Configure "My Work" Panel Tabs

Eclipse PPM users can configure each tab of the "My Work" panel on their Home page to display a custom set of items. Users can also choose to include or exclude certain tabs from the panel entirely.

The "Configure Panel" can easily by accessed by selecting the Settings icon on the "My Work" panel:

From here, users can configure each of the six "My Work" panel tabs:

• Projects

• Tasks

• Issues

• Risks

• Approvals

• Programs

 

Projects Tab

The "Projects" tab of the Configure panel allows users to select which Projects will display on the "My Work" panel. Users also have the option to totally exclude Projects from their "My Work" panel.

1. Include this tab: Deselect this checkbox to exclude Projects from the "My Work" panel.

2. How are work items added to this list?: Use this drop-down menu to determine how Projects are added to the "My Work" panel.

   • Automatically: Projects will be automatically added to your "My Work" panel if they meet the criteria in (e) "Include projects where:" and (f) "Exclude projects that:".

     Note: You can still manually add any Projects to your "My Work" panel when "Automatically" is selected.

   • I will manually add items: No Projects will be automatically added to your "My Work" panel. The "Projects" tab will only contains Projects that you have manually added to your work.

     Note: When this is selected, both (e) "Include projects where:" and (f) "Exclude projects that:" on the right-hand side of the window will disappear. Also, (c) "When are work items automatically added to this list?" will be greyed-out and non-functional. None of these options are relevant if Projects will not be automatically added to the "My Work" panel.

3. When are work items automatically added to this list?: Use this drop-down menu to determine when Projects will automatically be added to the "My Work" panel.

   Note: If "I will manually add items" is chosen from (b) "How are work items added to this list?", this drop-down menu will be greyed-out and non-functional. It is not relevant if no Projects will be automatically added to the "My Work" panel.

   • When they start: Projects that meet the criteria set out in (e) "Include projects where:" and (f) "Exclude projects that:" will be added to the "My Work" panel on their Start date.

   • 1 day in advance: Projects that meet the criteria set out in (e) "Include projects where:" and (f) "Exclude projects that:" will be added to the "My Work" panel one day before their Start date.

   • 1 week in advance: Projects that meet the criteria set out in (e) "Include projects where:" and (f) "Exclude projects that:" will be added to the "My Work" panel one week before their Start date.

   • 2 weeks in advance: Projects that meet the criteria set out in (e) "Include projects where:" and (f) "Exclude projects that:" will be added to the "My Work" panel two weeks before their Start date.

   • 1 month in advance: Projects that meet the criteria set out in (e) "Include projects where:" and (f) "Exclude projects that:" will be added to the "My Work" panel one month before their Start date.

   • 2 months in advance: Projects that meet the criteria set out in (e) "Include projects where:" and (f) "Exclude projects that:" will be added to the "My Work" panel two months before their Start date.

4. How are work items removed from this list?: Use this drop-down menu to determine how Projects will be removed from the "My Work" panel.

   • I will manually remove items: Projects will remain on the "My Work" panel until you manually remove them from "My Work". This can easily be done from the "My Work" panel or from the Project itself.

   • When the project is closed by me from My Work: Projects will be removed from the "My Work" panel if you update their statuses to a "Closed" status type from the Project's drop-down menu directly on the "My Work" panel:

     

     Note: Projects can still be manually removed from the "My Work" panel if this option is chosen. This can be done from the "My Work" panel or from the Project itself.

     Note: If the Project's status has been changed to "Closed" in a different way (i.e. by another user or from the Project Details page), it will remain on your work panel until you manually remove it from "My Work". This can be done from the "My Work" panel or from the Project itself.

     Note: A "Closed" status refers to any statuses with non-active status types (Closed, Cancel, On-hold, etc.). Contact an Eclipse PPM administrator for information on Project status types.

   • When the Project is closed by me: Projects will be removed from the "My Work" panel if you update their status to "Closed". This can be done from the Project Details page or from the Project's drop-down menu on the "My Work" panel (pictured above).

