Create a PM Central Department Site | Configure a PM Central Department Site |
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Scenario
You have added a custom column, Project Location, to the Project Health lists associated with your PM Central portfolio and project sites.
Now, you want to create a PM Central department site that only displays information associated with projects that have a Project Location equal to Virginia so your Team Manager has easy access to this data.
In this topic we will look at the steps required to accomplish this objective.
Keep in mind:
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PM Central department sites can only be filtered on information maintained in the Project Health list.
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By default, you can only filter a department site on values associated with the following Project Health list columns:
Step | Action | Result |
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1. |
Add the new column to the Project Health lists found on the Portfolio and Project sites.
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2. | From the Portfolio site, go to Site Contents and click the Summary List. | |
3. |
Add or create the same column that was added to the Project Health lists in Step 1 to the Summary list.
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4. | Navigate to the Department site and configure the site by identifying the filter criteria. | The new column will be available from the Column drop-down selector of the filter web part. |
Create a PM Central Department Site | Configure a PM Central Department Site |
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