Lesson 3: Create workspaces
In workspaces, you can manage and display modules that contain elements with a common set of attributes. In this lesson, you create a workspace named Cars, where car modules will be created.
Workspaces
A workspace is an area where you can manage and display modules. All modules and views belong to a workspace.
Prerequisite
You must be a global administrator.
Video: How to create a workspace in Focal Point®
To create a workspace
1 From the main menu, click User Profile (your user ID ) > Administration .
2 On the Administration page, click the General tab.
3 Click Workspaces and then click Add .
The Add Workspace page opens.
4 In the Title field, type:
Cars
5 In the Description field, type:
This is my cars workspace
6 In the Template field, select No template or a predefined template:
▪ Template: IT Portfolio Management
▪ Template: Product Management
▪ Template: Application Portfolio Management
▪ Template: Product Portfolio Management
Note The predefined templates are not updated for Focal Point® 7.0.
7 From the Responsible list, select Matthew Siler .
8 From the User Administrator list, select Stella Lagunas .
9 In the Icon field, click the icon or down arrow, and, under Charts and Match, select the tree icon
.
10 From the Color in workspace list, select the orange color.
11 From the Select the format to display dates and numbers in list, select English‑English (United States) .
12 Click OK .
The Cars workspace is created and displayed in the list of workspaces.
Lesson checkpoint
In this lesson, you learned how to create a workspace.
In the next lesson, you add users as member to the workspace.
Next
See
This site works best with JavaScript enabled