     Note: Projects can still be manually removed from the "My Work" panel if this option is chosen. This can be done from the "My Work" panel or from the Project itself.

     Note: If the Project's status has been changed to "Closed" by another user, it will remain on your work panel until you manually remove it from "My Work". This can be done from the "My Work" panel or from the Project itself.

     Note: A "Closed" status refers to any statuses with non-active status types (Closed, Cancel, On-hold, etc.). Contact an Eclipse PPM administrator for information on Project status types.

   • When the Project is closed by anybody: Projects will be removed from the "My Work" panel when their statuses are updated to "Closed". This can be done from the Project Details page or from the Project's drop-down menu on the "My Work" panel (pictured above).

     Note: Projects can still be manually removed from the "My Work" panel if this option is chosen. This can be done from the "My Work" panel or from the Project itself.

     Note: A "Closed" status refers to any statuses with non-active status types (Closed, Cancel, On-hold, etc.). Contact an Eclipse PPM administrator for information on Project status types.

5. Include Projects where: Use the checkboxes to select the criteria that Projects must meet to appear on your "My Work" panel. Projects must only meet one of the checked criteria to be included.

   Note: These options will not be available if you have selected "I will manually add items" from (b) "How are work items added to this list?".

   • I am the project owner: Projects for which you are the Project Owner will appear on your "My Work" panel.

   • I have a role on the project: Projects that you have a role on will appear on your "My Work" panel.

   • I am part of the resource plan: Projects that include you on the Resource Plan will appear on your "My Work" panel.

   • I am part of the work plan: Projects that include you on the Work Plan will appear on your "My Work" panel.

6. Exclude Projects that: Use the checkboxes to select the criteria that will exclude Projects from your "My Work" panel. Projects will be excluded from your "My Work" panel if they meet any of the checked criteria, even if they also meet the checked criteria under (e) "Include Projects where".

   Note: These options will not be available if you have selected "I will manually add items" from (b) "How are work items added to this list?".

   Note: Selecting these criteria will not remove any Projects that are currently on your "My Work" panel; they will only prevent other Projects from appearing. For example, choosing to exclude Projects that "are in a Closed / Completed state" and then changing the status of one of your "My Work" Projects to "Closed" will not take it off of your "My Work" panel. Only (d) "How are work items removed from this list?" will determine how Projects can be removed from the "My Work" panel.

   • are in "Closed / Completed" state: Projects with a "Closed" or "Completed" status will be excluded from your "My Work" panel.

   • are in an "Archived" state: Projects with an "Archived" status will be excluded from your "My Work" panel.

   • are past their end date: Projects that are past their end date will be excluded from your "My Work" panel.

Once you are finished configuring the "My Work" panel, click the Save button to save your changes.

 

Tasks Tab

The "Tasks" tab of the Configure panel allows users to select which Tasks will display on the "My Work" panel. Users also have the option to totally exclude Tasks from their "My Work" panel.

1. Include this tab: Deselect this checkbox to exclude Tasks from the "My Work" panel.

2. How are work items added to this list?: Use this drop-down menu to determine how Tasks are added to the "My Work" panel.

   • Automatically: Tasks will be automatically added to your "My Work" panel if they meet the criteria in (f) "Include tasks where:" and (g) "Exclude tasks that:".

     Note: You can still manually add any Tasks to your "My Work" panel when "Automatically" is selected. This can be done from the Task's drop-down menu on the Tasks page or the Project page.

   • I will manually add items: No Tasks will be automatically added to your "My Work" panel. The "Tasks" tab will only contains Tasks that you have manually added to your work through the Tasks page or the Project page.

     Note: When this is selected, both (f) "Include tasks where:" and (g) "Exclude tasks that:" on the right-hand side of the window will disappear. Also, (c) "When are work items automatically added to this list?" will be greyed-out and non-functional. None of these options are relevant if Tasks will not be automatically added to the "My Work" panel.

3. When are work items automatically added to this list?: Use this drop-down menu to determine when Tasks will automatically be added to the "My Work" panel.

