If you are an administrator or have the necessary security privilege, you can create a new user interface view. You can create an entirely new user interface view, or choose an existing user interface view as a template and make any necessary adjustments to it.
To create a user interface view
- In the Administration Home page, click Manage User Interface views.
- Click Create User Interface View at the top left of the Manage User Interface
views page.
- In the Copy from Existing User Interface View dialog, choose New User
Interface View to create a brand new user interface view, or select
an existing user interface view to use as a template for the new view.
Tip: Search lets you search for specific user interface views. Enter your search criteria in the Search for field. Click Search. The page displays all user interface views that meet your specifications.
- Click OK.
- In the Content tab, do the following:
- Enter a unique name for the user interface view in the User Interface
View Name field.
- You must assign a dashboard to a user interface view if you want to
include it in the view. To assign a dashboard to a user interface view,
click Assign in the Dashboards section of the tab. In the Select Dashboard
window, for each dashboard you want to assign, select the dashboard and
click Assign.
Note: You can choose only global and multi-user dashboards on the Select Dashboards page.
You can assign multiple dashboards by repeating this step. When you are finished assigning dashboards, click Close. The dashboards you assign are added to the Displayed Dashboards section of the tab and are automatically selected.
- In each section of the Content tab (Dashboards, Portfolios, Projects, and Resources), expand each available section and select the items you want to include. To include all items for a particular category, select the top-level checkbox next to the category name. To exclude an entire category, uncheck the check box next to the category name. For example, to include all tabs in the Resources section, select the checkbox next to Tabs in the Resources section. Select the Form or Tabs option depending on your users' needs. Make sure you have at least one tab/tab icon selected in the Projects, Resources, and Portfolios sections.
- Use the up and down arrows to change the display order of the selected items for each section. The top-to-bottom order of the selected items determines the left-to-right display of items in each section. The first item listed in each section is designated as the landing page for that section. For example, if Activities is the first item listed for Projects Tab Icons, when a user opens a project, the Activities page will be displayed automatically.
- In the Activity Editing tab, select the content that users can edit in the Activity Page. Marking the check box ensures that the user can view and edit all data related to the item. Leaving a check box empty ensures that data related to the item will be available for a user to view, but not to edit, after opening the Activity page. Marking the check box of all categories except Activity Codes and User Defined Fields marks the check boxes of all options under the category.
- In the Users tab, assign
users to the user interface view. Select users either from Users without
a User Interface View group or Users with a User Interface View group,
then click
to add them to the Selected Users column. To select more than one user, hold down the Ctrl key on your keyboard when selecting users. You can assign a user to only one view. To remove a user from a user interface view, select the user in the Selected Users Column, then click
to put them back in the Available Users list.
- To allow a user to edit their personal view settings on the View Preferences tab, mark the Allow Editing checkbox next to the user.