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Administrator Guide
Last Updated: 2023-06-23
Configure the Project Profile

Configure the Project Profile

Security:
Set Up: System
 domain in the System functional area.
The project composite view is a configurable profile for daily project management. This profile displays when you access a project directly or with the
View Project
 report.
You can:
  • Reorder profile groups.
  • Hide profile groups.
  • Add custom reports and tasks to the profile groups.
  • Reorder or hide reports and tasks on the profile groups.
  1. Access the
    Configure Profile
     task.
  2. Enter
    Project Composite View Profile
    .
    You can update the composite view of the project profile by:
    • Reordering project profile groups.
    • Displaying project profile groups.
    • Hiding project profile groups.
  3. Access the
    Configure Profile Group
     task.
  4. Select 1 of these options in the
    Profile Group
     prompt:
    • Financials for Project Composite View Profile
    • Overview for Project Composite View Profile
    • Project Plan for Project Composite View Profile
    • Resources for Project Composite View Profile
  5. Click
    OK
    .
  6. As you complete the task, consider:
    Option Description
    Display in Profile
    Select to display the reports in the profile group on the composite view of the project profile.
    *Report
    Select the reports, custom reports, and custom tasks that display in the profile group.
    The reports and tasks display in sequential order on the composite view of the project profile.
You can find information and take action from the composite view of the project.
  • Create project hierarchies.
  • Add project phases and tasks.