   Note: If "I will manually add items" is chosen from (b) "How are work items added to this list?", this drop-down menu will be greyed-out and non-functional. It is not relevant if no Tasks will be automatically added to the "My Work" panel.

   • When they start: Tasks that meet the criteria set out in (f) "Include tasks where:" and (g) "Exclude tasks that:" will be added to the "My Work" panel on their Start date.

   • 1 day in advance: Tasks that meet the criteria set out in (f) "Include tasks where:" and (g) "Exclude tasks that:" will be added to the "My Work" panel one day before their Start date.

   • 1 week in advance: Tasks that meet the criteria set out in (f) "Include tasks where:" and (g) "Exclude tasks that:" will be added to the "My Work" panel one week before their Start date.

   • 2 weeks in advance: Tasks that meet the criteria set out in (f) "Include tasks where:" and (g) "Exclude tasks that:" will be added to the "My Work" panel two weeks before their Start date.

   • 1 month in advance: Tasks that meet the criteria set out in (f) "Include tasks where:" and (g) "Exclude tasks that:" will be added to the "My Work" panel one month before their Start date.

   • 2 months in advance: Tasks that meet the criteria set out in (f) "Include tasks where:" and (g) "Exclude tasks that:" will be added to the "My Work" panel two months before their Start date.

4. How are work items removed from this list?: Use this drop-down menu to determine how Tasks will be removed from the "My Work" panel.

   • I will manually remove items: Tasks will remain on the "My Work" panel until you manually remove them from "My Work". This can be done from the "My Work" panel or from the Project they belong to.

   • When the task is closed by me from My Work: Tasks will be removed from the "My Work" panel if you mark them as "Complete" from the Task's drop-down menu directly on the "My Work" panel:

     

     Note: Tasks can still be manually removed from the "My Work" panel if this option is chosen. This can be done from the "My Work" panel or from the Project they belong to.

     Note: If the Task has been marked complete in a different way (i.e. by another user or from the Project Work Plan), it will remain on your work panel until you manually remove it from "My Work". This can be done from the "My Work" panel or from the Project they belong to.

   • When the task is closed by me: Tasks will be removed from the "My Work" panel if you mark them as "Complete" from anywhere in Eclipse PPM.

     Note: Tasks can still be manually removed from the "My Work" panel if this option is chosen. This can be done from the "My Work" panel or from the Project they belong to.

     Note: If the Task has been marked "Complete" by another user, it will remain on your work panel until you manually remove it from "My Work". This can be done from the "My Work" panel or from the Project they belong to.

   • When the task is closed by anybody: Tasks will be removed from the "My Work" panel whenever they are marked as "Complete" by any user from anywhere in Eclipse PPM.

     Note: Tasks can still be manually removed from the "My Work" panel if this option is chosen. This can be done from the "My Work" panel or from the Project they belong to.

   • When the task or project is closed by me from My Work: Tasks will be removed from the "My Work" panel if you mark them "Complete" from the Task's drop-down menu directly on the "My Work" panel OR if you mark the status of the Project that the Task belongs to as "Closed" directly on the "My Work" panel:

     

     Note: Tasks can still be manually removed from the "My Work" panel if this option is chosen. This can be done from the "My Work" panel or from the Project they belong to.

     Note: If the Task has been marked "Complete" or the Project status has been updated to "Closed" in another way or by a different user, the Task will remain on your work panel until you manually remove it from "My Work". This can be done from the "My Work" panel or from the Project they belong to.

     Note: A "Closed" Project status refers to any statuses with non-active status types (Closed, Cancel, On-hold, etc.). Contact an Eclipse PPM administrator for information on Project status types.

   • When the task or project is closed by me: Tasks will be removed from the "My Work" panel if you mark them "Complete" OR if you mark the status of the Project that the Task belongs to as "Closed" from anywhere in Eclipse PPM.

     Note: Tasks can still be manually removed from the "My Work" panel if this option is chosen. This can be done from the "My Work" panel or from the Project they belong to.

