Overview (Personal Project)

Overview gives you a summary of your personal project. It displays your notes Announcements you post as reminders to yourself., most recently uploaded documents Project documents or files are uploaded to Collaboration and held in a repository. Collaboration provides the facilities to check out files, check in revised files, and submit project files to the portal. Collaboration tracks all activities about a file in its file revision history. or files, and upcoming and overdue tasks A single unit of work done by a user. A task defines the work to be done, the user to do the work, and the start and due dates..

For step-by-step instructions on how to create a personal project, see Creating a Personal Project.

This topic discusses:

Overview Banner
Overview Action Bar
Overview Module Actions
Notes
Updated Documents
Overdue Tasks
Upcoming Tasks

Overview Banner

 Click
To

Manage Project

Select Project Recycle Bin to manage the project's recycle bin. For more information, see Project Recycle Bin.

Project Search

Search for an object within your personal project. Type a search string into the text box and click the Search button. For more information about the results of the search, see Search Results.

Project Explorer

Open Project Explorer.

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Overview Action Bar

You can determine which modules appear in the overview and where they are displayed on the page. The overview layout consists of a narrow container on the left and a wide container on the right. To reposition a module on the page, drag the module to the desired position (by clicking the title bar of the module, holding the down the mouse button, and moving the mouse), then release the mouse button. A red dashed line indicates where the module will be placed.

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To

Add Modules

Select which modules to display in the overview. In the Add Module dialog box, check the box next to the modules you want to display and clear the box next to those you want to remove.

Expand All

Display the content of each module.

Collapse All

Hide the content of each module and display only the title bar. The collapsed state is not saved and will not be displayed when the page is viewed again.

Default Layout

Revert to the default overview layout. The default layout displays the following modules:

  • Announcements

  • Updated Documents

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Overview Module Actions

 Click
To

Refresh the content of the module without refreshing the entire page.

Remove the module from the overview.

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Notes

You can post notes as a reminder to yourself, edit old notes, or delete notes that are no longer relevant.

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To

New Note

Create a new note. Type and format text in the Note Editor.

Edit an existing note.

Delete the note.

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Updated Documents

You can view a document or file by clicking it. To launch the Documents explorer, click either Go to Documents or .

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Overdue Tasks

Displays the five most overdue tasks. Overdue tasks whose due dates are furthest from the current date will be displayed first.

To launch the Tasks explorer, click Go to Tasks.

Upcoming Tasks

Displays the next five upcoming tasks. Tasks whose due dates are closest to the current date will be displayed first.

To launch the Tasks explorer, click Go to Tasks.

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Related Topics:

    1. In the My Projects portlet, click My Project.
    2. Click the Overview tab in the application view.