TeamTime - Creating Custom Analysis Pages

If the existing Analysis pages don't quite show everything you want to see, you can add your own custom Analysis pages to TeamTime using standard SharePoint methods.

Because all of TeamTime's own pages are reset on upgrade, we don't recommend modifying the existing pages. If you don't mind recreating your changes after upgrading then you can skip step 2.

1. Adding a web part page
2. Adding the Analysis web part
3. Adding the Filtering web part
4. Adding a Quick Launch link

 

1. Adding a web part page

To add a new web part page:

2010 2013 & 2016

Under the Site Actions menu, choose More Options...

 

Filter the dialog by Page and choose Web Part Page

You will now see the New Web Part Page form. If this is the first page you've added to the site, you'll see the following link under Save location:

Click the link on Create new document library, enter a name, and click Create.

Once the library has been created, return to the New Web Part Page form by following the same steps as previously.

At the bottom left of the quick launch menu select Site Contents and then click the Site Pages library

 

If the Site Pages library is missing, click the cog at the top right of the screen and select Site Settings. Under Site Actions click Manage Site Features, and then Activate and Deactivate the "Wiki Page Home Page" feature.

 

In the Site Pages library, click the Files tab in the ribbon, then from the New Document drop-down select Web Part Page

 

Now you can give your web part page a name, and choose a layout that suits you. Generally Header, Footer, 3 Columns is a good option, as it's very flexible.

You will then see your newly created blank web part page

 

2. Adding the Analysis web part

On your new web part page, click Add a Web Part. If you're modifying an existing page, then you'll need to click Edit page under Page on the ribbon first (or under Site Actions on 2007).

From the web part Categories choose TeamTime, and from Web Parts choose TeamTime Analysis.

Then select the section of the page you want the web part to be added to, and click Add.

On the top right of the newly-added web part, click the downwards arrow to open the web part menu and select Edit Web Part (or Modify Shared Web Part in 2007).

You can now configure the web part to display the analysis you want to see. The Analysis web part is a version of PivotPoint that has been integrated into TeamTime; details on its configuration can be found in the PivotPoint Configuration Manual.

3. Adding the Filtering web part

If you want to filter your analysis, you can use the same method mentioned in the previous section to add a TeamTime Filtering web part to your page.

Once this has been added, you can connect the Analysis and Filtering web parts together: Open the web part menu on the Filtering web part, and open the Connections submenu, followed by Provide Filter To. Here you should be able to choose the Analysis web part(s) to link to your Filtering web part.

Now that the web parts are connected, you can set up the filtering options you want to see. Open the Edit Web Part pane to configure. The Filtering web part is a version of FilterPoint that has been integrated into TeamTime. For details on its configuration, please see the FilterPoint Configuration Manual.

4. Adding a Quick Launch link

To add a link on the Quick Launch menu to your page, open the Site Settings under the Site Actions menu.

On the Site Settings page, under the Look and Feel section click Quick launch

From here you can create add headings and links to your quick launch menu. If you use one of the existing TeamTime headings, the link (but not the page) will be lost if you upgrade in future. To avoid this we'll create a new heading by clicking New Heading.

We then have to enter a required URL for the heading (the custom analysis page will do), and a name. Click OK.

You can then add a link to your custom analysis page by clicking New Navigation Link (next to the New Heading link), filling in an almost identical form, and selecting your new heading under the Heading section at the bottom.

 

What next?

If you want to see more handy tips, then have a look at our other guides: TeamTime Guides

If you need any help, please feel free to contact our remarkably helpful helpdesk: support@pentalogic.net