TABLE OF CONTENTS
Web Portal Overview
The Web Portal, available in ManagementStudio 2025.14.x.y and later, is a flexible webpage builder hosted within ManagementStudio. It allows organisations to create customised online experiences for end-users and project teams.
Typical use cases include:
- End-user portals for reviewing project information, accessing surveys, and self-scheduling
- Project team portals with dashboards and reports
Portal Components
Wrapper
A Wrapper defines the global look and feel of all web pages hosted in the Portal. Wrappers provide a banner area, navigation bar with dropdown menus, and additional configuration options such as authentication requirements and access control.
Wrappers must be assigned to the following components:
- Portal Pages
- Portal Forms (Surveys)
- Test Sign-Offs
- Web Datamining Reports
- Web Dashboards
For detailed configuration, see Portal Wrappers.
Wrapper Elements
- Header banner: Display graphics or text at the top of portal pages.
- Navigation Bar: Provide users with predefined navigation links.
- Authentication methods: Support anonymous access or require user authentication.
- CSS Block: Apply custom CSS styles to the wrapper.
- JavaScript Block: Add custom JavaScript to the wrapper.
- HTML Header Block: Define a constant web page header.
- Footer Block: Define a constant web page footer.
Portal Pages
Portal Pages are the main building blocks for web content in the Portal. Each Portal can include one or more pages, linked via the navigation bar. These pages host a variety of UI elements.
Common UI elements supported on Portal Pages:
- Text blocks
- Buttons
- Images
- Action Cards (panels with title, text, optional image, and a button)
- Alerts or Call Outs
- Datamining Reports
- Individual charts (pie charts, bar charts)
Portal Pages can link to other features via the navigation bar or on-page buttons:
For more details, see:
Example Portal Page
Example of a Portal Page displaying various UI elements:
Portal Forms (Surveys)
Portal Forms (formerly "Surveys") are used to collect project-specific information from end-users. Each form can include multiple field types, custom messages, and optional file uploads. Typical uses include:
- Questionnaires
- Checklists
- Pass/fail tests
Portal Forms link directly to ManagementStudio modules, such as Applications, Devices, Users, and more.
Key features:
- Email notifications and automated reminders
- Customisation via CSS, JavaScript, or PowerShell
For full configuration details, see Portal Forms (Surveys).
Additional Resources
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