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Administrator Guide
Last Updated: 2023-06-23
Configure Project Manager Hub Cards

Configure Project Manager Hub Cards

You can configure some cards in the Project Manager Hub with custom attributes, such as titles and help text. You can also configure the parameters of some cards, to change the information they display based on your organization's needs.
  1. Access the
    Configure Card Overrides by Admin
     task.
  2. Add the cards that you want to configure in the grid and click
    OK
    .
  3. Select the card that you want to edit.
  4. (Optional) As you complete the
    Informational Text
     tab, add helpful information about your custom settings.
  5. (Optional) As you complete the
    Parameter
     tab, configure the information displayed on the card.
    Example: Change the aging range of transactions displayed on the Transactions Awaiting Review Cards.
  6. (Optional) As you complete the
    Overflow Menu
     tab, add links to the drop-down menu on the card.
    Select the
    Security Group
     or
    Condition Rule
     option to add a security requirement for your custom links. Other security requirements still apply to tasks, reports, or dashboards you link to.