Customizing Your Global PPM Tabs

Customize your Changepoint PPM display by choosing which global application tabs display.

After using PPM for a few weeks, you will know which applications you use most frequently and want direct access to. You can order tabs for those applications and hide tabs for the applications you rarely or never use.

Note: Your options in PPM are determined by your enterprise role and the profile from which the role was created. Few users have access to every application. If you do not have permissions to run an application, the tab will not appear as an option when customizing your tabs.

To customize Changepoint PPM tabs:

1. Click the user icon at the top of the PPM window and click Customize Tabs
   The Customize My Tabs window displays with two lists:

• Hidden Tabs—Tabs in the Hidden Tabs list do not display.
• Visible Tabs— Tabs in the Visible Tabs list appear.

The application tabs in the two lists are determined by your user permissions. You only have access to the applications that appear in the Hidden Tabs and Visible Tabs lists.

2. To make a hidden application tab visible, click the tab name in the Hidden Tabs list and click Add.
   The application tab moves to the Visible Tabs list and displays after you save the tab settings.
3. To make all tabs visible, click Add All.
4. To hide an application tab, click on the tab name in the Visible Tabs list, then click Remove.
   The application tab moves to the Hidden Tabs list and will not appear.
   Note: Hidden applications can still be accessed by clicking the More tab and clicking the application name.
5. To hide all tabs, click Remove All.
6. Change the order of the visible tabs, click the name of a tab in the Visible Tabs list, and click Top, Up, Down, or Bottom to move the tab.
   The tabs display left to right, with the first tab in the list at the far left of the PPM display.
7. To hide the More tab, select Do not show "Hidden Tabs".
   The More tab gives you access to applications whose tabs are hidden.
8. When you are finished, click Save to save your changes and close the window.

Related Topics:

• Global Applications Overview—About the global applications.
• User Interface Overview—About the basic navigation elements.
• Tab Toolbar Overview—About the tab toolbar, including how to make a particular application tab your starting point when you log in.
• Using Global Tabs—An overview of how to use application tabs.
• User Settings Overview—About the various menu choices you can use to update your user settings.

Copyright © 2018 Daptiv Solutions, LLC. All Rights Reserved