BI Reporting

 
This feature allows you to setup and deploy My Settings options on a portfolio, user group, or individual user basis, controlling the default look information displayed on a user's homepage. 
 
Navigation Path:  Portfolio>Setup>Settings>My Settings
BI Reporting
 
 
1

Select Group/ User

Select the Group or User these settings will apply to.  Settings may be deployed at the Portfolio, User Group, or Individual User level.
2

Load

Click Load to display the deployed settings.  Alternatively, click to copy the settings from a group or user.
3

Settings

This section allows you to:
  • Associate the report with a PMWeb record type
  • Make the report the Default for the record type
  • Allow or prohibit users from editing report settings
 
4

Report Parameters

This section allows you to select defaults for the report parameters such as Project, Status, etc.
5

Save

 Click Save to save your data.
6

Deploy Settings

Once all settings have been determined for the user or group, click on Deploy Settings.