ITG Center: How to Add and Customize a Portlet on a Dashboard Page

ITG Center grants a large degree of personalization, allowing one to customize what data is displayed, along with where and how it is displayed. The main user interface, called the dashboard, contains a number of pages which can in turn display a number of portlets. Pages are simply a means of grouping portlets together whereas portlets summarize related data. ITG Center allows you to create various portlets and customize them to meet your needs.

  1. From the main menu bar in ITG Center, select Dashboard.
  2. Click on Personalize Dashboard.
  3. In the navigation area, select the page you would like to add a portlet to and then click Add Portlets.
  4. In the pop up window select a Category and then click Find Portlets.
  5. Select the portlet(s) you want to add and click the Add button. Most portlets need to be edited/customized before they will display the desired information.
  6. To customize the portlet you added to the dashboard page, click the Edit Portlet Preferences button in the portlet.
  7. The Edit Preferences screen will display. Edit the preferences as needed to customize the information displayed in the portlet and click Save.
  8. In the main toolbar, click the Go to Page View button to return to the dashboard and view your customized portlet.