     Note: If the Task has been marked "Complete" or the Project status has been updated to "Closed" by another user, it will remain on your work panel until you manually remove it from "My Work". This can be done from the "My Work" panel or from the Project they belong to.

     Note: A "Closed" Project status refers to any statuses with non-active status types (Closed, Cancel, On-hold, etc.). Contact an Eclipse PPM administrator for information on Project status types.

   • When the task or project is closed by anybody: Tasks will be removed from the "My Work" panel whenever they are marked as "Complete" OR when the status of the Project that the Task belongs to has been changed to "Closed" by any user from anywhere in Eclipse PPM.

     Note: Tasks can still be manually removed from the "My Work" panel if this option is chosen. This can be done from the "My Work" panel or from the Project they belong to.

     Note: A "Closed" Project status refers to any statuses with non-active status types (Closed, Cancel, On-hold, etc.). Contact an Eclipse PPM administrator for information on Project status types.

5. Update task % complete immediately: When this checkbox is selected, any changes you make to the % complete bars of Tasks on the "My Work" panel will be saved as soon as they are made:

   

   When the checkbox is not selected, you must either save or discard any changes you make to the % complete bars directly after you make them:

   

6. Include tasks where: Use the checkbox to select the criterion that Tasks must meet to appear on your "My Work" panel.

   Note: These options will not be available if you have selected "I will manually add items" from (b) "How are work items added to this list?".

   • I am assigned to the task: Tasks that are assigned to you will automatically be added to your "My Work" panel.

7. Exclude tasks that: Use the checkboxes to select the criteria that will exclude Tasks from your "My Work" panel. Tasks will be excluded from your "My Work" panel if they meet any of the checked criteria, even if they also meet the checked criteria under (f) "Include Tasks where".

   Note: These options will not be available if you have selected "I will manually add items" from (b) "How are work items added to this list?".

   Note: Selecting these criteria will not remove any Tasks that are currently on your "My Work" panel; they will only prevent other Tasks from appearing. For example, choosing to exclude Tasks that "are compete" and then marking one of your "My Work" Tasks as "Complete" will not necessarily take it off of your "My Work" panel. Only (d) "How are work items removed from this list?" will determine how Tasks can be removed from the "My Work" panel.

   • are complete: Tasks that are "Complete" will be excluded from your "My Work" panel.

   • are past their end date: Tasks that have exceeded their end date will be excluded from your "My Work" panel.

   • are on projects in a "Closed / Completed" state: Tasks that belong to Projects with a "Closed / Completed" status will be excluded from your "My Work" panel.

   • are on projects in an "Archived" state: Tasks that belong to Projects with an "Archived" status will be excluded from your "My Work" panel.

Once you are finished configuring the "My Work" panel, click the Save button to save your changes.

 

Issues Tab

The "Issues" tab of the Configure panel allows users to select which Issues will display on the "My Work" panel. Users also have the option to totally exclude Issues from their "My Work" panel.

1. Include this tab: Deselect this checkbox to exclude Issues from the "My Work" panel.

2. How are work items added to this list?: Use this drop-down menu to determine how Issues are added to the "My Work" panel.

   • Automatically: Issues will be automatically added to your "My Work" panel if they meet the criteria in (d) "Include issues where:" and (e) "Exclude issues that:".

     Note: You can still manually add any Issues to your "My Work" panel when "Automatically" is selected.

   • I will manually add items: No Issues will be automatically added to your "My Work" panel. The "Issues" tab will only contains Issues that you have manually added to your work.

     Note: When this is selected, both (d) "Include issues where:" and (e) "Exclude issues that:" on the right-hand side of the window will disappear. Neither of these options are relevant if Issues will not be automatically added to the "My Work" panel.

3. How are work items removed from this list?: Use this drop-down menu to determine how Issues will be removed from the "My Work" panel.

   • I will manually remove items: Issues will remain on the "My Work" panel until you manually remove them from "My Work". This can easily be done from the "My Work" panel (pictured below) or from the Issue Home page.

