Role Center pages are Web part pages, which are Web pages that contain various pieces, or Web parts, that display information.
A Web part is a modular unit of information that forms the basic building block of a Web part page. You can add Web parts to the Web part zones on a page, and then customize the individual parts to create a page that meets your needs. Each Web part shares a set of common properties that control the part's appearance (such as the title, height, and width), layout (such as the Web part order in the zone and the direction of the content), and advanced characteristics (such as the image icons and description). For more information about Web parts and pages, see the documentation for Microsoft Windows SharePoint Services or Office SharePoint Server.
Although administrators can make changes that are visible to all users, when you modify your Role Center page, any changes that you make are visible only to you.
You can modify the page and Web parts by clicking Personalize this Pagein the upper-right corner of the page. The page is displayed in edit mode.
Common Web
part and page modifications
The following table describes common tasks that you can complete when the page is in edit mode.
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Task |
How to complete the task |
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|---|---|---|---|
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Add a Web part |
Click the Add a Web Partlink where you want to add the Web part. The Add Web Partsdialog box lists the Web parts that you can add. When you select the Web part and click Add, the part is added to the page. You then can modify its properties.
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Modify the title, size, or other common properties of a Web part |
Click editin the upper-right corner of the Web part that you want to modify, and click Modify My Web Part. The Web part tool pane is displayed. You can use the fields in the tool pane to modify the title, size, and other properties. |
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Modify the layout of the page |
Use one of the following methods:
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Remove a Web part |
Click the Closebutton in the upper-right corner of the Web part that you want to remove from the page. The Web part is removed, but you can add it again later. |
When you finish making changes to the page, click the Exit Edit Modelink in the upper-right corner of the page to display your Role Center with the changes.
Microsoft
Dynamics AX Web parts commonly used on Role Centers
When you add Web parts to a page, the Add Web Partsdialog box displays a list of available Web parts. The Microsoft Dynamics AX-specific Web parts are included in the All Web Parts> Miscellaneouslist, and include the following Web parts that commonly are used on Role Centers.
|
Web part name |
Commonly used to display |
|---|---|
|
Business Overview Web Part |
Cube measures or KPIs that display period comparison information |
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Cues |
Cues, which are a visual representation of your remaining work |
|
Dynamics Report Server Report |
SQL Server Reporting Services reports and charts, and KPI lists |
|
Dynamics Unified Work List WebPart |
Work lists, which display alerts, Workflow work items, and activities that you can act on or need to be notified about |
|
Quick Links Web Part |
Links to forms, reports, list pages, and Web pages that you frequently use |
Note
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Key Performance IndicatorsWeb parts, which are located in the All Web Parts> Dashboardlist of the Add Web Partsdialog box, also are commonly used to display KPIs on Role Centers. You must be using Office SharePoint Server to use the Key Performance IndicatorsWeb part. For information about this and other available Windows SharePoint Services and Office SharePoint Server Web parts, see the documentation for those products. |
