizing the WorkCenter, Queries pagelet Step 3 Use the Contracts WorkCenter page to access work items, links, queries, reports, and processes that are specific to your position.

  6. Personalizing the WorkCenter, Queries pagelet Step 4 We will use the Contracts WorkCenter to personalize the Queries pagelet. Click theReports/Querieslink.

  7. Personalizing the WorkCenter, Queries pagelet Step 5 Click thePagelet Settingsbutton.

  8. Personalizing the WorkCenter, Queries pagelet Step 6 Click thePersonalizelink.

  9. Personalizing the WorkCenter, Queries pagelet Step 7 Use the Queries Pagelet Personalization page to structure you Queries pagelet as you want to see it. If you share a WorkCenter with other users, you may want to agree to these changes.

  10. Personalizing the WorkCenter, Queries pagelet Step 8 Your system administrator has added two group labels for you.

  11. Personalizing the WorkCenter, Queries pagelet Step 9 You would like to add your own group label for queries and pivot grids that you frequently use. Click theLastlink.

  12. Personalizing the WorkCenter, Queries pagelet Step 10 Click theAdd a new rowbutton.

  13. Personalizing the WorkCenter, Queries pagelet Step 11 Enter the desired information into theGroup Labelfield. Enter"Personal Queries and Pivot Grids".

  14. Personalizing the WorkCenter, Queries pagelet Step 12 Click in theDisplay Orderfield.

  15. Personalizing the WorkCenter, Queries pagelet Step 13 Enter the desired information into theDisplay Orderfield. Enter"3".

  16. Personalizing the WorkCenter, Queries pagelet Step 14 Click in theDisplay Orderfield.

  17. Personalizing the WorkCenter, Queries pagelet Step 15 Enter the desired information into theDisplay Orderfield. Enter"10".

  18. Personalizing the WorkCenter, Queries pagelet Step 16 Click theOwnerlist.

  19. Personalizing the WorkCenter, Queries pagelet Step 17 Use the Owner column to determine if the owner is Public or Private. If adding a link to a public query, then select Public Owner. If adding a link to a private query, then select Private Owner. This query is going to be a Public query.

  20. Personalizing the WorkCenter, Queries pagelet Step 18 Click theTypelist.

  21. Personalizing the WorkCenter, Queries pagelet Step 19 Use the Type field to determine if the link is going to be a Pivot Grid or a Query. This link is going to be a Query.

  22. Personalizing the WorkCenter, Queries pagelet Step 20 Use the Query Name field to select the query. Click in theQuery Namefield.

  23. Personalizing the WorkCenter, Queries pagelet Step 21 Click theLook up Query Namebutton.

  24. Personalizing the WorkCenter, Queries pagelet Step 22 Use the Look Up Query Name window to search for an existing query.

  25. Personalizing the WorkCenter, Queries pagelet Step 23 Click in theQuery Name begins withfield.

  26. Personalizing the WorkCenter, Queries pagelet Step 24 Enter the desired information into thebegins withfield. Enter"PC".

  27. Personalizing the WorkCenter, Queries pagelet Step 25 Click theLook Upbutton.

  28. Personalizing the WorkCenter, Queries pagelet Step 26 Click thePCC10000_PROJECT_SCHEDULElink.

  29. Personalizing the WorkCenter, Queries pagelet Step 27 The Query Name and Description fields are populated by the system.

  30. Personalizing the WorkCenter, Queries pagelet Step 28 Next, you will add a Pivot Grid to this group. Click theAdd a new rowbutton.

  31. Personalizing the WorkCenter, Queries pagelet Step 29 Enter the desired information into theDisplay Orderfield. Enter"20".

  32. Personalizing the WorkCenter, Queries pagelet Step 30 Click theTypelist.

  33. Personalizing the WorkCenter, Queries pagelet Step 31 Click thePivot Gridlist item.

  34. Personalizing the WorkCenter, Queries pagelet Step 32 When selecting Pivot Grid in the Type field, the system adds two new columns for the Pivot Grid Name and Pivot Grid Title. The Query Name and Description fields have been adjusted to the right.

  35. Personalizing the WorkCenter, Queries pagelet Step 33 Click in thePivot Grid Namefield.

  36. Personalizing the WorkCenter, Queries pagelet Step 34 Click theLook up Pivot Grid Namebutton.

  37. Personalizing the WorkCenter, Queries pagelet Step 35 Use the Look Up Pivot Grid Name window to select and existing pivot grid.

  38. Personalizing the WorkCenter, Queries pagelet Step 36 Click in thePivot Grid Name begins withfield.

  39. Personalizing the WorkCenter, Queries pagelet Step 37 Enter the desired information into thebegins withfield. Enter"CA".

  40. Personalizing the WorkCenter, Queries pagelet Step 38 Click theLook Upbutton.

  41. Personalizing the WorkCenter, Queries pagelet Step 39 Click theCA_CONTRACT_STATUS_PVGlink.

  42. Personalizing the WorkCenter, Queries pagelet Step 40 Click theSavebutton.

  43. Personalizing the WorkCenter, Queries pagelet Step 41 Click theOKbutton.

  44. Personalizing the WorkCenter, Queries pagelet Step 42 Click theClosebutton.

  45. Personalizing the WorkCenter, Queries pagelet Step 43 Note that the group label and links do not appear.

  46. Personalizing the WorkCenter, Queries pagelet Step 44 Click theReloadbutton.

  47. Personalizing the WorkCenter, Queries pagelet Step 45 Now, the queries that you added appear on the Queries pagelet.

  48. Personalizing the WorkCenter, Queries pagelet Step 46 Click thePCC10000-Project Schedulelink.

  49. Personalizing the WorkCenter, Queries pagelet Step 47 The system takes you directly to the query page where you can enter search criteria and click the View Results button.

  50. Personalizing the WorkCenter, Queries pagelet Step 48 Click theContract Metricslink.

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