     

   • When the issue is closed by me from My Work: Issues will be removed from the "My Work" panel when you close them directly on the "My Work" panel itself. This can either be done by selecting "Close" from the Issue's drop-down menu on the "My Work" panel or by selecting "Update Status" from the drop-down menu and selecting a "Closed" type status:

     

     Note: Issues can still be manually removed from the "My Work" panel if this option is chosen. This can easily be done from the "My Work" panel or from the Issue Home page.

     Note: For more information on which Issue statuses are "Closed" statuses, speak to your Eclipse PPM administrator.

     Note: If the Issue has been closed in a different way (i.e. by another user or from the Issue Home page), it will remain on your work panel until you manually remove it from "My Work". This can easily be done from the "My Work" panel or from the Issue Home page.

   • When the issue is closed by me: Issues will be removed from the "My Work" panel if you close them from anywhere in Eclipse PPM. This also includes updating their status to a "Closed" type status.

     Note: Issues can still be manually removed from the "My Work" panel if this option is chosen. This can easily be done from the "My Work" panel or from the Issue Home page.

     Note: For more information on which Issue statuses are "Closed" statuses, speak to your Eclipse PPM administrator.

     Note: If the Issue has been closed by another user, it will remain on your work panel until you manually remove it from "My Work". This can easily be done from the "My Work" panel or from the Issue Home page.

   • When the issue is closed by anybody: Issues will be removed from the "My Work" panel if any user closes them from anywhere in Eclipse PPM. This also includes updating their status to a "Closed" type status.

     Note: Issues can still be manually removed from the "My Work" panel if this option is chosen. This can easily be done from the "My Work" panel or from the Issue Home page.

     Note: For more information on which Issue statuses are "Closed" statuses, speak to your Eclipse PPM administrator.

4. Include issues where: Use the checkbox to select the criterion that Issues must meet to appear on your "My Work" panel.

   Note: This option will not be available if you have selected "I will manually add items" from (b) "How are work items added to this list?".

   • I am an owner (assigned within the last week): Issues that you have become the owner for in the last week will automatically be added to your "My Work" panel.

5. Exclude issues that: Use the checkboxes to select the criteria that will exclude Issues from your "My Work" panel. Issues will be excluded from your "My Work" panel if they meet any of the checked criteria, even if they also meet the checked criterion under (d) "Include issues where".

   Note: This option will not be available if you have selected "I will manually add items" from (b) "How are work items added to this list?".

   Note: Selecting these criteria will not remove any Issues that are currently on your "My Work" panel; they will only prevent other Issues from appearing. For example, choosing to exclude Issues that "are in a Closed state" and then closing one of your "My Work" Issues will not necessarily take it off of your "My Work" panel. Only (c) "How are work items removed from this list?" will determine how Issues can be removed from the "My Work" panel.

   • are in a "Closed" state: Issues that are "Closed" will be excluded from your "My Work" panel. This includes Issues with a "Closed" type status.

     Note: For more information on which Issue statuses are "Closed" statuses, speak to your Eclipse PPM administrator.

   • are on projects in a "Closed / Completed" state: Issues that belong to Projects with a "Closed / Completed" status will be excluded from your "My Work" panel.

   • are on projects in an "Archived" state: Issues that belong to Projects with an "Archived" status will be excluded from your "My Work" panel.

Once you are finished configuring the "My Work" panel, click the Save button to save your changes.

 

Risks Tab

The "Risks" tab of the Configure panel allows users to select which Risks will display on the "My Work" panel. Users also have the option to totally exclude Risks from their "My Work" panel.

1. Include this tab: Deselect this checkbox to exclude Risks from the "My Work" panel.

2. How are work items added to this list?: Use this drop-down menu to determine how Risks are added to the "My Work" panel.
   • Automatically: Risks will be automatically added to your "My Work" panel if they meet the criteria in (d) "Include risks where:" and (e) "Exclude risks that:".

     Note: You can still manually add any Risk to your "My Work" panel when "Automatically" is selected.

