The Manage User Interface Views page lists all user interface views that are defined for your organization. A user interface view is a customized view of the Dashboards, Portfolios, Projects, and Resources sections of P6 Web Access. As an administrator, you can create multiple user interface views that reflect your users' priorities and, for each view, you can define a set of dashboards, tabs, tab icons, and action menu items that the users assigned to the view can access in each section of P6 Web Access.
On the Manage User Interface Views page, you can
- Create new user interface views
- Choose the default user interface view for new users
- Modify existing user interface views
- Delete user interface views
Create new user interface views
To create a new user interface view, click Create User Interface View at the top left of the page. Select New User Interface View to create a new view, or select an existing view to use as a template for the new view. Click OK. On the Create User Interface View page, select the items you want to include in the view.
Tips: When you create a new user interface view, it is automatically added to your list of user interface views on the Manage User Interface Views page. User interface views are sorted in ascending order by date and time of creation.
Choose the default user interface view for new users
You can select a default user interface view for new users from the list of available user interface views. The view you select determines what users will see when they are not specifically assigned to a user interface view. For example, if you create a user interface view that restricts access to some functionality for some users, you could select default a default view that provides access to all functionality. You can designate only one view as the user interface view for new users, and you cannot delete a view while it is designated as the user interface view for new users. To select the default user interface view, click the down arrow next to User Interface View for new users at the top center of the page. To select a default view that provides access to all functionality, select the first option listed (blank).
Modify existing user interface views
To modify an existing user interface view, click the name of the view you want to modify. You can modify the view's name, content, and assigned users. Once you modify a view, click Save or Save and Close.
Delete existing user interface views
Click a view's corresponding Delete link to delete an existing user interface view.
Field Definitions
The other fields available on the Manage User Interface Views page are the following:
- View Name:
- Displays the name of the user interface view. The
icon represents a user interface view that is not yet assigned to any users. The
icon represents that the view is assigned to at least one user.
- Date Created:
- Displays the date on which the user interface view was created.