Personal Zone Overview
The Personal Zone provides you with quick access to records and features.
You can add and remove dashparts, and create additional desktops, to customize your
Personal Zone.
Important: If you want to keep any changes that you make to your
Personal Zone, you must click
.
Dashparts
Dashparts are informational widgets which provide quick access to various entity records and features.
The following icons are available on the toolbar of each dashpart:
Icon | Description |
---|---|
Click this to collapse the dashpart | |
Click this to expand the dashpart | |
Click this to refresh the contents in the dashpart | |
Click this to display the dashpart in a separate window | |
Click this to view the help for the dashpart | |
Click this to remove the dashpart from the current desktop |
Desktops
When you first use Deltek PIM, you have a single Home desktop in your Personal Zone. To help you to stay organized, you can create additional desktops. For example, you might create a desktop for contract management, which you would add all dashparts relating to contract management.
Parent Topic: Main Areas of PIM