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Change Default view for Hierarchy

  • 1.  Change Default view for Hierarchy

    Posted 11-29-2018 10:33 AM

    Hello,

    we need to change default view on Project/Program Hierarchy from Financial Rollup to Effort Rollup.

    Any suggestion?

     

    Thanks

    Vit



  • 2.  Re: Change Default view for Hierarchy

    Posted 12-03-2018 03:24 PM

    Sorry.  The application does not provide the ability to configure the sub-pages on the Hierarchy tab.  This is a stock tab which is not exposed in Studio for configuration like the Project tab.

    You can explore alternatives by using links and a user-defined page layout.



  • 3.  Re: Change Default view for Hierarchy

    Posted 12-03-2018 08:08 PM

    For one PPM client, we have disabled the Hierarchy tab, and developed portlets on the Project Dashboard to show additional data from the 'children'.

     

    The added bonus, it prevents the PM from incorrectly deleting 'children' from the Project from the Hierarchy.  The drawback, adding children has to be undertaken from 'Subprojects', or quickly enabling the Hierarchy tab.