   • I will manually add items: No Risks will be automatically added to your "My Work" panel. The "Risks" tab will only contains Risks that you have manually added to your work.

     Note: When this is selected, both (d) "Include risks where:" and (e) "Exclude risks that:" on the right-hand side of the window will disappear. Neither of these options are relevant if Risks will not be automatically added to the "My Work" panel.

3. How are work items removed from this list?: Use this drop-down menu to determine how Risks will be removed from the "My Work" panel.

   • I will manually remove items: Risks will remain on the "My Work" panel until you manually remove them from "My Work". This can easily be done from the "My Work" panel (pictured below) or from the Risk Home page.

     

   • When the risk is closed by me from My Work: Risks will be removed from the "My Work" panel when you close them directly on the "My Work" panel itself. This can either be done by selecting "Close" or "Close Risk & Create Issue" from the Issue's drop-down menu on the "My Work" panel, or by selecting "Update Status" from the drop-down menu and selecting a "Closed" type status:

     

     Note: Risks can still be manually removed from the "My Work" panel if this option is chosen. This can easily be done from the "My Work" panel or from the Risk Home page.

     Note: For more information on which Risk statuses are "Closed" statuses, speak to your Eclipse PPM administrator.

     Note: If the Risk has been closed in a different way (i.e. by another user or from the Risk Home page), it will remain on your work panel until you manually remove it from "My Work". This can easily be done from the "My Work" panel or from the Risk Home page.

   • When the risk is closed by me: Risks will be removed from the "My Work" panel if you close them from anywhere in Eclipse PPM. This also includes updating their statuses to a "Closed" type status.

     Note: Risks can still be manually removed from the "My Work" panel if this option is chosen. This can easily be done from the "My Work" panel or from the Risk Home page.

     Note: For more information on which Risk statuses are "Closed" statuses, speak to your Eclipse PPM administrator.

     Note: If the Risk has been closed by another user, it will remain on your work panel until you manually remove it from "My Work". This can easily be done from the "My Work" panel or from the Risk Home page.

   • When the risk is closed by anybody: Risks will be removed from the "My Work" panel if any user closes them from anywhere in Eclipse PPM. This also includes updating their status to a "Closed" type status.

     Note: Risks can still be manually removed from the "My Work" panel if this option is chosen. This can easily be done from the "My Work" panel or from the Risk Home page.

     Note: For more information on which Risk statuses are "Closed" statuses, speak to your Eclipse PPM administrator.

4. Include risks where: Use the checkbox to select the criterion that Risks must meet to automatically appear on your "My Work" panel.

   Note: This option will not be available if you have selected "I will manually add items" from (b) "How are work items added to this list?".

   • I am an owner (assigned within the last week): Risks that you have become the owner for in the last week will automatically be added to your "My Work" panel.

5. Exclude risks that: Use the checkboxes to select the criteria that will exclude Risks from your "My Work" panel. Risks will be excluded from your "My Work" panel if they meet any of the checked criteria, even if they also meet the checked criterion under (d) "Include risks where".

   Note: This option will not be available if you have selected "I will manually add items" from (b) "How are work items added to this list?".

   Note: Selecting these criteria will not remove any Risks that are currently on your "My Work" panel; they will only prevent other Risks from appearing. For example, choosing to exclude Risks that "are in a Closed state" and then closing one of your "My Work" Risks will not necessarily take it off of your "My Work" panel. Only (c) "How are work items removed from this list?" will determine how Risks can be removed from the "My Work" panel.

   • are in a "Closed" state: Risks that are "Closed" will be excluded from your "My Work" panel. This includes Issues with a "Closed" type status.

     Note: For more information on which Risks statuses are "Closed" statuses, speak to your Eclipse PPM administrator.

   • are on projects in a "Closed / Completed" state: Risks that belong to Projects with a "Closed / Completed" status will be excluded from your "My Work" panel.

   • are on projects in an "Archived" state: Risks that belong to Projects with an "Archived" status will be excluded from your "My Work" panel.

Once you are finished configuring the "My Work" panel, click the Save button to save your changes.

