User manual

To select a project information page:
An information page can be an HTML file or other type of file (for example,
gif, bmp, doc, xls).
1 Select a project in the project tree.
2 In the navigation bar click Project Setup and then Information
Pages.
3 The Information Pages window is displayed. The default pages are listed
in the window.
4 To add a new page click the Add Page button. The Add Information
page dialog box is displayed.
5 Enter a name for the page in the Page Name field. The name field can
contain any character including spaces. This field is required.
To accept a default name for an automatically generated page, go to step
4 and select a source. The name field is populated after you select the
source.
If you are entering an external URL as the source, the name field is
required.
6 Select a page by clicking the Select Source drop-down list. From this
menu you can select one of the automatically generated pages, or browse
the files in your site or on your computer for a new page.
You can also enter an URL to use an external web address as an
information page.
7 Select which members can view this page: all project members or selected
individuals.
8 Click OK. Click Cancel if you do not want to add these pages to the
site.
To control who can view an information page:
You can control which members have access to an information page, and
when they view that page. For example, when the member first logs in to the
site, you can specify that the member sees a specific information page.
If a member is not given the ability to view an information page, then the
page is not displayed in that users Project Information menu. By default, all
project members can view all information pages. However, the default setting
does not apply to the Site Executive Summary, Project Executive Summary,
and the Portfolio Information pages. When adding these pages the option,
Viewable by Selected Site Members, is the default. If members are not
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