Clarity

  • 1.  Portfolio View Restriction

    Posted Oct 19, 2017 03:42 PM

    Hello All,

     

      It is known that there is a way to restrict all the tabs from being visible to user in the "Portfolio" screen by creating a portlet page with the desired view and associating it to the Portfolio from Portfolio settings.

     

    But the question here is.. Is there a way to make the "newly created view by portlet page" specific to only a particular resource group and leave the default portfolio view to all others?

     

    Please suggest.

     

    Thanks and Regards,

    Sai.



  • 2.  Re: Portfolio View Restriction
    Best Answer

    Posted Nov 03, 2017 05:50 PM

    Sai - there should be an Access to this Page tab on the new Page, and that tab will have options to make it accessible to groups that you specify.  If you have granted Page View - All to your general users, you are likely to need to be more specific and only grant page views that you want them to see.



  • 3.  Re: Portfolio View Restriction

    Posted Nov 03, 2017 06:14 PM

    There is some documentation on CA PPM Studio pages and tabs that might be helpful. In the below topic, check out the section "Assign User Access to the Portlet Page":

     

    CA PPM Studio Pages and Tabs (On Premise)

    CA PPM Studio Pages and Tabs (CA PPM SaaS)

     

    --Sarmistha