 

Approvals Tab

The "Approvals" tab of the Configure panel allows users to select which Approvals will display on the "My Work" panel. Users also have the option to totally exclude Approvals from their "My Work" panel.

1. Include this tab: Deselect this checkbox to exclude Approvals from the "My Work" panel.

2. How are work items added to this list?: Use this drop-down menu to determine how Approvals are added to the "My Work" panel ("Automatically" is the only option).  
   • Automatically: Approvals will be automatically added to your "My Work" panel if they meet the criteria in (d) "Include approvals where:" and (e) "Exclude approvals that:".

3. How are work items removed from this list?: Use this drop-down menu to determine how Approvals will be removed from the "My Work" panel.

   • I will manually remove items: Approvals will remain on the "My Work" panel until you manually remove them from "My Work" or cancel them. This can easily be done using the Approval's drop-down menu on the "My Work" panel:

     

     Note: Even if the Approval gets resolved (Approved, Rejected), it will still remain on your "My Work" panel until you remove it using the drop-down menu pictured above.

   • When the approval is resolved by me from My Work: Approvals will be removed from the "My Work" panel when you resolve them directly on the "My Work" panel itself. This can either be done by approving, rejecting or canceling the Approval from the Approval's drop-down menu on the "My Work" panel.

     Note: Approvals can still be manually removed from the "My Work" panel if this option is chosen.

     Note: If the Approval has been resolved in a different way (i.e. by another user or from the Approval page), it will remain on your work panel until you manually remove it from "My Work" (pictured above).

   • When the approval is resolved by me: Approvals will be removed from the "My Work" panel if you resolve them (approve or reject them) from anywhere in Eclipse PPM. This can be done directly on your "My Work" panel (pictured below) or from the Approvals page:

     

     Note: Approvals can still be manually removed from the "My Work" panel if this option is chosen.

     Note: If the Approval has been resolved by another user, it will remain on your work panel until you manually remove it from "My Work".

   • When the approval is resolved by anybody: Approvals will be removed from the "My Work" panel if any user resolves them from anywhere in Eclipse PPM.

     Note: Approvals can still be manually removed from the "My Work" panel if this option is chosen.

4. Include approvals where: Use the checkboxes to select the criteria that Approvals must meet to automatically appear on your "My Work" panel.

   • I am the submitter: Approvals that you have submitted will automatically appear on your "My Work" panel.

   • I am the approver: Approvals that require your action will automatically appear on your "My Work" panel.

5. Exclude approvals that: Use the checkbox to select the criterion that will exclude Approvals from your "My Work" panel. Approvals will be excluded from your "My Work" panel if they meet any of the checked criteria, even if they alsomeet the checked criterion under (d) "Include approvals where".

   Note: Selecting this criterion will not remove any Approvals that are currently on your "My Work" panel; they will only prevent other Approvals from appearing. For example, choosing to exclude Approvals that "are in a 'Resolved' state" and then approving one of your "My Work" Approvals will not necessarily take it off of your "My Work" panel. Only (c) "How are work items removed from this list?" will determine how Approvals can be removed from the "My Work" panel.

   • are in a "Resolved" state: Approvals that have been resolved (approved or rejected) will be excluded from your "My Work" panel.

Once you are finished configuring the "My Work" panel, click the Save button to save your changes.

 

Programs Tab

The "Programs" tab of the Configure panel allows users to select which Programs will display on the "My Work" panel. Users also have the option to totally exclude Programs from their "My Work" panel.

1. Include this tab: Deselect this checkbox to exclude Programs from the "My Work" panel.

2. How are work items added to this list?: Use this drop-down menu to determine how Projects are added to the "My Work" panel.

   • Automatically: Projects will be automatically added to your "My Work" panel if they meet the criteria in (d) "Include programs where:" and (e) "Exclude programs that:".

     Note: You can still manually add any Program to your "My Work" panel when "Automatically" is selected.

   • I will manually add items: No Programs will be automatically added to your "My Work" panel. The "Programs" tab will only contains Programs that you have manually added to your work.

     Note: When this is selected, both (d) "Include programs where:" and (e) "Exclude programs that:" on the right-hand side of the window will disappear. These options are not relevant if Programs will not be automatically added to the "My Work" panel.

3. How are work items removed from this list?: Use this drop-down menu to determine how Programs will be removed from the "My Work" panel.

   • I will manually remove items: Programs will remain on the "My Work" panel until you manually remove them from "My Work". This can be done from the "My Work" panel or from the Program itself.

   • When the program is closed by me from My Work: Programs will be removed from the "My Work" panel if you update their statuses to a "Closed" status type from the Program's drop-down menu directly on the "My Work" panel:

     

     Note: Programs can still be manually removed from the "My Work" panel if this option is chosen. This can be done from the "My Work" panel or from the Program itself.

     Note: If the Program's status has been changed to "Closed" in a different way (i.e. by another user or from the Program Details page), it will remain on your work panel until you manually remove it from "My Work". This can be done from the "My Work" panel or from the Program itself.

     Note: A "Closed" status refers to any statuses with non-active status types (Closed, Cancel, On-hold, etc.). Contact an Eclipse PPM administrator for information on Program status types.

   • When the program is closed by me: Programs will be removed from the "My Work" panel if you update their status to "Closed". This can be done from the Program Details page or from the Program's drop-down menu on the "My Work" panel (pictured above).

     Note: Programs can still be manually removed from the "My Work" panel if this option is chosen. This can be done from the "My Work" panel or from the Program itself.

     Note: If the Project's status has been changed to "Closed" by another user, it will remain on your work panel until you manually remove it from "My Work". This can be done from the "My Work" panel or from the Program itself.

     Note: A "Closed" status refers to any statuses with non-active status types (Closed, Cancel, On-hold, etc.). Contact an Eclipse PPM administrator for information on Program status types.

   • When the program is closed by anybody: Programs will be removed from the "My Work" panel when their statuses are updated to "Closed". This can be done from the Program Details page or from the Program's drop-down menu on the "My Work" panel (pictured above).

     Note: Programs can still be manually removed from the "My Work" panel if this option is chosen. This can be done from the "My Work" panel or from the Program itself.

     Note: A "Closed" status refers to any statuses with non-active status types (Closed, Cancel, On-hold, etc.). Contact an Eclipse PPM administrator for information on Program status types.

4. Include programs where: Use the checkboxes to select the criteria that Programs must meet to appear on your "My Work" panel. Programs must only meet one of the checked criteria to be included.

   Note: These options will not be available if you have selected "I will manually add items" from (b) "How are work items added to this list?".

   • I am the program owner: Programs for which you are the Program Owner will appear on your "My Work" panel.

   • I have a role on the program: Programs that you have a role on will appear on your "My Work" panel.

5. Exclude programs that: Use the checkboxes to select the criteria that will exclude Programs from your "My Work" panel. Programs will be excluded from your "My Work" panel if they meet any of the checked criteria, even if they also meet the checked criteria under (e) "Include Projects where".

   Note: These options will not be available if you have selected "I will manually add items" from (b) "How are work items added to this list?".

   Note: Selecting these criteria will not remove any Programs that are currently on your "My Work" panel; they will only prevent other Programs from appearing. For example, choosing to exclude Programs that "are in a Closed / Completed state" and then changing the status of one of your "My Work" Programs to "Closed" will not necessarily take it off of your "My Work" panel. Only (d) "How are work items removed from this list?" will determine how Programs can be removed from the "My Work" panel.

   • are in "Closed / Completed" state: Programs with a "Closed" or "Completed" status type will be excluded from your "My Work" panel.

     Note: A "Closed" status refers to any statuses with non-active status types (Closed, Cancel, On-hold, etc.). Contact an Eclipse PPM administrator for information on Program status types.

   • are in an "Archived" state: Programs with an "Archived" status will be excluded from your "My Work" panel.

Once you are finished configuring the "My Work" panel, click the Save button to save your changes.